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NetFlix: America's Most Underestimated Company

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Re: NetFlix: America's Most Underestimated Company

#101
post #3

It's too bad there's no way to assign a universal "reputation" score to the various pundits out there so that readers can better assess the value of their published predictions. Michael Pachter, for instance, has been wrong on a number of occasions (he predicted Sony would dominate the current console generation and Nintendo would languish and MSFT would be #2 -- at least he got the last part right). Like the iPad wh…

I think that pundits' predictions are largely colored by their own bias, much like political pundits.

I have to admit that I'm a consumer and I still don't get the iPad. It's like an underpowered laptop that I have hold instead of letting it rest in my lap. What could the benefit possibly be? But... here I am, eating my proverbial hat.

Netflix, on the other hand, I get. I had it early and people would say, "Why would you want to wait for your movie when you could get it at the video store?" I would explain that 1. I wanted movies I couldn't get at the store and 2. I generally had 2 or 3 going, so I wasn't without something.

It's just a matter of what you value and then projecting those values onto the observed behaviors of a large population. If you see a bunch of people going to the river you might think that they are thirsty, but in reality they want to go swimming. That uncertainty makes predicting hard.

Re: NetFlix: America's Most Underestimated Company

#102
post #87

Earlier quoted context omitted.

Your use of Silverlight makes me question that assertion :-)

Why?

For starters, it's a poor choice for streaming technology on the Mac.

Can we expect to see HTML5 video support for the Mac anytime soon? It pains me that Netflix HD streams on my iPad look better than on my 1080p projector hooked up to a Mac mini.

Re: NetFlix: America's Most Underestimated Company

#103
post #97

Earlier quoted context omitted.

BitTorrent is a competitor to NetFlix in the same way that it, and P2P, was a competitor to the iTunes Music Store. Even if it's not free or not without hassle, it's still a way that some people get movies/TV shows etc. Which makes it competition.

Yes, yes, and the convenience store in the gas station two blocks down is also "competition" for the Meijer superstore with actual produce and food, that I have to drive to. It's not really competition. I never go to that convenience store because they don't have what I want to eat. So in your sense, while they exist in the same market and are therefore "competitors", that viewpoint really distorts the reality of the…

Point taken. In Netflix's view, they focus on a specific market niche so that they effectively compete in a smaller, less crowded space. But in analyzing their business, it's not unreasonable to take into account "nearby" competitors even as they differentiate. Netflix themselves do: http://www.slideshare.net/reed2001/netflix-opportunity (slide 31).

Overstating BitTorrent's influence would be a mistake, but ignoring them altogether would be a distortion as well.

Re: NetFlix: America's Most Underestimated Company

#104
post #87

Earlier quoted context omitted.

Your use of Silverlight makes me question that assertion :-)

Why?

Biggest reason: support for Silverlight is crap on the Mac, nonexistent (for video) on Linux. Market penetration for Silverlight is very low, so a large percentage of Netflix users are forced to install it or upgrade for the first time (which is lame).

Why would Silverlight be chosen on its technical merits in an engineering-driven company? I don't see many other companies making that choice and I certainly wouldn't.

I happen to know that Microsoft is very interested in persuading big web sites to use Silverlight. I always assumed someone at Netflix was bribed^Wpersuaded with an XBox integration deal, or some other licencing/partnership deal.

Re: NetFlix: America's Most Underestimated Company

#105
post #12
post #2

I won't become a netflix customer until they stop using pop-under advertising.

are you sure it's them directly and not someone advertising for their affiliate account?

They're still culpable. It's their responsibility to police their affiliates. They can't rightly turn a blind eye to the means by which they profit.

Re: NetFlix: America's Most Underestimated Company

#106

Earlier quoted context omitted.

Why?

