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Technology Stocks : Walt Disney
DIS 106.77+2.2%3:59 PM EST

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To: DAPerez who wrote (1427)1/22/1999 1:36:00 AM
From: Dinesh  Read Replies (2) of 2222
 
hi DAP

Re: The net is ALL ABOUT BRANDING and at the end of the day
DIS will be "The Happiest Place On Earth" to be invested.

Somehow I miss the connection between the first and the second
part here. Yes, the Net is indeed all about branding but DIS
has been missing out big time. Are you saying that no matter
how lazy it's been, it is not possible to dethrone Disney ?

We heard similar arguments about IBM v/s DEC and later MSFT
long time ago. We also saw CNN takeover the premium news,
cable take over the TV.

No, Disney isn't too big to fail. It has happened before.

Regards
Dinesh
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