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(On a tangential rant). It took me a long time to come the realizaton that subject matter knowledge was not a mandatory requirement for school teachers. Teachers are hired based more on how effective of a "babysitter" they were, than anything to do with subject matter knowledge. The only...

This shouldn't be too surprising. Over the years I encountered younger "music nerd" types who didn't know who Eddie Van Halen was.

Hmmm .... https://www.nytimes.com/2020/10/12/business/media/disney-streaming-reorganization.html https://www.cnbc.com/2020/10/12/disney-reorganizes-to-focus-on-streaming-direct-to-consumer.html "I would not characterize it as a response to Covid," CEO Bob Chapek told CNBC's Julia Boorstin on...

I'm not as familiar with how banks and mortgage companies would be able to make an arrangement of this type to avoid mass defaults. Besides a government bailout or subsidy of some type. (Without getting heavily into politics).

Ok josh. You're examining it on a shorter time horizon, over the next year or so. I'm thinking of it more from a longer term and historical perspective. If something is shorter term like another year or so, then I'm guessing the issue becomes whether rent, mortage payments, property taxes...

In various towns I have lived in over the decades, I have noticed when a large retail place starts to decline or becomes "almost dead", the property owners will sometimes demolish / bulldoze away the spaces they can't seem to rent out to a new tenant. This seems like a waste, though I suspect...

I'm guessing it depends on which part of town such a theater is in. (As an example). If a cinema is in a standalone building in the middle of town where parking is at a premium, one possibilty of another land use is to demolish the old cinema building and whatever is left in an entire city...

There is one obvious scenario where cinemas/multiplexes can be easily converted for other uses: demolish the old cinema building and build something new there. Though this means the old cinema is permanently gone.

Some catalog titles on vhs were dipping into the $20 a pop range around 1988-1989 or so. That was around the time I started buying prerecorded vhs tapes, albeit mostly concert videos.

I also did this during the vhs era circa late 1980s -> 1990s, albeit very infrequently. For example, such as buying Terminator 2 and Blade Runner (criterion version) on laserdisc. The vhs tapes I did buy which I watched a lot afterward, was stuff like: They Live, Goldeneye, The Dead Pool, Evil...

How about something like second tier superhero movies?

Some more punditry by research analysts. https://www.theguardian.com/film/2020/may/02/studios-bypass-cinemas-with-lucrative-streaming-premieres-the-end One passage popped out to me: PVOD releases would also likely cannibalise secondary windows. If you rent a film for £15.99, you’re not then...

35mm is one of the few reasons I would still be watching something in the theater. (Unfortunately there has not been many films of interest to me which was possibly shot on 35mm over the past decade or so). If I hear that something I'm possibly interested in was done all digitally without any...

Heh. https://deadline.com/2020/04/trolls-world-tour-jeff-shell-comcast-earnings-call-1202922028/ If the theater chains don't do a complete blanket boycott of Universal, I wouldn't be surprised if it's primarily the huge tentpoles and "awards"-worthy type of films, which end up still on...

With the theater chains being in a weakened state, they have noting to lose by taking an official hard line. (Especially if the executives are privately anticipating bankruptcy).

All this war of words may very well sound like petulant infighting in a non-essential sector. Nevertheless, I believe it is better for these folks (or fools?) running Universal, AMC, Regal, etc ... to be transparent.

At this point I have to wonder if there's something else bigger at play with Comcast/Universal. For example, is Comcast finding a way to push AMC off the cliff and into bankruptcy ? If so, can Comcast just buy up the carcass of AMC (less liabilities) on the cheap in bankruptcy proceedings?

Can they penalize/censure their members for breaking away from a unified front ?

The only way Universal will blink first, is if AMC forms a unified front (or cartel) with Regal and CineMark. (Assuming they don't file for bankruptcy first).

Almost like playing a game of "truth or dare". :)

Sounds like AMC just going through the motions, until they file for bankruptcy.