Chandler Lutz

Is Netflix a Short Term Sell or a Long Term Buy?

Nice Article! I think you make a lot of good points, but I just don't see what Netflix's competitive advantage is. To me, the barriers of entry seem quite low and the valuation is too high. For these reasons I don't even consider Netflix a possible investment.

One more interesting note is that I believe that Reed Hastings, The Netflix CEO, is on Microsoft's board of directors. Hence, Microsoft might be one of the mystery partners referred to in the article above. Netflix needs a big muscle partner like Microsoft in order gain competitive strength.

Netflix's story will be an interesting one to watch, but too tough to call....we'll have to wait and see what happens