There is a story written recently, with the net and about flix. The story was written at the time when the network space was still ruled by telephone people from 1905, and television people from 1940(the troubled times). As with any other story, this one too had it's share of criticism and skepticism, well to a point where it was almost at the verge of being wiped-out from the slate.
There are three reasons I am writing this post:
1) I have been an audience of Netflix story for quite some time now( perhaps, one of the initial few ).
2) I shorted NFLX back in March, and got a 400% return on investment by May. So I feel obliged towards those on whose behalf I made a positive trade.
3) CBS and HBO are launching their own Net story online, with an expectation to cash on the decreasing popularity of traditional media distribution. I think they are wrong, or at-least CBS is.
A device agnostic-personalized interface is the key ingredient of this story. Switching web-address or mobile app to watch different content doesn't suit well for overall user experience. And when you will multiply a convenient user-experience with a very large number, you will realize the impact of this user-story.
What is there to imagine here, you'd ask.
A 1000$ NFLX in two years perhaps, I'd say.
