R0CKYT0P 16
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Think about that last LWS nugget. According to him Gruden doesnt want to have leaks in the program. Currie has shown in the past month or so that not only can he make deals behinds the scene, he can keep it for the most part quiet. Currie is the man that can bring Gruden. If Gruden doesnt come it wont be at fault of Currie or the boosters.
Behind in what? Tennessee can compete with just about anyone from a resources standpoint. If you don't already realize that Mullen is a really good coach there's not a lot I can say to convince you. His record speaks for itself. He's about to win 8 or more games for the 5th time at MSU. This will be the 8th time he's taken them to a bowl and he led them to their first ever #1 ranking. It's almost common sense to see that with the resources he would have at Tennessee he would most likely do very well IMO
On a related note, the speculation about ESPN having some financial challenges seems rather odd considering that their parent company, Disney, is supposedly considering buying most of 21st Century Foxs assets (studios, library, international distribution channels minus the sports and news divisions).
There again, maybe the tightening of belts at ESPN is a product of Disneys attempts to expand in other areas.
We're going through a phase of media consolidation and the strategy for those who wish to survive for a bit longer is to increase pipelines and content. Fox is waving the white flag in this respect and is downsizing. The continued success of netflix and other disrupters are a existential threat to the mega-media conglomerates. AT&T's move on Time Warner is another example of this desperation. While the broader market has been on a tear setting record high after record high month after month Disney's stock peaked in late 2015 and hasn't been able to muster any strength even in a broader market that has risen 30% above where it was when Disney was at it's peak in 2015. Meanwhile in the same time window Netflix stock has almost doubled and they aren't the only threat to Big Media. The new guys are winning and the old guys are losing. The pressure on Disney to reduce costs will not abate. They are up against a group of lean mean innovative entrepreneurs who their fat asses have little hope of keeping up with in the marketplace unless they become a lot more efficient and competitive on cost. jmo.
Since its peak in late 2015 Disney's stock is down from $120 to $100 while the broader market (S&P 500) has rallied from around 2,000 at the same time up to almost 2,600 now. In this whole time the broader market was rocketing upward every rally attempt by Disney stock has fallen well short of its 2015 price peak and then retreated. Insider ownership has reached alarming lows. By consolidating with other industry assets they'll look for opportunities to cut costs and have a higher output - i.e., cut 10,000's of jobs as they mold the newly acquried assets into their existing portfolio. jmo.
We're going through a phase of media consolidation and the strategy for those who wish to survive for a bit longer is to increase pipelines and content. Fox is waving the white flag in this respect and is downsizing. The continued success of netflix and other disrupters are a existential threat to the mega-media conglomerates. AT&T's move on Time Warner is another example of this desperation. While the broader market has been on a tear setting record high after record high month after month Disney's stock peaked in late 2015 and hasn't been able to muster any strength even in a broader market that has risen 30% above where it was when Disney was at it's peak in 2015. Meanwhile in the same time window Netflix stock has almost doubled and they aren't the only threat to Big Media. The new guys are winning and the old guys are losing. The pressure on Disney to reduce costs will not abate. They are up against a group of lean mean innovative entrepreneurs who their fat asses have little hope of keeping up with in the marketplace unless they become a lot more efficient and competitive on cost. jmo.
Since its peak in late 2015 Disney's stock is down from $120 to $100 while the broader market (S&P 500) has rallied from around 2,000 at the same time up to almost 2,600 now. In this whole time the broader market was rocketing upward every rally attempt by Disney stock has fallen well short of its 2015 price peak and then retreated. Insider ownership has reached alarming lows. By consolidating with other industry assets they'll look for opportunities to cut costs and have a higher output - i.e., cut 10,000's of jobs as they mold the newly acquried assets into their existing portfolio. jmo.
Soooo you saying Gruden is gonna coach from the pressbox or nah?
We're going through a phase of media consolidation and the strategy for those who wish to survive for a bit longer is to increase pipelines and content. Fox is waving the white flag in this respect and is downsizing. The continued success of netflix and other disrupters are a existential threat to the mega-media conglomerates. AT&T's move on Time Warner is another example of this desperation. While the broader market has been on a tear setting record high after record high month after month Disney's stock peaked in late 2015 and hasn't been able to muster any strength even in a broader market that has risen 30% above where it was when Disney was at it's peak in 2015. Meanwhile in the same time window Netflix stock has almost doubled and they aren't the only threat to Big Media. The new guys are winning and the old guys are losing. The pressure on Disney to reduce costs will not abate. They are up against a group of lean mean innovative entrepreneurs who their fat asses have little hope of keeping up with in the marketplace unless they become a lot more efficient and competitive on cost. jmo.
Since its peak in late 2015 Disney's stock is down from $120 to $100 while the broader market (S&P 500) has rallied from around 2,000 at the same time up to almost 2,600 now. In this whole time the broader market was rocketing upward every rally attempt by Disney stock has fallen well short of its 2015 price peak and then retreated. Insider ownership has reached alarming lows. By consolidating with other industry assets they'll look for opportunities to cut costs and have a higher output - i.e., cut 10,000's of jobs as they mold the newly acquried assets into their existing portfolio. jmo.
