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atmabus

 
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  • A New Perspective On Net Neutrality [View article]
    Agree. The cable pricing model is broken and there is very little we can do about it. I would hate to see a similar outcome for internet access.
    Mar 3 12:01 PM | Likes Like |Link to Comment
  • A New Perspective On Net Neutrality [View article]
    Well said. The net neutrality debate continues although it seems likely that net neutrality will not exist as it does today. Let's hope we get to some reasonable middle ground where content can remain unfettered and we keep the infrastructure power players at bay.
    Mar 3 10:11 AM | Likes Like |Link to Comment
  • The Real Reason Big Businesses Fail [View article]
    touche!
    Jan 15 10:16 AM | Likes Like |Link to Comment
  • The Real Reason Big Businesses Fail [View article]
    Agree. its like pro sports teams. Billionaires dont care if they are good investments, they just want to own one.
    Jan 14 12:09 PM | Likes Like |Link to Comment
  • The Real Reason Big Businesses Fail [View article]
    Very good point re: employee exits. Brain drain of those that see the writing on the wall accelerates the fate for companies that have blinders on.
    Jan 14 10:04 AM | Likes Like |Link to Comment
  • The Real Reason Big Businesses Fail [View article]
    Agree. With cigarettes specifically, there is a relatively inelastic demand that is unique - but price increases can only drive the ship for so long. Not sure what they will do in terms of diversifying their base but its tricky when its the core business that is declining.
    Jan 13 11:55 AM | Likes Like |Link to Comment
  • The Real Reason Big Businesses Fail [View article]
    Very good point ponchovilla. It would be interesting to assess the optimal size of a company - one that is big enough to scale but small enough to avoid the beauracracy you mentioned. The world moves quick now and incumbents cannot stay complacent for too long as competition is fierce and barriers to entry are eroding.
    Jan 13 09:58 AM | Likes Like |Link to Comment
  • Amazon's Strategy Problem [View article]
    I agree with many of you that the stock is priced to perfection. With its seemingly disjointed strategy, it does seem to hard to see the clear path to it. Bezos is one of those white hot entrepreneurs that noone wants to doubt, but perhaps divinecomedy is right about the photos :).
    Nov 12 09:08 AM | Likes Like |Link to Comment
  • Boston Beer Keeps Chugging Along [View article]
    actually i didnt - timely to the artlcle though!
    Mar 22 12:34 PM | Likes Like |Link to Comment
  • Boston Beer Keeps Chugging Along [View article]
    good point. There were some microbrews back then like Sierra Nevada and Red Hook, but SAM definitely put all of them on the map
    Mar 22 10:20 AM | 2 Likes Like |Link to Comment
  • Netflix Not Necessarily Sustainable [View article]
    Some good points here. It is possible for NFLX to increase their rates much like the cable companies did and still do. The difference though is that there was virtually no competition since there was one cable company option. With the net, there are new distribution arms coming out every day - and some like HULU continue to gain traction. This will keep pressure on NFLX to keep their monthly rates competitive.

    I agree with everyone that the model is the way to go and the forced bundles from cable co's are finally seeing their monopolistic positions dwindle.
    Dec 23 02:49 PM | Likes Like |Link to Comment
  • Netflix Not Necessarily Sustainable [View article]
    You already see their gross margins dropping quarter over quarter - that's where it impacts NFLX. Remember the $1B was only for specific content from 3 studios. There are alot more people out there that will start charging for content (including some that are currently offering it up for free to gain interest).

    It really comes down to can NFLX continue to increase subscribers to offse the evergrowing content costs ?
    Dec 23 02:44 PM | 1 Like Like |Link to Comment
  • Get Ready for the e-Commerce Internet Tax [View article]
    The point of the article has nothing to do with the research on tax laws. Your points are right but not germane to this article. States are going after consumers directly now. And I don't have a problem with it. Thats the article. Period. No tax research was required. It's an opinion not a research thesis.
    Dec 17 09:06 AM | 1 Like Like |Link to Comment
  • Get Ready for the e-Commerce Internet Tax [View article]
    I understand the concept of jurisdiction and was using Amazon and NY as examples. Sure Amazon has facilities there, but it doesnt change the fact that every state is going after internet commerce revenues. The "use" tax that is relevant here is the one at the consumer level that the states are going after. And yes, it's "esoteric" to consumers because no one knows they are supposed to pay it. Businesses pay use taxes all the time, but you're comparing apples to oranges here because that's on something completely different.
    Dec 16 10:11 PM | Likes Like |Link to Comment
  • Get Ready for the e-Commerce Internet Tax [View article]
    Thanks for the "constructive criticism". There may be some esoteric rule on "use tax", but the practicality of it is that if you don't collect the tax on the front end and noone knows about the rule, than its not very effective. If it was so embedded in society, states wouldn't be running to change the rules to tax at the time of purchase so quickly. NY for example charges for AMZN purchases at point of sale. I'm not the first to comment on this subject, I think its interesting to look at the rationale of treating online and offline companies differently. That is the crux of my post.
    Dec 16 01:23 PM | Likes Like |Link to Comment
COMMENTS STATS
22 Comments
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