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David H. Deans

David H. Deans
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  • Netflix Downgraded at Morgan Stanley - Should We Care? [View article]
    This storyline about Netflix reminds me of the somewhat similar scenario around Google's amazing valuation growth.

    "Informed" industry analysts rationalized, at the time, that Google couldn't continue its upward trajectory. They speculated that once Microsoft or Yahoo got their online advertising act together, then Google would be toast. End of story.

    What they didn't understand was that BIG competitors don't always use their size to their advantage -- meaning, "theoretically" Google should never have reached their pinnacle in search advertising revenues so easily.

    Truly, you need consistently inept competitors to make these kind of quantum leaps possible. Perhaps the theory of predictable incompetence is least understood at analysts like Morgan Stanley.

    Meanwhile, Mr. Hastings looks at his competition and wonders what are they waiting for -- "Hello, is anybody else paying attention to the apparent dramatic shift to on-demand video entertainment?"
    Feb 16, 2011. 12:50 PM | 1 Like Like |Link to Comment
  • Broadband Networks: Returns on Invested Capital Stink [View article]
    @OpenYerEyes, if you have a worldly view of the broadband market, then people who expect more from U.S. service providers actually appear to be "informed" -- not morons at all.

    That said, perhaps the optimized business models from the Asia-Pac market players should be used as a benchmark for the North American service providers that need to dramatically improve their performance.

    Also, wanting parity for America in the global networked economy should be a worthy goal for 2011 -- even for the short-sighted individual with their eyes wide open, but otherwise unaware of the true reality.
    Dec 25, 2010. 02:37 PM | Likes Like |Link to Comment
  • A Contrarian Take on Future for Netflix and Google TV [View article]
    Yes, Akram, that's understood.

    And that's my point. If content owners increase the window (delaying availability of their content on Netflix), then it won't matter in a material way to their business model. Consumers typically don't become a subscriber of Netflix for access to "new release" content -- they would likely use Amazon (or a similar service) for PPV of very current content.
    Oct 27, 2010. 12:56 PM | Likes Like |Link to Comment
  • A Contrarian Take on Future for Netflix and Google TV [View article]
    Akram, you said "nflx window should be significantly postponed if they don’t want a mess on their hands" -- this is a common misconception of people who are not Netflix subscribers. I am, and I couldn't care less about new releases. I value the Netflix service because I can select the most appealing quality video content that fits my own eclectic interests.

    I'll gladly wait for the best content to make its way to the Netflix streaming service. That's what is clearly missing from uninformed analysis of this trend -- the mass-market has lost its mass, via fragmentation that results from choice.

    Granted, I may not be the target consumer for broadcast TV or traditional pay-TV -- I value my time and invest it wisely (you won't find me surfing linear TV channels looking for something to watch).
    Oct 26, 2010. 12:49 PM | Likes Like |Link to Comment
  • Google, Netflix, Apple: Trying to Shape 21st Century TV [View article]
    Sam, I would add the Samsung contest announcement to your list of noteworthy events this week. See my comment on the implications on Will's Videonuze blog
    Aug 14, 2010. 02:26 PM | Likes Like |Link to Comment
  • Warner’s Strategy: Close Eyes, Pretend It’s 2002 [View article]
    @billddrummer I agree with your assessment -- it's just a matter of time when Blockbuster sings its "obsolete retailer" swansong. To be fair, they are as inept as their main rental store competitor -- Hollywood Video (Movie Gallery, Inc) which is in bankruptcy for the second time. IMHO, both will continue to close stores, as they further slip into obscurity.
    Mar 26, 2010. 01:34 PM | Likes Like |Link to Comment
  • Netflix Gives iTunes a Big Kiss [View article]
    Any artificial delay in availability is a short-sighted move by the movie studios, since tech savvy consumers will go to the Darknet and simply download the movie for free.

    Like the prior record label business practice scenario, the government takes too long to step in and attack the restraint-of-trade and price-fixing issues, and so consumers decide to resolve the dispute their way.

    It's just one more self-inflicted bullet hole in the foot of legacy big-media companies. Stupidity is apparently in their corporate DNA.
    Jan 22, 2010. 11:03 AM | Likes Like |Link to Comment
  • The Changing Landscape of the TV Business [View article]
    Broadcast TV stations consume lots of radio spectrum that could be used for much better applications -- such as the open-market distribution of IP Video content, that public Internet access enables.

