Seeking Alpha
  • Bill Maurer
    $4 quick pop on NFLX. Either someone is betting against OUTR and VZ, or a big short just covered.
    2/6/12
    Reply (10)
    • Josh Krause: Analyst just downplayed the OUTR VZ deal. Won't have any impact for 6+ months.
      2/6/12
    • Bill Maurer: It won't, but just another hit to NFLX. I'll have more on this tomorrow.
      2/6/12
    • Josh Krause: Momo doesn't care about 6 months from now. Momo won't be scared off until next earnings at the earliest.
      2/6/12
    • Josh Krause: Appearantly there are reports that NFLX is going to be included in the new Apple TV. It is already included in most every TV already.
      2/6/12
    • Josh Krause: Though it does detract from the idea that Apple will release a competing service. Competitors are dropping off it seems.
      2/6/12
    • Bill Maurer: NFLX now above $128.50. It seems like it will go to $150, despite the fact that the business can only go downhill from here.
      2/6/12
    • Josh Krause: $130 is now down. 135 is the next stepping stone to 150. Momo is flexxing his muscles.
      2/6/12
    • Maria Auziliadora: OUTR surprised me in a great way!!!!!!!
      2/6/12
    • Josh Krause: Yeah, I should have gotten long in front of OUTR earnings. NFLX has ceded the DVD market to them.
      2/6/12
    • Josh Krause: NFLX popped on the Apple TV news but if you read the actual report, it is simply showing that the Netflix app will be available like Youtube
      2/7/12