Dan Wieman

Waiting for a Better Entry Point for Netflix

Last week YouTube said they may try to stream movies online. All of a sudden there was a sell-off of Netflix shares. This always happens with Netflix, and Netflix has continually crushed their competition or prevented them from even entering their market.

I hold my $35 buy-in price and think that I may get it soon.


On Aug 19 10:58 AM Dmoon wrote:

> I like NFLX but note in your numbers looking at Q4 revenue per subscriber
> the numbers are going down 43.96 $40.27 38.19 37.28 so that tells
> me people are moving to lower subscription rices. I know I reduced
> my own when money got tight. I now also do streaming movies on the
> XBox so that must provide some revenue from MSFT to NFLX. Also your
> comments about Q4 and Q1 being highest growth is because its wintertime,
> people stay home and might even cancel their subs in spring summer.
>
>
> If they can convince the film companies to put new releases on instant
> viewing costs will come down and revenue will go up.
>
> Not sure you'll see your $35 price anytime soon. Its unrealistic
> to think they are going back to March lows (S&P 666)