Biggest reason: support for Silverlight is crap on the Mac, nonexistent (for video) on Linux. Market penetration for Silverlight is very low, so a large percentage of Netflix users are forced to install it or upgrade for the first time (which is lame). Why would Silverlight be chosen on its technical merits in an engineering-driven company? I don't see many other companies making that choice and I certainly wouldn't.…

silverlight supports a DRM implementation that the Studio's are happy with.

The alternative would be flash (which is a steaming pile of shit for osx and linux) and DRM for flash is shockingly expensive.

With silverlight, I can watch a 720p video on my mbp and use less than one core. I can not say the same for flash.

Re: NetFlix: America's Most Underestimated Company

#107

Earlier quoted context omitted.

Why?

Biggest reason: support for Silverlight is crap on the Mac, nonexistent (for video) on Linux. Market penetration for Silverlight is very low, so a large percentage of Netflix users are forced to install it or upgrade for the first time (which is lame). Why would Silverlight be chosen on its technical merits in an engineering-driven company? I don't see many other companies making that choice and I certainly wouldn't.…

Netflix has to deal with DRM. I've asked this question before, and it's not just the "oh, this is good, let's use it!" they've experienced the linux question plenty of times before. They have to submit to whatever their content providers demand they use. Right now, it's Silverlight. :/

Re: NetFlix: America's Most Underestimated Company

#108

Earlier quoted context omitted.

I didn't know about this. So much for my remark on integrity. Do you know if they still do this throttling? I personally never ran into this -- I've never been more than a light-to-medium user, except in spikes. Like when I when I discovered 24 six years ago. edit: Here's something straight from the horse's mouth: http://money.cnn.com/magazines/fortune/fortune_archive/2007/... "I stopped my subscription to your servi…

I don't really go for new release type movie generally, so I call shenanigans. I was a heavy user who got movies sometimes the day after I returned the last one, which was great. Then I started getting them 3, 4, 5 days later. They blamed USPS, even though no other mail to or from me was slow at all, so I started tracking the returned movies. They uniformly were delivered back to the warehouse just as quickly as befo…

Addressing the 'Their loss' comment - Netflix could be happy you left from a business standpoint. I've talked to wireless carrier network execs who can speak specifically to the type of subscribers who they would like to encourage to leave the network.

Re: NetFlix: America's Most Underestimated Company

#109
post #106

Earlier quoted context omitted.

Biggest reason: support for Silverlight is crap on the Mac, nonexistent (for video) on Linux. Market penetration for Silverlight is very low, so a large percentage of Netflix users are forced to install it or upgrade for the first time (which is lame). Why would Silverlight be chosen on its technical merits in an engineering-driven company? I don't see many other companies making that choice and I certainly wouldn't.…

silverlight supports a DRM implementation that the Studio's are happy with. The alternative would be flash (which is a steaming pile of shit for osx and linux) and DRM for flash is shockingly expensive. With silverlight, I can watch a 720p video on my mbp and use less than one core. I can not say the same for flash.

> With silverlight, I can watch a 720p video on my mbp and use less than one core. I can not say the same for flash.

A 720p video from Netflix? That definitely wasn't the case for me last time I tried, maybe 2 months ago.

edit: to clarify, it's not even possible to stream 720p from Netflix on a Mac, regardless of how many cores it might take.

Re: NetFlix: America's Most Underestimated Company

#110

Earlier quoted context omitted.

Biggest reason: support for Silverlight is crap on the Mac, nonexistent (for video) on Linux. Market penetration for Silverlight is very low, so a large percentage of Netflix users are forced to install it or upgrade for the first time (which is lame). Why would Silverlight be chosen on its technical merits in an engineering-driven company? I don't see many other companies making that choice and I certainly wouldn't.…

Netflix has to deal with DRM. I've asked this question before, and it's not just the "oh, this is good, let's use it!" they've experienced the linux question plenty of times before. They have to submit to whatever their content providers demand they use. Right now, it's Silverlight. :/

I don't buy that. Why is Flash good enough for Hulu's content providers, but not Netflix's?
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