I still think EA would make a nice bolt-on addition to Disney. But, when Lucasfilm only costs $4 billion, it is hard to see Disney paying $5.3 billion for EA (a 20% premium to the current market capitalization if you apply $1 billion in net cash to the purchase cost). The refresh of the game consoles should help the game business. With Lucasfilm's characters, the new wholly-owned Marvel characters, and the classic cartoon characters, Disney may finally have the fire power to make it in the game business on its own.Buying EA would provide Disney a wide range of family-oriented games. Being able to market Disney's small band through EA's powerful system seems like a one-plus-one situation that comes up to more than two. Disney is #1 in so many businesses it just might want to look at EA and see if it can't be #1 in game entertainment too.Just a thought...W.D.
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