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  • Disney's China Move: A Big Growth Opportunity for Mickey [View article]
    I'm not so sure they will make 'nothing' on their licensing rights. Qualcomm collects royalties on its intellectual property from China as do many other companies. This is a long term story suited for longer term investors. I own a few shares of DIS and found the article interesting.


    On Nov 05 09:16 PM Alan Young wrote:

    > Okay, it's good for Disney to get a foot in China. But I think you
    > are exaggerating the importance of it.
    >
    > Disney World 1971 vs. today? That's absurd. You can't compare anything
    > going on now, in China or anywhere else, to the past 38 years. I
    > don't know anyone interested in 38-year-long investment plans. And
    > anyway the value of the franchise is much more weighted to intellectual
    > property than to theme-park traffic.
    >
    > But you already alluded to the fact that the Chinese will produce
    > Disney-themed products without licenses. This is a certainty, because
    > it doesn't even require criminal intent. Mickey Mouse was created
    > in the 1930s, and there's no reason China should accede to the US
    > rule that the copyright should apply everywhere forever. So to compute
    > the value of the Chinese market to Disney, you'd have to separate
    > the licensing deals (on which they will make nothing) from the cash
    > spending at the theme park (which will make something). Show me the
    > money, and then we'll talk about the value of the deal.
    Nov 06 08:30 am |Rating: +1 0
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