1. How much do you want to follow Netflix’s data center strategy given CEO says "I messed up"?

    greenm3.com (Sep 19 2011)

    1. I’ve always wondered whether Netflix’s strategy of getting out of the data center business and moving to Amazon Web Services would make sense long term.  Netflix 2 months ago was considered invincible before they announced their price increase and separation of DVD and streaming business. 2 months ago Netflix stock was approaching 300, now it is close to 150. One interesting perspective on why Netflix made this move is So why is the company raising its rates? Mr. DANIEL ERNST (Research Analyst, Hudson Square Research): The simple reason is because they can. GREGORY: That's Daniel Ernst. He's an analyst at Hudson Square Research. Mr. ERNST: They don't really have competition. They have some competition at the margin but the reality is, there is no one offering a full slate of movies and television shows that's digital and in DVD. If you assume you have ... (Read Full Article)

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