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September 2011



Is Netflix Pulling a Blockbuster?

September 15, 2011 – Comments (29) | RELATED TICKERS: NFLX , OUTR

Holy cow, that subscriber guidance... I ended my thumbs up on Netflix here in CAPS right after the price hike news. I did wonder if maybe I was being too reactionary, since most of the outrage I saw was purely anecdotal (people ranting on social media), but man. I have to wonder if Netflix somehow missed one of the very simple lessons Blockbuster learned (the hard way): when you make your customers mad, nothing good happens.   [more]



Not Costco's Sinegal! Sigh.

September 01, 2011 – Comments (0) | RELATED TICKERS: COST

Sigh. What a great, absolutely gold-standard CEO; the news that Jim Sinegal's going to leave the CEO post on January 1 was a bit difficult to take! Here's my take for  [more]

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