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Don’t Touch Blockbuster

Posted on Wednesday, Aug 29th

Early this month, in the space of a week, two things happened at Blockbuster (NYSE: BBI). First, on August 8 it announced acquiring Movielink for a price that later came to light to be a measly $6.6 million. 10 days later on August 17, COO Nicholas Shepherd and outgoing CFO Larry Zine both unloaded a

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Netflix Needs to Rethink Strategy

Posted on Tuesday, Aug 28th

February 25, 2007 was a red-letter day for Netflix (NASDAQ: NFLX). It marked its one billionth DVD delivery since the service was launched in September 23, 1999. The happy NFLX top brass decided that the lucky recipient from Helotes, Texas would be a free lifetime member. The occasion also had NFLX changing its TV advertising

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Netflix+Flixster = (4C + P + VS)

Posted on Monday, Feb 12th

Recently, I wrote 4C: Yahoo’s Turnaround Formula, in which I suggested that Yahoo organizes itself by segments, and puts the 3C (Content, Community, Commerce), in Context (4th C), and layers on Personalization (P) and Vertical Search (VS) on top it. Here is a very good analysis from Read/Write Web on Flixster, where the Context =

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