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To: BWAC who wrote (50994)2/11/2004 7:54:16 PM
From: Carl Worth  Respond to of 53068
 
DIS doesn't have any anti-takeover protection in place, so if comcast offers a new slate of directors along with a higher price to the existing shareholders, they will get control of the board and eventually buy the company, unless a white knight appears, which seems unlikely

the risk in DIS now is that the current price is already reflecting confidence that a higher bid will emerge, as the value of the current offer is just over 25 bucks in CMCSA stock, but i would guess that the final price for DIS will be over 30 bucks, probably closer to 35 considering the growth and outlook that DIS announced today

i doubt DIS will be an independent company 15 months from now, but either way it should be fun to watch the story develop...ironically disneyland is scheduled to celebrate its 50th anniversary next year, by then it might be comcastland...lol..okay, probably not



To: BWAC who wrote (50994)2/11/2004 7:55:24 PM
From: Larry S.  Respond to of 53068
 
I think DIS is dead meat. You have all the elements - a quality company that's been an underperformer. A management that is unpopular because of these poor results. A family member with large position that is a disident.
Quallity assets: disney brand, films, cable, theme parks, ABC, ESPN.
i will add more if it trades down to 25-26 area. i think DIS will be taken out at 33-35. larry


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