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  • Kill The Microsoft Surface Tablet [View article]
    I seriously question whether you have used a Surface Pro 2. To say it is too slow is ludicrous.

    It is a damn fine computer with a great form factor. I use a docking station with it in the office, and can slide it out and use it anywhere for any computing purpose (PC or tablet).
    Apr 9 06:08 PM | 3 Likes Like |Link to Comment
  • Kill The Microsoft Surface Tablet [View article]
    Exactly. The Surface Pro 2 is a fabulous computer.
    Apr 9 03:31 PM | 5 Likes Like |Link to Comment
  • Amazon unveils Fire TV set-top [View news story]
    With enough money anything can be replicated.

    In business, saying someone can replicate a business model generally implies the ability to grow and compete.


    What you meant to say is that replicating Netflix would be very difficult and a massive risk for any business actually attempting to duplicate their subscriber base and content mix.
    Apr 2 08:31 PM | 3 Likes Like |Link to Comment
  • Amazon unveils Fire TV set-top [View news story]
    "Anyone can replicate Netflix."

    Sure. All they need is 40 million paying subs to offset the content costs, or be willing to sink billions of dollars into content and hope they can undercut Netflix in cost, improve on the Netflix interface, do a better job than Netflix at predicting relevant content for users, and turn a profit in a reasonable amount of time to justify it being a good business decision.

    Like you said... Anyone can do that.
    Apr 2 03:23 PM | 3 Likes Like |Link to Comment
  • Sony's Virtual Reality Headset May Put An End To The Television [View article]
    People do not even like to wear 3D glasses around the house. A VR set is a deal breaker for all except people strapping in for a long gaming session.

    And mobile and social media gaming has shown that most people are rather casual gamers.

    I like the idea, but the market is going to be limited... even with developer support.
    Mar 21 10:31 AM | Likes Like |Link to Comment
  • Report: Amazon Prime to $99 [View news story]
    Dropping it. Amazon should give people the option to dump Prime Video and keep the old price.

    I don't use, want or want to pay for Prime Video. I will dump all of Prime if they force me to pay for their investment in streaming video.
    Mar 13 09:31 AM | 3 Likes Like |Link to Comment
  • Amazon: Prime Is Not Just Good For Customers [View article]
    I also noticed you quote Netflix as costing "$16/month in terms of subscription" which is just factually incorrect.
    Mar 7 09:50 AM | 2 Likes Like |Link to Comment
  • Amazon: Prime Is Not Just Good For Customers [View article]
    You do realize that the link that you are using to pump Amazon reviews (as a major bullet point summary) ends with:

    "However, at home, I will continue using Netflix Instant and cancel my Amazon Prime membership, mostly because the cost flexibility is still more important to me, and I really hated feeling like Amazon was always trying to upsell me."

    That is hardly a trend of ringing endorsements for Amazon Prime over Netflix for streaming video.
    Mar 7 09:47 AM | 6 Likes Like |Link to Comment
  • Amazon mulling Prime price hike; shares now -4.7% AH [View news story]
    Without free shipping, I would dump both the corporate (business) and personal Prime accounts.
    Feb 1 08:48 AM | Likes Like |Link to Comment
  • Outerwall Revenue Expectations Are On The Optimistic Side [View article]
    Not sure if everyone saw this, but kiosk revenue was down in 2013.

    http://bit.ly/KObp27

    .3% in Q4 and 1.02% for the full year.

    In fact, no major area of physical media (rental or sell through) had growth in 2014. BD had an anemic 5% sell through growth, but physical media sales as a whole were down 8.07%.

    Meanwhile, Electronic Sell Through (EST) was up 47.12%, VOD was up 4.79% and subscription streaming was up 32.13%.

    Put simply, if you are betting on growth on ANY physical media, you are betting on the wrong horse. That is simply not where the growth is.
    Jan 24 12:05 AM | Likes Like |Link to Comment
  • Short Netflix On Amazon Prime Success [View article]
    Hope you got out before your theory of Amazon Prime hurting Netflix got debunked.
    Jan 22 09:26 PM | 1 Like Like |Link to Comment
  • Short Netflix On Amazon Prime Success [View article]
    BTW.. DEG Report came in today for 2013.

    Physical Media Sales DOWN 8.07%
    Kiosk Rentals DOWN 1.02%
    Subscription Streaming (Amazon excluded) UP 32.13%

    Total Physical Rental DOWN 9.82%
    VOD UP 4.79%
    Jan 7 07:16 PM | Likes Like |Link to Comment
  • Short Netflix On Amazon Prime Success [View article]
    Movie windows are pretty well established. The loss of sell through revenue has not really made much change to that window, except for digital sales to get a new window before DVD/BD sales and for DVD/BD rentals to get a later window (Redbox and Netflix agreeing to not rent some titles when they do on sale on disc).

    Netflix has both created a lucrative new window (catalog window), as well as started to be a player in the First Run (Pay TV) Window (Lionsgate, Paramount, MGM, Relativity, FilmDistrict, Open Road and Dreamworks Animation). Netflix will also have first run rights to Disney (including Pixar and Marvel) starting in 2016.

    The deals will happen (even with EST and VOD growth) simply because the windowing system helps studios maximize their revenue for each title.
    Jan 6 06:43 PM | Likes Like |Link to Comment
  • Short Netflix On Amazon Prime Success [View article]
    "Gosh Dad, why can't we watch The Hobbit? I see it right there on Vudu".

    "Well son, we will have to wait because paying for it now will mean the end of media consumption as we know it"... ;-)


    The fact is that EST is growing because people will pay for and consume what they want. At the same time, SVOD (Netflix) is also growing because it represents a great value proposition to households.

    Each growing is not mutually exclusive since each is simply replacing its peer on the physical media space (DVD/BD sales and rentals). Each has it's window and consumers can decide to pay for what they want sooner, or wait until it hits a sub based system.
    Jan 6 11:44 AM | Likes Like |Link to Comment
  • Short Netflix On Amazon Prime Success [View article]
    First off, you can strike iTunes and Vudu off the list. Those are VOD and EST retailers. Amazon Prime is great at what it does (shipping), but there is very little unique content that they stream.

    HBO Go could be interesting if they opted to de-couple from the MSOs. I would expect their subscriber numbers to jump and possibly catch Netflix domestic subs if they did.

    But since both Netflix and HBO Go (standalone) are relatively inexpensive and none of their content overlaps (with each having exclusive deals with major studios and original content), I would expect most households interested in streaming to have both.
    Jan 6 11:39 AM | Likes Like |Link to Comment
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214 Comments
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