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  • Vonage: Implement A Radical Marketing Shift Or Sell The Company [View article]
    There is a huge number of people that still have a land line so just positioning it as as international calling feature from your mobile would miss the land line customer base. I am a Vonage user. The biggest appeal to me was being able to call worldwide for the same price i was paying my phone provider for local. Add to that i got Voice mail and caller id (which would have costed me extra with my regular phone provider)

    So bottom line the pitch that I can connect with is - Call worldwide *unlimited* from your mobile and your home phone for a price lower than your current phone provider.
    May 25 01:50 AM | Likes Like |Link to Comment
  • Further Proof That Netflix Is Dying A Not-So-Slow Death [View article]
    But my point or rather question was the silver bullet you mention regarding streaming obligations and content costs are going to be the same for Amazon or for that matter anyone who needs to acquire content for streaming, no?
    Oct 28 10:46 AM | Likes Like |Link to Comment
  • Further Proof That Netflix Is Dying A Not-So-Slow Death [View article]
    What i dont understand from your article and analysis is that what is unique about Netflix's business model that makes it unsustainable. Your entire article revolves around streaming obligations and content costs which are not unique to Netflix only right? Any other company in the business of streaming will have to deal with the same issue. Can you please explain how does it affect only Netflix and not others?
    Oct 27 09:57 PM | Likes Like |Link to Comment
  • Genco Shipping: Overvalued and Overleveraged in a Collapsing Market [View instapost]
    Thanks for the detailed article. I had a question on the debt covenants. I thought the 2009 amendment of their credit facility (see article link below) would be financially very beneficial to them since all the debt collateral requirements would be waived indefinitley. To me it meant that even if the market value of the vessels dropped significantly in the short term they would not be in default of their collateral requirements. That has been one of the main reasons why i thought such a high debt would still not be a bad thing for Genco. Can you please enlighten.
    Feb 13 02:22 PM | Likes Like |Link to Comment