From a citi report (US) – Tony Wiblie (research analyst)
"The resolution of the labor dispute could create hurdles for download content, further boosting rental players. After all, if the guild succeeds in negotiating a higher revenue share from digital downloads, "studios are likely to pass these (added costs) along in the form of higher prices," he said. "Relative to packaged media, this could create another hurdle for digital download, boding well for Blockbuster and Netflix."
Higher costs being passed on to consumers at such an early phase in Australia would be terrible news for RMA. Any comments?
From a citi report (US) – Tony Wiblie (research analyst)"The...
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