    Given Rupert Murdoch's point of view -- that the free-ride is over -- perhaps it's time for the government (on behalf of the American consumer) to start charging Fox TV for using that public spectrum.

    The FCC was chartered to ensure that broadcasters used that spectrum in the "public interest" -- but, today, they clearly use it for their own vested commercial interest. So, let's hold Murdoch to the same rationale that he has professed is appropriate.

    Either pay-up now, Murdoch, or give back the airwaves that collectively belong to the American people. Fair enough?
    Jan 1, 2010. 02:08 PM | Likes Like |Link to Comment
  • Google's Next Frontier [View article]
    Agreed, more focused local advertising still has lots of upside potential -- as the Yellowpages business continues its certain decline.

    I'm not surprised that Google wanted Yelp, but perhaps a little surprised it took this long for them to make their move. FYI, back in 2004 I wrote a column for Telephony magazine that outlined some ideas about advertiser supported Wi-Fi hotspots

    There only person to contact me to explore these ideas was a product manager from Google. In contrast, no person from any "phone company" or their Yellowpages subsidiaries apparently saw the forthcoming opportunity to better target local advertising online.

    Fast-forward to today, the two major Yellowpages publishers recently filed for bankruptcy protection from their numerous creditors. Enough said...
    Dec 29, 2009. 10:25 AM | Likes Like |Link to Comment
  • Who Defines Journalistic Narcissism? [View article]
    Frankly, local TV newscasts are the most puzzling to me, and I live in a state capital. Is a traffic accident, a small apartment fire, or yet another act of domestic violence the "most newsworthy" insight for that particular day? Nothing else happened that topped these events, really?
    Jul 6, 2009. 09:16 AM | 2 Likes Like |Link to Comment
  • McKinsey's Cloud Computing Report Is Not So Clear [View article]
    @raytayzmd I agree that this assessment reads like the kind of "analysis advertorial" that Aberdeen Group will produce for the right price.

    Frankly, even though I'm sure that McKinsey & Company has suffered a loss of consulting work due to the economy, I'm puzzled why they would risk damaging their brand a associated reputation. Very short-sighted.
    Apr 17, 2009. 11:06 AM | 1 Like Like |Link to Comment
  • A Sad Day for Newspapers [View article]
    On a positive not (beyond the "sad day" for newspapers rhetoric), the forward looking perspective will be that this is a perfect opportunity for new micro media companies to reinvigorate the news gathering and dissemination business.

    I celebrate the notion that independent thought is alive and well in America, and everywhere else where people have access to the open Internet. You can choose what you read, you choose what you want to ponder or believe.

    It's a wonderful day, not a sad day. Open your eyes, and your mind, to the upside possibilities of meaningful free speech in action, all sides of the issue finally being included in the debate, and the knowledge that there is hope -- as long as we can agree to disagree, with mutual respect and tolerance for all.
    Mar 1, 2009. 09:49 AM | Likes Like |Link to Comment
  • NYT Broadband Story: Self-Fulfilling Prophecies Make Bad Journalism [View article]
    Frankly, this $9 billion likely won't have a significant impact, but it's a start. Granted, the critics that refer to abuses of the eRate or Universal Service funding programs have valid concerns. Regardless, that's not reason enough to pull back from a commitment to address this key infrastructure handicap -- that being, the U.S. has fallen so far behind the leading broadband nations in the world, major U.S. urban areas are already at a disadvantage. This is truly a complex economic development issue that requires more than "sound bite" public policy. America needs a substantive plan of action, that's supported by all stakeholders who put the future of the country before their own myopic vested interests.
    Feb 5, 2009. 11:01 AM | Likes Like |Link to Comment
  • 10 Reasons Why Genachowski's a Great Choice to Head FCC [View article]
    Fred, I share your enthusiasm for this appointment. However, there's so much to do (and undo) from the Kevin Martin legacy. Mr. Genachowski will have a full plate of significant policy issues from day one on the job.
    Jan 13, 2009. 11:34 AM | Likes Like |Link to Comment
  • Post-CES Hoopla: Home Connectivity Remains Disjointed [View article]
    "The company that figures out the ultimate universal dashboard software that eases pain and price of being a digital consumer wins the whole shooting match."

    To the contrary, it would appear that more open and collaborative industry standards for device interfaces are what's needed in the consumer electronics arena -- to avoid the situation where consumers are beholden to any one CE manufacturer. People that buy these devices clearly don't want any single industry player dominating the digital consumer domain.
    Jan 11, 2009. 02:26 PM | Likes Like |Link to Comment