“I’m not buying the notion that Netflix will be gobbled up and spit out by Wal-Mart, Blockbuster, and VOD…Netflix understands that happy and paying subscribers must not run out of movies to watch. Blockbuster’s inability or unwillingness to grasp this will doom any subscription service it rolls out to mediocrity.”
“In short, Netflix has succeeded in not only changing the viewing habits of its subscribers, but also in stimulating demand.”
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