DreamWorks Animation SKG Inc. (DWA)

All Comments on DWA

  • commenter
    Der Vatcher
    May 04 10:32 AM
    Summer Movies Projected to Be Recession Proof Again [view article]
    "Iron Man" is destined to be the arrowhead in a very sprited summer movie season, and this film's sequels are already set to go. I suggest anyone attending the film stay through the credits and see the little 30-second coda featuring a surprise appearance by another Marvel character (played by an actor anyone would logically place in that role) to discuss with Tony Stark a plan that will definitely require more Marvel heroes. Ka-ching! Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:16 AM
    My Website
    General Discussion on DWA
    Is this a buy or a sell? Reply
  • commenter
    GREENLANTERN
    Feb 28 12:13 AM
    Wall Street Breakfast: Must-Know News [view article]
    iF WE HAVE BILLIONS OF CUBIC FEET OF NATURAL GAS RESERVES?/WHY NOT UTILIZE IT TO RUN OUR CARS AND TRUCKS,ECT,ECT?CONSPIR... BY CONGRESS AND BIG OIL/ WE CAN BRING THE OIL COUNTRIES TO THEIR KNEES OVERNIGHT OR WOULD IT RUIN THE AMERICAN ECONOMY?JUST A THOUGHT, AS IT WILL BE HALF THE PRICE OF OIL TO UTILIZE THESE RESEVES AND IT IS A GREEN FUEL.AS USUAL THE AMERICAN PEOPLE IF HAD THE CHOICE WOULD PAY A PREMIUM TO STOP MONEY FLOW TO CHAVEZ ,AND OIL TERRORIST COUNTRIES,BUT HAVE NONE AND OUR WALLETS AND ECONOMY IS BEING HELD HOSTAGE TO OIL AND OIL BIG SHOTS.I WONDER IF THERE IS A CHAMPION OUT THERE INTERESTED IN MAKING LOTS OF MONEY AND PROVIDING THAT CHOICE? Reply
  • commenter
    scorpion
    Feb 27 11:52 PM
    Wall Street Breakfast: Must-Know News [view article]
    they should ban F-ing msft altogether Reply
  • commenter
    wwwenger
    Feb 27 02:11 PM
    An Amazing Graphic on Box Office Receipts [view article]
    Just to be sure I understand how this graphic works --
    1) the height of the "mountain range" in the fixed x-axis version (and the total vertical spread in the other version) indicates the total size of the movie-going audience at a particular point in time? Is this only for first-run films, or for all movies in theaters across the country, including revival showings at repertory houses?
    2) when a new film opens its graphic area starts at the apex (in the fixed x-axis version) of the areas already claimed by previously opened films? That is, we're not dealing with overlaps here -- this is a two-dimensional image, not an image in which "National Treasure" rears up majestically from the same baseline as all the other films and towers incredibly high above them. The suggestion of a mountain range and the existence of convex curves at the top of the range incline me to see the area for a film as continuing behind the films below it in the graph, but I assume this is just because of a bias toward interpreting images as representations of three-dimensional realities. Pretty, but confusing.
    3) in the variable x-axis chart, why was the shape not symmetrical horizontally? Because of the introduction of some films above and some below the center (was this done on the basis of date, or of filling in where available space was growing most quickly, or what?), the tailing off of the films toward the right is not going to provide a fixed baseline in any case, so what are the reasons for the high and low points for a given date not being in symmetry? The fine effect of the graphic suggests that it was created this way for very definite reasons, but that leaves me feeling inadequate if I cannot determine what the reason was and therefore what the chart is intended to convey. Either that, or the practical purposes of the chart have been shunted aside in favor of its appealing style.
    On the whole, though, I find this approach a positive development and will be interested in seeing how it's picked up and refined in the future.     Reply
  • commenter
    Tom B
    Feb 27 09:25 AM
    Wall Street Breakfast: Must-Know News [view article]
    Well, I guess today's bright spot is the EU fine for MSFT, although that's like pocket change to them.

