AceInMySleeve’s Activity

Mon Dec 22

NL

Boards Post

AceInMySleeve replied to the Apple board. 7:09 PM

Re: GoPro

The problem wit GoPro is that the moat is non-existent.

I think there is a bit of a common no-moat fallacy. Approximately equal products but one with a much stronger brand typically wins. This is because people are mentally lazy and [more]

Sun Dec 21

NL

Boards Post

AceInMySleeve replied to the Netflix board. 10:35 AM

Re: The interview

There's an organization planning to air-drop DVDs from some kind of remote control blimp onto the North Korean populace. This makes Seth Rogan an ambassador for US culture, which engenders a dyskinesiac ambivalence. I'd recommend a roadshow looking [more]

Sat Dec 20

NL

Boards Post

AceInMySleeve posted to the Netflix board. 5:32 PM

The interview

It appears that Sony most likely has reached out to Netflix to exhibit this movie now that theatres have backed down, and it appears most secondary distribution platforms have refused to pick it up, including Netflix.

On one hand, it's [more]

Mon Dec 15

NL

Boards Post

AceInMySleeve replied to the Netflix board. 5:47 PM

Re: Marco Polo -- uncertain

So Marco Polo has launched..

Thoughts:
1) Critics absolutely skewered it, largely because of framing it against Game of Thrones which is a tough compare. Metacritic of 48 compares to 45 for first season of Hemlock Grove. The reviews [more]

Thu Dec 11

NL

Boards Post

AceInMySleeve posted to the Netflix board. 12:08 AM

HBO Go Launch April 2015

http://fortune.com/2014/12/09/hbo-streaming/

Looks to be aiming for a Game of Thrones launch.

This article details also how they've outsourced the technology, having had [more]

Wed Dec 10

NL

Boards Post

AceInMySleeve posted to the Netflix board. 10:08 PM

Unbundled. Rebundled, Befuddled

Ted Sarandos at a UBS presentation this week underlined again that they have no plans to tier the service by content variety. His justification for this is that everyone's tastes are different. An idempotent statement would be that there are no clear [more]

NL

Boards Post

AceInMySleeve replied to the Apple board. 9:28 PM

Re: GoPro

Agreed about ecosystem, although it transcends computing IMO. It's really about creating a large net of people that say 'Despite possible alternatives that might look good on a checklist comparison, I am gonna buy a product from this particular [more]

NL

Boards Post

AceInMySleeve replied to the Apple board. 8:03 PM

Re: GoPro

Agreed it's not cheap. Not by a long shot. It's a stretch even if they keep their margins, and it's a stretch to think they can keep their margins.

Here's my attempt at an optimistic thought pattern. Again, being on an Apple board I was [more]

NL

Boards Post

AceInMySleeve posted to the Apple board. 5:46 PM

GoPro

Anyone around here with recollections of the history of the iPod want to draw some parallels to GoPro?

The iPod seems to have peaked 4th gen or so. Both devices seem to me to have lower turnover rates than the iPhone. GoPro's ultimate market [more]

Mon Dec 1

NL

Boards Post

AceInMySleeve replied to the Netflix board. 6:54 PM

Re: Marco Polo -- uncertain

Incidentally, was streaming some sports via Sky and noticed a Vodafone ad touting Netflix as well (6 months included with signup) with a namecheck on House of Cards (figures -- though I liked the British one better -- Daddy!!!!)

When Netflix [more]

Wed Nov 26

NL

Boards Post

AceInMySleeve replied to the Netflix board. 4:16 PM

Re: BT push Netflix in UK

Verizon has a broadband free year of Netflix bundle now in the states as well.

Sat Nov 22

NL

Boards Post

AceInMySleeve replied to the Netflix board. 9:26 PM

Re: Netflix gets Tina Fey show

Having the writers/producers of 3rd rock (which is on Netflix and looks to be fairly popular by rating count) is catchy, but lacking Tina Fey and Alec Baldwin (or equal) on the star-power is mildly concerning as in theory is the sketchy reason why [more]

Thu Nov 13

NL

Boards Post

AceInMySleeve replied to the Netflix board. 5:11 PM

Re: Richie Rich -- Reed only has 1 syllable

Good comments Norman. I'm not 100% sure why you expect the majors to be weakened in the future, unless you were simply meaning that maybe one of them 'happens' to be. Content in general is sitting pretty. The major risk areas I would say are [more]

Thu Oct 30

NL

Boards Post

AceInMySleeve posted to the Netflix board. 2:58 PM

Richie Rich -- Reed only has 1 syllable

Variety has the best overall quality coverage of Netflix as a business online that I am aware of.

[more]

Fri Oct 17

NL

Boards Post

AceInMySleeve replied to the Netflix board. 3:14 PM

Re: The case of the missing free trial subs

space that in the past was sold to advertisers now is often emblazoned with Netflix' own self-promotion.

Good god y'all.

Get on up.

Likely never was a vary high profit stream.

unnnnh.. [more]

Thu Oct 16

NL

Boards Post

AceInMySleeve replied to the Netflix board. 7:45 PM

Re: The case of the missing free trial subs

I believe it is safe to say Netflix was priced to perfection.

Yes, a long chain of perfect performance doesn't provide you a 'gimme', it only makes a stumble more painful.

NL

Boards Post

AceInMySleeve posted to the Netflix board. 9:33 AM

The case of the missing free trial subs

Ah the familiar NFLX show returns. Wish I could binge watch all the quarterly releases to 2020. These cliffhangers are a pain. Oh yeah and if anyone has seen it, I have no problem with spoilers.

What I find most interesting about this report [more]

Wed Oct 15

NL

Boards Post

AceInMySleeve replied to the Netflix board. 2:34 PM

Re: HBO Finally to go Standalone

"The goal," he [Ted Sarandos] says, "is to become HBO faster than HBO can become us."

[more]

NL

Boards Post

AceInMySleeve replied to the Netflix board. 2:13 PM

Re: HBO Finally to go Standalone

Best article thus far:

http://recode.net/2014/10/15/hbo-says-its-going-to-start-sel...

HBO is more limited than Netflix in going [more]

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Big red star, 1000 posts Old School Fool
Board Posts 1890
Recs Received 3246
People who have rec'd these posts 426
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