Postal Rate Change to Wallop Netflix, Help BBI?  (NFLX)  —  Another reason for Netflix (NFLX) to hurry up and transition to a purely digital model: A potential postal rate change could cut the company’s operating income per subscriber by two-thirds, say Citi analysts Mark Mahaney and Tony Wible.

Source:   Silicon Alley Insider

Author:   Henry Blodget

Link:   http://www.alleyinsider.com/2007/12/postal-rate…