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Bill Maurer

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  • Amazon Prime Hits New Milestone [View article]
    The quote you referenced was in relation to original shows. So there isn't a real history quite yet as to how shows are really doing. A year from now when a number of originals have been released, the data will probably be 1000 times better.
    May 17 03:34 PM | Likes Like |Link to Comment
  • Amazon Prime Hits New Milestone [View article]
    It all depends on the terms of the contract - which we'll never quite know. They may have "rights" to the DVDs, but if someone else gets the content, they may be prohibited from the DVDs anymore.

    For instance, Netflix might have to "re-up" every 6 months on titles. But if someone else gets exclusivity on those titles, NFLX may have to stop those DVDs, sell them back.

    In the end, one never knows, because the companies will never go into enough detail to tell you how things really work.

    But my point is that AMZN gets streaming exclusivity, and NFLX is killing off the DVD segment.
    May 17 11:19 AM | 1 Like Like |Link to Comment
  • Amazon Prime Hits New Milestone [View article]
    Well, if you use the Prime service a lot for its free shipping and other benefits, your streaming cost per month for Prime Instant Video could almost be $0, or even "negative" in a sense.

    Depending on how the deal is structured, NFLX may lose them on DVD after a given period. But given that DVD is declining and it is all about streaming, AMZN exclusivity is a big deal.
    May 17 10:36 AM | Likes Like |Link to Comment
  • Amazon Prime Hits New Milestone [View article]
    CSTR and VZ have one thing - profits. Redbox Instant is expected to be profitable early in 2014, or so they've said. That's most likely thanks to the DVD business. They may not be able to acquire content at the rate AMZN or NFLX had - but look at my numbers above. AMZN was not getting a lot of content early on. It took a year before they started seriously stockpiling it.
    May 17 10:08 AM | Likes Like |Link to Comment
  • Amazon Prime Hits New Milestone [View article]
    Pick up Netflix - As in develop new seasons of it.
    May 17 09:14 AM | Likes Like |Link to Comment
  • Medical Marijuana Inc.: Big Day Passes With More Questions Than Answers [View instapost]
    Also, it appears the report is completely slanted. Apparently they don't know how to use computers or scanners as well.
    May 16 10:14 AM | Likes Like |Link to Comment
  • Medical Marijuana Inc.: Big Day Passes With More Questions Than Answers [View instapost]
    Trying to load the filing - 10 minutes and 2 browsers later, it's 45% complete. Must be a lot of people trying to get it.
    May 16 09:58 AM | Likes Like |Link to Comment
  • Medical Marijuana Inc.: Big Day Passes With More Questions Than Answers [View instapost]
    I saw on a message board that they posted at midnight last time around - My guess was 2:55 Eastern, so I missed by 5 minutes.

    However, I don't think I saw anything on Yahoo when I got up briefly at 5:30 Eastern - now it shows up as 9am - but having trouble accessing it.
    May 16 09:52 AM | Likes Like |Link to Comment
  • Medical Marijuana Inc.: Big Day Passes With More Questions Than Answers [View instapost]
    So on Yahoo it seems they came out at 9am eastern. Are there any time zones where it was still 5/15 at that point? haha
    May 16 09:41 AM | Likes Like |Link to Comment
  • 3 Percent Plus Yielding Cisco Moving Much Higher After Earnings [View article]
    At the last price in after-hours according to Yahoo, Cisco was back under 3% for the yield. Solid rally for the name.
    May 15 11:36 PM | Likes Like |Link to Comment
  • The Momentum Bubble Is Back, But Will It Last? [View article]
    And the average cable sub probably uses cable a bit more often than the average NFLX sub.
    May 15 09:31 PM | Likes Like |Link to Comment
  • The Momentum Bubble Is Back, But Will It Last? [View article]
    1999 was different - how many of those companies were running $4 billion plus a year in revenues?

    There will eventually be a price raise to pay for some of this content, and that will boost earnings - but I don't see the raise in 2013.
    May 15 01:32 PM | Likes Like |Link to Comment
  • The Momentum Bubble Is Back, But Will It Last? [View article]
    It's not as low margin as you think. If you took out the international losses, the bottom line would look very good. Margins will jump in Q2 and Q3 it seems, before heading lower after another international market is entered.
    May 15 10:16 AM | Likes Like |Link to Comment
  • Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names [View article]
    I'm guessing some of them did. But I'm also guessing a fair amount came after the earnings report - on the heels of that Q3 guidance. Despite the dividend/buyback news, there are some that are just looking at the revenues/earnings.
    May 15 09:52 AM | Likes Like |Link to Comment
  • Apple, Zynga Lead Sharp Rise In Short Interest On Tech Names [View article]
    Well remember here that 4/30 is the settlement date, according to NASDAQ. If they are doing it the way that I think they are, then all of the rally took place after this number above. You would expect to see it come down quite a bit at the next update then.
    May 14 06:47 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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