Posts Tagged ‘Netflix’
Netflix: Taking on the Cable Guys
Netflix, with +20m customers, has meaningful & significant subscribers. And I think it is getting to ready to use that muscle. They are a business, much like Google:
– With no original content from them – they license, aggregate and distribute
– With no network infrastructure, with zero investments in networks (but they do partner/pay CDN operators)
However they do have the power of subscribers to back them up!
But you can summarize it in a sentence: If the broadband guys insist on gouging us to get video to our customers, we’re going to make a very public stink.
Hastings says the list will detail “which ISPs provide the best, most consistent high-speed Internet for streaming Netflix,” and offers a preview: Charter is tops, right now.
But if you invert Hastings’s description, you get what he really means: We’re going to tell some broadband customers that they’re getting screwed and should switch to a new provider. Heads up, Time Warner Cable, Comcast, etc.
Cloud Gaming: OnLive [Emulating Netflix?]
Two things to consider, performance may not be in the extreme gaming segment, but just as HD Video Streaming over Internet is becoming possible, eventually Extreme Graphics gaming could take off. May be Netflix should consider buying them to complement their offering?
The MicroConsole is powered by Marvell Armada 1000, if OnLive takes off, this could be a boost for the $MRVL stock as well [Read Engadget Review here which talks about the Armada 1000: http://engt.co/hDElDq]
All Things CC: 