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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (10679)3/12/2001 1:55:50 PM
From: geoffrey Wren  Read Replies (1) of 12823
 
But consider the supposed cause of the failure of the video on demand project:

Enron Corp. said in a separate release Friday that its Enron Broadband unit had terminated its agreement with Blockbuster, indicating that the relationship "has not yielded the quantity and quality of movies needed to drive demand."

Seems to me the bottleneck here is more availability of product than of distribution. Distribution has troubles, sure, but these can be overcome even with what is now in place. An interesting experiment going on right now is that of DVD rental by mail. Clearly some distribution problems, but will it catch on as preferable to the video store? For whatever reason, the studios seem okay with this distribution of movies.
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