Cheese, while a consumer product, is very different than toys which can be fad-driven,

We are confident that Disney's articulated strategy the focuses on paring back [capital expenditures], reducing costs and refocusing on returns will eventually bear fruit, ... In addition, Disney boasts the most enviable stable of branded characters in the entertainment industry.

It's driven by economics now. This is a trend, not a fad.

We've proven you can make a consumer product with RF that is reliable.

With the consumer Internet, if you're not embarrassed by your first product release, you've launched too late. Everyone wants their product to be shiny, great, and revolutionary, so they take too long in the development cycle to build this really shiny thing, when in fact time really matters.

There isn't an industry where product prices come down faster than consumer electronics.