Following its post-Q1 selloff, Nicholas Thompson asks if Netflix (NFLX -13.9%) is doomed. Unlike its DVD ops, Netflix’s streaming business has low barriers to entry, he argues, and its original content is underwhelming. Felix Salmon disagrees Netflix has low barriers to entry, but thinks its content deals are a major problem. “Any time that Netflix builds up a profit margin, the studios will simply raise their prices until that margin disappears.” (more)
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