The downside risk is not because of increased royalty payments, it's that the 
number of new subscribers might not be enough to make up for the lower 
subscription fees.[/QUOTE Wrote: 
> 
> 
> My opinion is that Rhapsody is going to face two risks going forward:
> 
> 1.  My understanding of the formula as to how the record industry is
> demanding royalty payments is that royalties will go UP as Napster
> increases its subscriber base; and,
> 
> 2.  As subscriptions increase, Napster won't be able to keep up with
> demand resulting in poor service.  Just look at AT&T and its iPhone. 
> Its network in general can't support the demand for 3g service from this
> phone.  I see Napster facing stress on its servers causing an inability
> to deliver.  And if it goes to a "cloud" service, it will have to pay
> increasing fees to the "cloud" provider.  I really see this as a
> black-hole for Best Buy, just like youtube has become a cash-burner for
> Google.
> 
> Google has been trying for quite awhile now to make youtube
> self-sustaining however it has yet to create a viable model.  Best Buy
> doesn't have the resources of Google and if Best Buy sees that Napster
> is dragging it down with no hope of a turnaround, it will cut it loose. 
> The concern is that along the way, Rhapsody will burn out first, leaving
> no subscription service featuring on-demand songs, albums and artists.
> 
> If Napster succeeds, then great.  I believe in capitalism.  However I
> just have this dread that in the long-run this new model from Napster
> may hurt the whole subscription model for this type of service, leaving
> us with no Napster, no Rhapsody and nothing to take their place.  I
> don't find the playlists offered by Pandora, et al to be an equal
> substitute for the on-demand experience I now get from Rhapsody (and I
> assume from Napster too).


-- 
mortslim
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