Bruce
Bender and Chloe, the real Members of the Year
Original poster
Supporting Founder
Lifetime Supporter
- Nov 29, 2003
- 15,966
- 20,522
Eveerybody has been making a big deal about Disney, but it’s total debt is $44 Billion, Comcast’s is $94 Billion .To be honest, everyone being critical about this is missing the point ....there was no play here. This was a put/call arrangement and Disney could have said "no we don't want this" to anyone that would listen, but still be on the hook. NBCU was going to execute their end and force Disney into a corner.
Disney actually did the best thing they could by moving the arrangement to a sooner date. They know NBCU needs the cash and there's a really good chance that Hulu will only increase in value. If you're taking the hit, take advantage of your opponent's weakness and try to minimize that hit.