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Disney to Acquire Twenty-First Century Fox

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Re: Disney to Acquire Twenty-First Century Fox

#291

Maybe there will be a consolidation and some crappy repetitive movies will go away? I think these businesses are overvalued. What happens when consumers get sick of the super hero genre? EDIT: for whoever down-voted - that wasn't a sarcastic question. Honest question of what happens when the main products lose popularity? If there is a downturn in interest in that, will they get their $50B back?

They'll make westerns.

Wrestling pictures!

Re: Disney to Acquire Twenty-First Century Fox

#292
post #76

What will happen to the Nakatomi Plaza / Fox Plaza (skyscraper in LA). Would like to see a remake with little CGI, like the original Die Hard 1/2. https://en.wikipedia.org/wiki/Fox_Plaza_(Los_Angeles)

Firstly, Fox doesn't own that building. It's owned by The Irvine Company. The 50 acre Fox Lot next door however is stated to not be part of the Disney deal [1]. Meaning, Rupert would retain ownership of the land (valued at $1.8 Billion).

[1] https://deadline.com/2017/12/fox-studios-lot-future-disney-m...

Re: Disney to Acquire Twenty-First Century Fox

#293

Sane antitrust regulations should kill this deal. It is bad for everybody other than shareholders of those two companies. In particular bad for customers, other companies and employees: https://www.economist.com/news/finance-and-economics/2172555... https://www.economist.com/news/briefing/21695385-profits-are...

King's extending the kingdom's library.

This sounds like a great investment for the upcoming streaming platform.

Much of 21CF content is already dubbed or subtitled. But Netflix still has the advantage of being the early pioneer, already accessible in a plethora of countries.

Re: Disney to Acquire Twenty-First Century Fox

#295

Sane antitrust regulations should kill this deal. It is bad for everybody other than shareholders of those two companies. In particular bad for customers, other companies and employees: https://www.economist.com/news/finance-and-economics/2172555... https://www.economist.com/news/briefing/21695385-profits-are...

It's not so black and white. Stratchery posits consolidation may promote competition at the distribution layer, where Netflix presently stands to dominate: "To that end, might it be better for consumers, not-so-much today but ten years from now, if Disney were fully empowered to compete with Netflix? What is preferable? A dominant streaming company and a collection of content companies trying to escape the commoditiz…

In the long term only content matters, not distribution. Netflix has built a very technically impressive distribution platform, but it is only as valuable as the content they have the rights to deliver.

It will only get easier and easier to make a distribution platform as the technologies required get cheaper, and the body of knowledge of how to do it grows.

Disney's content library is already far more valuable than Netflix's and acquiring Fox only increases the gap.

Re: Disney to Acquire Twenty-First Century Fox

#296

Earlier quoted context omitted.

Kind of like how Google made Android free to head off Microsoft, not realizing that Apple would be their mobile competition.

Google did make Android free to head off Microsoft, but it was already very clear Apple was the primary competition. They were trying to take Microsoft’s place in the new Duopoly.

From my understanding Android's launch was delayed because they didn't know how amazing the first iPhone was before its release. That seems to me they were taking it seriously as they were competing with Blackberry at the time if I am correct.

Re: Disney to Acquire Twenty-First Century Fox

#297

Earlier quoted context omitted.

It's not so black and white. Stratchery posits consolidation may promote competition at the distribution layer, where Netflix presently stands to dominate: "To that end, might it be better for consumers, not-so-much today but ten years from now, if Disney were fully empowered to compete with Netflix? What is preferable? A dominant streaming company and a collection of content companies trying to escape the commoditiz…

In the long term only content matters, not distribution. Netflix has built a very technically impressive distribution platform, but it is only as valuable as the content they have the rights to deliver. It will only get easier and easier to make a distribution platform as the technologies required get cheaper, and the body of knowledge of how to do it grows. Disney's content library is already far more valuable than…

I watch far more original content from Netflix and Amazon than Disney and Twenty-First Century Fox. Disney's market cap is only double that of Netflix. Considering Netflix doesn't own theme parks or run a merchandise machine, I'd say they are more well positioned with content than you portray.

Re: Disney to Acquire Twenty-First Century Fox

#298

So, will the Fox fanfare return to all Star Wars films, past and present, from now on?

Serious question: why do people want this so badly? Just nostalgia? (Too young to have see the OT movies in theaters, so I don't have that) For me, sticking the cheesy fox logo and fanfare at the beginning of the movies would make them worse, not better.

Another interesting tidbit:

John Williams put the opening theme to star wars in the same key as the Fanfare (b-flat major)

https://en.wikipedia.org/wiki/20th_Century_Fox#Logo

Re: Disney to Acquire Twenty-First Century Fox

#299
post #289

Earlier quoted context omitted.

I'm oversimplifying, but I'm not "throwing out populist phrases because they sound good." Be careful not to conflate your reaction and my intention. I agree that intellectual property needs reform, but that's a separate issue.

No. Intellectual property is the real issue here because this is what allows Disney to do these things. Whatever your intention you used a populist argument that anti-market people have used for 100s of years, and given that there huge numbers of companies still in existence that argument should have been disqualified by now. Just stopping a merger does not change the underlying structure and will accomplish little.

I honestly don't care if Disney owns all of media or not. What the market does is little of my concern as long as it doesn't conflict with my own interests.

I assume you're a strong proponent of laissez-faire, then?

Re: Disney to Acquire Twenty-First Century Fox

#300
post #124

Earlier quoted context omitted.

But think of the x-men mobies

Now they're gonna get worse. Before that, we could at least hope to see a good movie like Logan. Now if Marvel does them, we know they're going to be mediocre like all other Marvel movies, with bad jokes every 87 seconds.

I seriously hope Disney allows the Fox brand to exist for more mature/darker properties. It would be fatiguing to keep seeing PG-13 MCU movies while Deadpool rots on the vine.
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