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Technology Stocks : Walt Disney
DIS 104.47+1.0%Nov 28 9:30 AM EST

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To: Dinesh who wrote (1429)1/22/1999 12:41:00 PM
From: DAPerez  Read Replies (2) of 2222
 
Dinesh:

Have any kids? Watch any Sports? Watch any movies? Surf the net?

The DIS brand name is WORLDWIDE. If you've ever driven up to the gate at Disneyland, you would have read the words "The Happiest Place On Earth."

Lazy in respect to whom? Missing out bigtime how? abc.com, espn.com, disney.com, go.com, infoseek.com...

Dethrone DIS from what position? Theme parks, film, television, radio, video, print, merchandising, maybe I'm missing your point.

I confess that DIS could maybe have hit the net a little more directly with mouse-ears in place but looking around, there are few other media giants that have as broad a base on the net as DIS now possesses. Give them time to figure out how to fit all the pieces of the puzzle together and you will see why this company is where it is today.

I see go.com really being the beginning of DIS on the net. Every piece of merchandise that carries a label will have the dot com address attached. The pervasiveness of the brand will make its way into the lives of people on a global scale at a time the net makes its way into the lives of the masses on a global scale.

Using the three-legged stool analogy, net companies cannot stand on their own without advertising their existence in other media, and pre-net companies cannot continue to exist without moving out of TV and print as their sole source of advertising without expending percentage resources on the net.

The point I guess I'm trying to make is that I believe DIS has positioned itself quite well within this new media and will reap future profits as a result. IMO.

Kindest Regards,

David
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