“From a psychological standpoint, Chicken Little is very important for Disney. Everything is touched by animation and if they don't refresh it, it becomes frayed at the edges.”
“This is a very, very difficult situation for Icahn to win beyond what he's done already. This is a very large float -- 4.6 billion shares outstanding. Even with 10% of the shares, it's hard to see that he would be able to meaningfully change the direction of the company.”
