[kshacker]

No I don't have a thesis.

About pricing, Netflix is constantly raising its prices and making more and more money (their stock is broken for last few months only) because they learned how to maximize profit by serving less customers but more profitable customers. Thats just one example.

All I am saying is that price stability is not guaranteed and is not a corporate goal so whether they failed here, whether they regret something, it is not possible to judge that just from price increase. Maybe they did, maybe they did much better than we know today and will find out next year (or quarter).

[goodluckchuck]

The difference is that Netflix isn’t facing a situation where they have run out of product to sell. If Apple wants to sell 10k laptops, they need to have 10k laptops. If 10k customers sign up for Netflix, Netflix gets that revenue and they can worry about optimizing their selection / service later.