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GregA said:
2) The media and general feeling that Apple & Disney are connected could be very bad for Apple working with other media companies. Even if Apple actually offers Fox and ABC identical deals.

It's all in the presentation.

It can also help other companies to hurry their butts up. I mean from a corporate perspective, Jobs owns approximately squat of Disney, so I don't think it will be perceived as bad as people think.

Personally I think that if Disney floods iTunes with content, other content providers will want in when they see the revenues. It's really not all in the presentation, but all in the potential revenue.

David :cool:
 
Five years?

In the CNBC interview about the buyout, Teh Steve only said of potential Disney-Apple joint stuff "It's going be a pretty exciting next five years." Are there any details out there of this 5 year agreement between the companies?
 
w00master said:
The coming years are going to be VERY interesting for Disney, Pixar (now Disney), and Apple.
Edit:
The coming years are going to be VERY interesting for Disney (now Apple), Pixar (now Disney), and Apple (still NeXT)
 
Nastard said:
Now would be a good time to pick up some AAPL. You know, before the major content announcements in a few months.

iTunes has 14% of internet traffic. Imagine what adding the entire Disney/Miramax/ABC/Lifetime/ESPN/E!/et al catalogue would do for traffic. And what those sales would do for the sales of iPods. And what those sales would do for the promotion of Apple computers, not to mention Apple's stock price.
Yeah. It's looking to be a nice time to buy Apple. I don't know if I want it to drop so I can buy it lower or rise just for the heck of being my favorite comany. :eek: ;) :p
 
huck500 said:
Lasseter in charge of theme parks is HUGE...that's an area sorely lacking in the last few years. I also predict some "cell" (not that they actually draw cells anymore...) animation coming out of Disney now. Saying this is the death knell of hand-drawn animation kind of ignores that Disney isn't doing it anymore anyway...start looking for Macs on Disney tv shows.
Start looking for Macs in Disney theme parks and hotels and restaurants and....:eek: Any chance of that happening?? B/c I think the only retail buisness I've seen a Mac being run has been the Apple Store.:eek:
No, but is that too far of a fetch, starting a Disney change over to Mac? b/c if a large corporation like that (haha, besides Apple) started using Macs.... that'd be pretty nice for Apple, wouldn't it?
Am I buying Apple stock tomorrow.:D
 
Thanatoast said:
Didn't Disney shut down their 2D animation studios? That was a sad day.

I hope Pixar doesn't get burnt out trying to haul Disney into the future.

As for content on iTunes, the more the better. Even if it is Disney. :)
I'm just wanting the History Channel. Realllly wanting . There would finally be some decent content for my iPod.:eek: ;) :p
 
AtHomeBoy_2000 said:
I was just watching CNBC and they were talking about the Pixar/Disney deal. THe three people on the show basically agreed that Jobs is now more culturally relivant that Bill Gates and that this deal makes Gates look like someone who is just wondering around with no idea of what's going on. It's a great commentary and it think they are right.
I think Bill Gates just needs to step down and tell Steve, "Steve, it's all yours now," and give all his part of MS to Steve and Steve would be CEO and Bill Gates could go off and be happy being a philanthropist! Yay!
I just found my happy medium between loving Bill Gates and wishing he would just go away. :eek:
HE CAN BE A FULL-TIME PHILANTHROPIST! :eek: ::rolleyes: :p
 
Well, it sure save Disney a LOT of bother. I mean the were obligated to have both Pixar and Disney logos the same size in EVERY ad, print, image, etc... And say a Disney presentation of a Pixar Film... And apparently Disney wanted not to have to do that bad enough to spend $7.4 Billion :cool: Well, I know Steve has it in his mind already to do something that will make Disney look like they made the mistake, lets look at this carefully. Steve is one of those people he will only allow something *IF* its in his/companies best interest and will be in a big way... I think we need to wait this out and be amazed. But, don't get me wrong as of now I don't think it was a good idea.
 
d_and_n5000 said:
Yeah, that's true. Now they'll be Mickey Mouse iMacs. Picture a red iMac with big ears sticking out of the top of it!!!!!!
And Mac Minnie!! Polka-dotted w/ a little skirt and little black ears and...!!!!! Whoa. Getting a little ahead of myself.:eek: :p
 
MacEffects said:
Well, it sure save Disney a LOT of bother. I mean the were obligated to have both Pixar and Disney logos the same size in EVERY ad, print, image, etc... And say a Disney presentation of a Pixar Film...


It will most likely have "Disney" in big and "Pixar Studio" in small at the bottom of the "Disney" title. seems logical. ;) :)
 
DrNeroCF said:
I really really really wish that Steve would slap Disney around and do to them what he did to Apple.
I can see the rumours now.....

Steve Job's to inspire Disney Corporate Shuffle?
Rumors from reliably placed sources have revealed that Disney is planning an internal corporate rebranding, in order for Disney to "get back to its roots". While details remain sketchy, each division of Disney will be named after one of the themed "lands" in the disney themeparks - the most coveted of which appears to be the "Fantasyland" title.

The breakdown appears to be as follows:
* "Fantasyland" - this will fall to Disney's Studio Entertainment group - which does all Disney's movies and animation.
* "Toontown" is the new name for the animation subsidiary of Fantasyland
* "Adventureland" will contain all of Disney's Parks and Resorts
* "Main Street" will be for Disney corporate functions.

There is some dispute over the naming of the Media Networks group (containing the ABC, Disney channel, ESPN, etc). Prominent TV directors are pushing for the name "Tomorrowland" though Steve Job's is fighting for that title for his own division within Disney.

