Monday, February 16, 2004

COMCAST TAKEOVER BID OF DISNEY
Eisner Should Just Step Down


Disney's board just rejected Comcast's takeover bid. From the initial offer, I thought it was a good marriage and a needed change at Disney. Unlike AOL and Time Warner, Comcast will take the clear leadership role with a strong broadband consumer base as an outlet for Disney's content. AOL had too many dial-up users and both companies didn't know how to transition into a broadband base...Road Runner AND AOL Broadband? Ummm... should have integrated Time Warner Cable and its high-speed service into AOL from the beginning. It will be interesting to see what will happen next between Comcast and Disney.

Anyway, here's a column by the San Francisco Chronicle's Tim Goodman on Eisner, "CEO Eisner seen as Cruella."

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