• Bill Maurer
    Was going to write about $GOOG. But now thinking of holding off until we get more clarity on numbers. Too many GAAP/non-GAAP/Motorloa Home.
    1/22/13
    Reply (7)
    • J Mintzmyer: Bill, what are you thinking re: $AAPL tomorrow? I'm otm 1w puts on $NFLX.
      1/22/13
    • Bill Maurer: $AAPL right now is so unpredictable.
      1/22/13
    • Bill Maurer: I think $NFLX beats on earnings, but revs are question. If subs and guidance are weak, I think we drop back to $80.
      1/22/13
    • Bill Maurer: Until we get the next piece of Icahn/etc news that drives it back up.
      1/22/13
    • J Mintzmyer: I think subs will be "good" in the 30.5-31M range, but EPS is going to be horrendous. They have to recognize the spiking content costs.
      1/22/13
    • J Mintzmyer: They will play the 'misdirection' saying it's investment in proprietary content and intl expansion.
      1/22/13
    • J Mintzmyer: If you think about it, nothing has fundamentally changed since the last results in the $60s. Disney and Warner are at cost. Icahn- really?
      1/22/13