Less well placed sources indicate that Steve is telling the networks they can have the name "Frontierland"... since if they think that broadcast and cable TV are the new frontier then they should take a fitting name. The fact that Disney's theme parks' 'Frontierland' have an Old West motif is not gaining Steve any fans in that division.

As for Steve's "Tomorrowland", we have no indications what he'll be working on - all he's revealing is that there'll be some really great stuff in the next 2 years, and that he's really excited. While we don't believe that "Corporate Strategic Planning" will be rolled into "Tomorrowland", we suspect Disney's Internet Group will be.

More details when they become available
 
Oh man, just watching that video you can tell Steve has a big plan in his head that he is not sharing. He's going to dance and wait, dance and wait, and them BAM (or boom), in the for kill.
 
splashman said:
You've obviously never heard Lasseter speak about cell animation. I can confidently predict that within a few years, you'll see butt-kickin' cell films out of Disney. And in contrast to the Disney films of the past 20 years, they'll actually have a compelling narrative.
Hopefully yes, but Disney already closed down their 2-D animation department and almost all of the artists went elsewhere. Admitedly they have a few left in their TV-animation department, but it will definitely take time to rebuild this department...
 
Pixar shorts no longer available to iTunes UK

Well with the Diseny buy out of Pixar the iTunes UK movie content just got even shorter, which now leaves us with music videos, and movie trailers
 

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This will ACTUALLY HELP iTMS and Apple

I think this deal will ACTUALLY HELP iTMS and Apple not hinder it

A lot of people are thinking that other content providers (studios) will not use iTMS because of the Disney connection, well this is just b/s. The studios will use anything that helps its sales.

if you think that studios won't sell content through the iTunes store because the CEO of Apple owns 7% and sits on the board of another company, and lose that potential income stream you are crazy.

Just think about it, are Sony the only company to sell UMD discs for the PSP? No, other studios sell them, even though it assists Sony. Same with Blockbuster video - the company is owned by Viacom which also owns Paramount, but every studio sells through them.

Even on TV, West Wing is made by Warner, yet shown on a Universal owned station. And this example was the VERY first title I researched (as I'm Australian I don't know the US channel/programs intimately) so I'm sure this happens a lot more often.

If iTMS becomes THE place to download movies, which with the Disney content (and a new iPod video designed for higher def films probably coming soon) it WILL be, expect all other studios to follow.

PS: I know it says newbie, but I've been here a LONG time, I just don't speak up that often.
 
one more thing...

I think this will actually increase Steve's time with Apple, as being on the board of a company is A LOT LESS work than being a CEO.

I take the sale of Pixar to mean that Steve, knows that Apple needs more of his time, as there a lot more HUGE opportunities for Apple in the next few years, and in comparison (and this is not a knock on Pixar who I love) Pixar does not have the opportunities that Apple does at present.

By this I mean. look what has happened to Apple in the last three years - creation of new markets, new industries, new products - and this is THE TIP of the Iceberg, baby. Steve needs to be more hands with Apple than ever.

Oh, one more thing...

My girlfriend picked up the latest Who magazine (Australia's "People" mag) and it had a Time magazine ad. in it which was just the cover of the latest Time with Steve on it (you know the "What's Next" cover) and it said something like Innovator. Visionary. Special Editorial March 1st.

When I saw that, I thought "Wow SOMETHING MAJOR is about to happen!". As Steve and Apple have a close relationship to Apple they would be in the know somewhat.

The scary thing is, I don't think Disney buying Pixar is the only thing that is about to happen.
 
icrew said:
Bob Iger, watch your back!

You know what happened the last time Steve was appointed to a board....

Steve wasn't appointed to Apple's board. He was brought in as a special consultant reporting directly to Gil Amelio. It was Fred Anderson who came to Steve and proposed the ousting of Amelio.
 
gauchogolfer said:
Disney is just a company which has made some recently crappy movies. Calling them satanic is a bit overblown.


Overblown, but somewhat close to the truth... Disney's ethical standards are somewhat awkward. Maybe SJ can change them: we all know that Apple never scr*ws its customers ;)

mdriftmeyer said:
Steve wasn't appointed to Apple's board. He was brought in as a special consultant reporting directly to Gil Amelio. It was Fred Anderson who came to Steve and proposed the ousting of Amelio.

Are you seriously saying that Steve Jobs did not intend to have a go at getting the Apple CEO position when he sold NeXT?

arbroathsmokie said:
Well with the Diseny buy out of Pixar the iTunes UK movie content just got even shorter, which now leaves us with music videos, and movie trailers

The deal doesn't complete to mid-year. I doubt that this is anything to do with it and if it is then it's a Steve Jobs decision and not a Disney one. Disney needed Pixar, not vice-versa: I doubt Disney would have been making the demands.
 
I saw an interview with Steve and Disney's CEO. At the end of the interview, Steve said that the video iPod "was just the beginning" as ways Apple and Disney could work together. Hmmmm.....
 
macintel4me said:
I saw an interview with Steve and Disney's CEO. At the end of the interview, Steve said that the video iPod "was just the beginning" as ways Apple and Disney could work together. Hmmmm.....

An Apple/Disney merger? :eek: Assuming that AAPL's share price doesn't continue to plumit (much to Michael Dell's amusement I am sure), then Apple would be the dominant partner, like Adobe to Macromedia or Vodafone to Mannesman etc...

Now that won't happen in the short to mid-term future as the industries are still too different, but then again neither were Apple and EMI similar 5 years ago and yet now that merger would not appear to insane - again Apple would be the agressor.


Edit: my assumptions are being shattered at the moment.. I thought EMI would be the dominant one, but their Market Cap is no where near Apple's. I then thought Sony and again their Market Cap is smaller.. I then had a look at Miscrosoft to make sure that I wasn't going crazy... damn that beast is big!
 
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