Speaking as one of those 100,000 people (I get through between 4 and
10 DVDs per month), I will miss Netflix when it goes. It has been very
disheartening that every time I've looked at my queue lately, another
couple of titles have been listed as becoming "unavailable."



On Mon, Sep 19, 2011 at 4:44 AM, PGage <[email protected]> wrote:
> On Mon, Sep 19, 2011 at 1:21 AM, Wesley McGee <[email protected]>
> wrote:
>>
>> This is something a company does when it is flailing. Days after reports
>> came in that they misestimated what subscriber loss they would have with the
>> new price structure, they announce what looks to be a panic restructuring.
>>
>> http://blog.netflix.com/2011/09/explanation-and-some-reflections.html
>
> I'm not sure this is the accurate spin. The misestimate of subscribers was
> based on a year ago, not an estimate of loss over the last 2 months. And
> spinning off a separate service is pretty much the direction they have been
> going in all summer - putting the two businesses on two different footings,
> and making it clear that they will live or die primarily with the streaming.
> What they did not want to be in 5 years is the king of mail order DVDs - to
> about the last 100,000 people who watch more than 3 DVDs a year. They would
> rather try and fail to be a real player with streaming, which they see as
> the future. If, in 5 years, Blockbuster is making a lot of money mailing out
> DVDs, then Netflix will have been shown to have made a mistake. Hard to
> predict the future, but I don't think betting on streaming is too stupid.
>
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