Summary:

I’ll get in trouble for posting this, but what the heck…if they ask to take it down, I will.
Anyway, following on the Merrill Lynch resear…

I’ll get in trouble for posting this, but what the heck…if they ask to take it down, I will.
Anyway, following on the Merrill Lynch research note yesterday, asking Disney to pull the plug on its MobileESPN. The chart in the note details the revenue modeling which ML analysts have come up with.
I still don’t think it is a good idea to give it such a short shrift. It need more takes and iterations and the industry and Disney needs to be willing to be patient on that. It might be that the bottomline considerations and shareholders/Wall Street might not allow that leeway, but that would be a shame.

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