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	<title>Comments on: 4 Simple Lessons on Cost, Price, Margins</title>
	<atom:link href="http://www.oldschoolvalue.com/investing-perspective/netflix-business-strategy/feed/" rel="self" type="application/rss+xml" />
	<link>http://www.oldschoolvalue.com/blog/investing-perspective/netflix-business-strategy/?source=rss</link>
	<description>Perform Stock Valuation Automatically</description>
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		<title>By: edward</title>
		<link>http://www.oldschoolvalue.com/blog/investing-perspective/netflix-business-strategy/comment-page-1/#comment-4546</link>
		<dc:creator>edward</dc:creator>
		<pubDate>Tue, 16 Feb 2010 18:46:27 +0000</pubDate>
		<guid isPermaLink="false">http://www.oldschoolvalue.com/blog/?p=3354#comment-4546</guid>
		<description>Is NFLX the obvious winner 10yrs from now? I know i can&#039;t say and would be suprised if anyone else could. Too many varibles.</description>
		<content:encoded><![CDATA[<p>Is NFLX the obvious winner 10yrs from now? I know i can&#8217;t say and would be suprised if anyone else could. Too many varibles.</p>
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		<title>By: Jae Jun</title>
		<link>http://www.oldschoolvalue.com/blog/investing-perspective/netflix-business-strategy/comment-page-1/#comment-4448</link>
		<dc:creator>Jae Jun</dc:creator>
		<pubDate>Tue, 09 Feb 2010 07:34:01 +0000</pubDate>
		<guid isPermaLink="false">http://www.oldschoolvalue.com/blog/?p=3354#comment-4448</guid>
		<description>Thanks for writing such a great ebook. I read it from Seth Godin&#039;s blog btw.</description>
		<content:encoded><![CDATA[<p>Thanks for writing such a great ebook. I read it from Seth Godin&#8217;s blog btw.</p>
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		<title>By: Todd Sattersten</title>
		<link>http://www.oldschoolvalue.com/blog/investing-perspective/netflix-business-strategy/comment-page-1/#comment-4446</link>
		<dc:creator>Todd Sattersten</dc:creator>
		<pubDate>Tue, 09 Feb 2010 02:10:15 +0000</pubDate>
		<guid isPermaLink="false">http://www.oldschoolvalue.com/blog/?p=3354#comment-4446</guid>
		<description>Jae - Just wanted to say thank you reading Fixed to Flexible and for posting the ebook here.
.-= Todd Sattersten&#180;s last blog ..&lt;a href=&quot;http://feedproxy.google.com/~r/ToddSattersten/~3/B7t_OdNKl3I/fixed-to-flexible-interview-with-evernote-ceo-phil-libin.html&quot; rel=&quot;nofollow&quot;&gt;Fixed to Flexible Interview with Evernote CEO Phil Libin&lt;/a&gt; =-.</description>
		<content:encoded><![CDATA[<p>Jae &#8211; Just wanted to say thank you reading Fixed to Flexible and for posting the ebook here.<br />
.-= Todd Sattersten&#180;s last blog ..<a href="http://feedproxy.google.com/~r/ToddSattersten/~3/B7t_OdNKl3I/fixed-to-flexible-interview-with-evernote-ceo-phil-libin.html" rel="nofollow" onclick="pageTracker._trackPageview('/outgoing/feedproxy.google.com/_r/ToddSattersten/_3/B7t_OdNKl3I/fixed-to-flexible-interview-with-evernote-ceo-phil-libin.html?referer=');">Fixed to Flexible Interview with Evernote CEO Phil Libin</a> =-.</p>
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		<title>By: Jae Jun</title>
		<link>http://www.oldschoolvalue.com/blog/investing-perspective/netflix-business-strategy/comment-page-1/#comment-4440</link>
		<dc:creator>Jae Jun</dc:creator>
		<pubDate>Mon, 08 Feb 2010 18:01:44 +0000</pubDate>
		<guid isPermaLink="false">http://www.oldschoolvalue.com/blog/?p=3354#comment-4440</guid>
		<description>&lt;strong&gt;@ Ankit,&lt;/strong&gt;

Considering they are delivering content and probably have distribution rights, I don&#039;t see how streaming would be a lower margin service. Costs for shipping the DVD&#039;s will include postage (send + receive), envelope, sorting through inventory, manual labor.

Streaming would cut out bunch of bottlenecks and costs.</description>
		<content:encoded><![CDATA[<p><strong>@ Ankit,</strong></p>
<p>Considering they are delivering content and probably have distribution rights, I don&#8217;t see how streaming would be a lower margin service. Costs for shipping the DVD&#8217;s will include postage (send + receive), envelope, sorting through inventory, manual labor.</p>
<p>Streaming would cut out bunch of bottlenecks and costs.</p>
]]></content:encoded>
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		<title>By: Ankit Gupta</title>
		<link>http://www.oldschoolvalue.com/blog/investing-perspective/netflix-business-strategy/comment-page-1/#comment-4432</link>
		<dc:creator>Ankit Gupta</dc:creator>
		<pubDate>Sun, 07 Feb 2010 22:46:36 +0000</pubDate>
		<guid isPermaLink="false">http://www.oldschoolvalue.com/blog/?p=3354#comment-4432</guid>
		<description>I had looked at Netflix a while ago and I think the question I came to was how much it costs them to get rights to stream the movie each time. I was under the impression that it cost them more than the cost to physically mail the DVD, and so it&#039;s actually a lower margin service.</description>
		<content:encoded><![CDATA[<p>I had looked at Netflix a while ago and I think the question I came to was how much it costs them to get rights to stream the movie each time. I was under the impression that it cost them more than the cost to physically mail the DVD, and so it&#8217;s actually a lower margin service.</p>
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		<title>By: Eric Kuang</title>
		<link>http://www.oldschoolvalue.com/blog/investing-perspective/netflix-business-strategy/comment-page-1/#comment-4429</link>
		<dc:creator>Eric Kuang</dc:creator>
		<pubDate>Sun, 07 Feb 2010 15:41:31 +0000</pubDate>
		<guid isPermaLink="false">http://www.oldschoolvalue.com/blog/?p=3354#comment-4429</guid>
		<description>I have Netflix service and I do not remember when was last time I had them mail me a DVD disk.

Still have their last DVD disk, but the envelope is gone so the disk sits on my desk for the past couple of months.

We have switched to instant watch completely.</description>
		<content:encoded><![CDATA[<p>I have Netflix service and I do not remember when was last time I had them mail me a DVD disk.</p>
<p>Still have their last DVD disk, but the envelope is gone so the disk sits on my desk for the past couple of months.</p>
<p>We have switched to instant watch completely.</p>
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