    I think Ben is nuts if he does another rate cut. I think I'll start papering my bird cage with worthless US dollars.

    Glad I'm not in AMGEN; I'm not likeing Big Pharma in general these days. Much more bad news in that sector than good.     Reply
  • commenter
    stocker blog
    Jan 16 05:22 PM
    My Website
    Apple, Dreamworks, Yahoo!: Do $1 a Year CEOs Really Boost Stock Value? [view article]
    HI Dave

    I liked your thorough analysis about how the $1 a year guys really get paid. However, when I posted my "$1 a year salary CEO: Good for Stocks?"article, it wasn't meant to be a scientific analysis, as I would need a sample of at least 30 to determine statistical significance. As you are aware, the total population of companies with $1 a year CEO's is very small.
    My article was more of a general observation using the assumption that if the CEO's are compensated primarly by price performance (either options or restricted stock), then it would seem that the stock performance should be good.
    If enough executives are paid this way, then it can actually add pennies per share to company earnings. National Student Marketing Corp. tried this in the 1970's with ALL their employees, and it helped the earnings and stock price enormously (before the company went out of business).

    Stockerblog     Reply
  • commenter
    john olagues
    Jan 15 12:49 PM
    My Website
    Apple, Dreamworks, Yahoo!: Do $1 a Year CEOs Really Boost Stock Value? [view article]
    Dear Dave:

    Terry Semel did better than you suggest.

    He pocketed $450,000,000 net from exercises of options and sales of stock.

    He still holds about $300,000,000 -320,000,000 in fair value of un-exercised options wih the stock at 29.45.

    Some of those options were backdated and spring loaded. Most of he costs to Yahoo were not recorded against earnings.

    If you want the details of his options grants you can go to optonsforemployees.com....

    John     Reply
  • commenter
    Tommo_UK
    Jan 15 07:56 AM
    My Website
    Apple, Dreamworks, Yahoo!: Do $1 a Year CEOs Really Boost Stock Value? [view article]
    Ok Mr "10Q Detective," so AAPL grew its PPS 13% last year. But for the last 6 years, AAPL has grown its PPS about 1200%. Now how does that compare with the other companies you mention? I think that SJ's compensation, all extras included, compares pretty modestly in terms of compensation cost per $ increase in PPS, when compared to the others.

    A 1200% increase in shareholder value. Sod the Lear Jet. Give him a 747, all trimmings included, with gold-trimmed engine cowlings, and backdate his options to 2002 for all I care. The guy is worth 10x his weight in gold.     Reply
  • commenter
    rich
    mavrogeanes
    Sep 28 08:18 PM
    Video-conference? No, Telepresence! [view article]
    We've been outfitting companies with telepresence since 1998...in fact we likely popularized the term vs. legacy "videoconferences... We welcome Cisco to the market. But while the author suggests gold-plated prices for this type of equipment, the fact is thousands of people have been doing this for years at far, far lower costs.

    I don't believe you can get almost-as-good for 1/10'th the price....you can get true telepresence for 1/10th the price, but not using legacy videoconference gear and without spending anything near $18K per month for bandwidth service, largely because the initial institutions that deploy it already have the necessary fat pipes.

    Cisco saying telepresence is good will certainly help make more people aware there is life beyond the 1970's videoconference technology. Telepresense is more related to IPTV and television broadcast than it is related to legacy videoconference gear, and its emergence as a tool for better communications will have important social, economic, and even political consequences IMHO.

    Cisco has fired a lot of blanks in recent years as they attempt to get their arms around this market, but in time they may get the right formula. In any case, video deployment drives infrastructure sales (more routers, more switches) and drives convergence (more IPTelephony, more caching), so whether Cisco does well with video or files more blanks, its still good for Ciso and the whole video, multimedia, and networking industry.

    Rich Mavrogeanes
    VBrick Sytems, Inc.
    vbrick.com     Reply
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