Amazon Unbox: Analyst React

Jason Asaeda, Standard & Poor’s (via BW): “We see the breadth of available content and Amazon’s large customer base as positives. But we think Amazon Unbox’s non-compatibility with Apple hardware, including portable iPods, and potential viewing issues with full-length films on PCs could limit its appeal.”
Richard McAlpine, McAlpine Associates (via BW): The new sites don’t benefit any of the studios a great deal … We’re not even sure if this is a business yet.”
Martin Pyykkonen, Global Crown Capital (via BBC): Said the new service could prove a lucrative source of revenue for Amazon. “This is a much better business than anything they’ve done before.”
Rich Greenfield, Pali Research: “The rules and pricing scheme of Unbox, make us believe that movie studios do not want legal movie downloading to be terribly successful in the near-intermediate term. … Restrictions on use should drive a cheaper price to the consumer, not the same or higher pricing, especially because the studios’ cost to produce and distribute is lower in an online world.”

Comments have been disabled for this post