- What do you do with the DVD division? Hastings should have sold it a long time ago. As fewer people use DVDs -- and all that's left are the heavy users -- it becomes an expensive business to run.
- Will original programming at Netflix be even a quarter as successful as it is at HBO and Showtime? That's the wild card, but producing one wildly popular original series is tough enough, let alone doing it once or twice a season.
- Whether No. 1 or No. 2 turn out all right or not, Netflix will ultimately have to revisit raising prices or changing its pricing structure. You're not duplicating the Disney deal when you give away all of your content for $8 a month. However, if you don't add premium content like mad, you put subscriber growth at risk. To buy this content, you need a war chest of cash. Netflix doesn't have one. Hastings used to call it a "virtuous cycle." Close, but Reed, it's vicious. Damn vicious.
- BONUS!! Don't be shocked to see Netflix hit Wall Street up for some cash this year like it did in late 2011.
Netflix Will Hit $300, Go Out of Business or Both
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