Amazon has a great chance to lower the customer acquisition costs that are so crippling to Napster [and other's] profits right now. |
AOL isn't letting anybody into their network, if they don't have to. There's no incentive for AOL to cooperate with anyone. |
AOL's best place is still inside of Time Warner. If Time Warner can make AOL work and keep it profitable, they've got a platform that can be powerful for promoting all their other media properties. I think Time Warner would rather not turn over full ownership of AOL. They're just looking for other opportunities. |
Apple changed its product strategy more rapidly than we thought it would. |
At some point, you want to prevent the other technology from being adopted. |
Flash-device sales will surpass hard-drive sales. But the technology is not important. What's important is reaching a certain capacity at a certain price point at a certain size. |
For the Internet to be a true mass medium, it will have to achieve higher penetration among all consumer segments. |
Having a file compression format and MP3 players aren't enough. The catalyst for online music distribution will be products that offer security for digital content and standards around which consumer electronics companies and others can build products. |
I don't think the Web product will expand the user base that much. |
I haven't seen evidence of a big audience spike yet. |
I think spending money on TV makes perfectly good sense. TV is tough, because the audience is fragmenting. But the best way to get butts in seats is to show a trailer, and TV [is a good environment for that]. |
I'm excited about the potential of the technology, but right now video is pretty brutal. |
If they put it on the front page with a link and a picture, people will get what is going on. They will just be surprised that Amazon is doing it. |
If you could get a device that had enough capacity to be interesting, with good battery life and cool form factor, and sell (it) for $50, this market will explode. It's pretty easy to imagine a flash-based device in a year or two hitting those kinds of price points. |
Immigrants come in and the industries that use this type of labor grow. Taking all into account, the effects of immigration are much, much lower. |