Posted by Derek Janssen on 02/24/06 21:13

Goro wrote:

> Bob wrote:
>
>>If DVD rental was such a great business, how come WalMart got out of
>>it?

(Um...because they set out not having a clue how to do it in the first
place, and lost money by doing it WRONG?) :)

> Although this is an extremist view, it may be on the right track. With
> rumors that iTunes will be offering full movie downloads soon and with
> just about every major studio trying to figure out how to make video
> downloads work (and all the illegal movie downlaods currently going on)
> coupled with the rapidly increasing availabilty of higher and higher
> bandwidth connections, paradigm might shift from DVD rental by mail to
> DVD rental by download.

And then they'll find out how crappy it is, which's why satellite-PPV
didn't particularly dent Netflix's business any, either.

> Netflix rose pretty quickly, but it
> could fall much faster.

As soon as something replaces DVD's.

Derek Janssen (oo, maybe we'll all watch movies on our iPod!)
ejanss@comcast.net

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