Bill Gurley said a few words re DVD distribution, earnings surprises and disruptive technologies in his Above The Crowd piece DVD Glut today.
This seems like a 1980 problem raising its head 25 years late.
Methinks he’s correct, it’s not only the “inventory” problem, which can be made to go away pretty easily given widening broadband availability. The alternatives to movie watching are enormous and growing, the competition for your sacred minutes of leisure attention is fierce. I for one don’t always have 90 contiguous minutes available to watch a feature length flick, and I prefer not to chop the movie experience into multiple sessions. Has the market for shorts finally arrived? I say yes, go long shorts. Indie downloads with runtimes of between 10 and 40 minutes will rule.









