On Aug 3, 2011, at 12:22 AM, Scot Hacker wrote:

> 
> On Aug 2, 2011, at 11:55 PM, Joar Wingfors wrote:
> 
>> 
>> On 2 aug 2011, at 23:41, Scot Hacker wrote:
>> 
>>> I'd be really bummed to see optical going away before streaming catches up.
>> 
>> Guess what the best way to make streaming catch up is? Introduce incredibly 
>> popular media consumption devices that doesn't have optical drives...
>> 
> 
> The Netflix streaming catalog isn't tiny because people still have handy 
> optical drives. It's tiny because the studio licensing terms are 
> difficult/arcane/expensive. Apple can disappear optical all it wants - it's 
> not going to have any effect on the byzantine licensing problems Netflix 
> grapples with. Totally orthogonal problems.
> 

We're about to cancel Netflix.
DVDs are scratched and dirty.
Their streaming collection never haves what we want.

Can Apple secure more/better licensing?
I should hope/think so! They have built the hardware, software and an ecosystem 
that content makers need to deliver their product.

Why would Netflix ever get a better licensing deal than Apple?  
Rationale?

Anyone paying 90x for P/E should rethink (and soon now).
K

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