Michael Eisner hasn't been up to much since his departure from Disney.
It looks though, like Eisner is eyeing the Online Video sp
ace. With broadband becoming more and more prevalent in US homes, the technological
infrastructure/capability for streaming videos is reaching fruition. With American Idol and the plethora of
reality t.v. shows abounding, there is a discernible trend towards amateur/'real' videos and the corresponding stars
and starlets.
The space is still being defined, but already net giant Google and Yahoo are getting positioned with video versions of their respective search engines.
Google Video is a portal type page which is hoping to bridge the gap between amateur and licensed videos and programming.
YouTube though is arguably the most successful player in this space, pulling in 9 million users a month (according to Nielson/NetRatings)
Eisner will also sit on the board of directors for Veoh. The online network space is a very interesting one and one to keep an eye on.
For Time Warner the natural motives would be to incorporate Veoh or a module/shell into its AOL portal. The distribution aspect is also huge as Time Warner's video content is tremendous (ie. Warner Brothers).
Google's plan for netbook PCs moves higher into the clouds
Closing Bell: Stock bulls and dollar death (DDRX,GMCR, PEET, SBUX, EBAY, CI, TECD)
So long peak oil, here comes peak uranium
