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Pixar's Acquisition of Disney

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I could not agree with Macke's assessment more.

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I think Pixar's acquisition of Disney is surely an interesting play. I mean, Jobs engineering a takeover of Disney when they've been unable to jump start anything meaningful for some time is great timing for this company. Essentially, Pixar is buying the company at a low. And putting Lasseter in charge of animation is a great move. Maybe he can inject some creativity back into the system. Oh, wait a second, Todd just told me Disney bought Pixar. FOR $7.4 BILLION!?!? What?!?

I could not agree with Macke's assessment more. I've seen the trailer for Cars and it looks a lot better than it did a year ago, but I'd really be surprised if it were the blockbuster that The Incredibles or Toy Story has been. It will do well. With the NASCAR craze and licensing and merchandising, it will not be a dog, but I'm not feeling something Incredible(s) happening.

The fact is, Disney has struggled with the heart of animation since Katzenberg left to start DreamWorks SKG (Let's not go there). The heart of great animation or film in general is story telling. Lasseter and his team are incredible story tellers and his contract goes through 2011. If Lasseter can retain his talent - which I would hope was part of the deal structure - including people like Brad Bird - then they can put out a number of films that will help buoy the Disney name and bring some magic back to the kingdom.

Finally, the Jobs factor presents some interesting dynamics. I'm keeping a close watch on the Apple impact - The next iPod ESPN/Pixar/Desperate Housewives/Speed Pass for Magic Kingdom edition could be in our future. Stay tuned.
Position in AAPL
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