Seeking Alpha
View as an RSS Feed

Rich Birecki  

View Rich Birecki's Comments BY TICKER:
Latest comments  |  Highest rated
  • Netflix: Why Earnings Are Deceptive And Cash Is King [View article]
    Netflix hasn't accounted for studio deals they have signed, thus buffing up current earnings at expense to the future.
    There is a well written article about competitive forces Netflix faces here
    http://bit.ly/HvDXIP
    Apr 3, 2012. 09:41 AM | Likes Like |Link to Comment
  • Sirius XM, Pandora, Netflix And The Merits Of Averaging Down [View article]
    hey Rocco, sorry I don;t have a Siri story for you. wanted to send you the following link (I wrote the column) I read your writing regularly, and I agree on the bear case of Netflix, an article about the competition they face here.
    http://bit.ly/HvDXIP
    if you want to leave me a comment in the blog comment section, I would love to here whether you agree with my analysis. Cheers man :)
    Apr 3, 2012. 02:01 AM | Likes Like |Link to Comment
  • No Joke: Many DirecTV Subscribers Lost Major TV Programming April 1 [View article]
    I can't stand DirectTV, they always overcharged us, made us pay $5 for a phone call, etc.
    As for Netflix, there is an excellent article about the competition they face here. All these companies are bidding against each other for programming ...
    http://bit.ly/HvDXIP
    Apr 3, 2012. 01:47 AM | Likes Like |Link to Comment
  • Media's End Game: Video For Every Screen [View article]
    clearly in the long run, TV and cable will become more and more passe with the majority of viewing coming from the web.
    an excellent article about the competitive threats netflix, is facing is here, who as you mentioned lead in this disruption--
    http://bit.ly/HvDXIP
    Apr 3, 2012. 01:38 AM | 1 Like Like |Link to Comment
  • Why Google Might Be Going To $0 [View article]
    Why didn't Lycos/ Ken bring this up earlier, why wait 15 years? A fair question that any judge might ask (regardless of Google being a big customer)
    Google kicks butt because it innovates. No chance Google is going to zero.
    More on google innovation vs. Yahoo stagnation--
    http://bit.ly/AqYFzA
    Apr 2, 2012. 04:45 AM | 1 Like Like |Link to Comment
  • Netflix Just Doesn't Get It [View article]
    This is a very good article. The in depth numbers analysis that you have is missing from the following column, but it makes an excellent case of the competition Netflix faces.
    http://bit.ly/HvDXIP

    Netflix might be a tasty acquisition.
    Apr 2, 2012. 04:01 AM | Likes Like |Link to Comment
  • Best Buy's Collapse Signals Major Changes In Consumer Technology [View article]
    A well written column predicting the demise of Best Buy at the handds of Amazon (and other reasons) here--
    http://bit.ly/xELEyH
    Mar 31, 2012. 07:08 AM | Likes Like |Link to Comment
  • Buy 1 And Sell 1 Out Of These 2 Competing Companies [View article]
    Steohen
    Good article using real world knowledge and experience. I liked it. You orgot to mention that Coinstar is teaming with Verizon.
    for more on that, and netflix's chances, I suggest reading this column--
    http://bit.ly/HvDXIP
    talk soon :)
    Mar 31, 2012. 05:38 AM | Likes Like |Link to Comment
  • Netflix Sharpens Focus On DVDs With DVD.com [View article]
    seperatting DVD from streaming is a horrible move, especially with Coinstar's alliance with Verizon where they will offer those together. An interesting article about that and Netflix here--
    http://bit.ly/HvDXIP
    Mar 31, 2012. 05:19 AM | 1 Like Like |Link to Comment
  • People Are The Brick-and-Mortar Weapon Against Amazon [View article]
    best Buy's customer service has always been mediocre. There was an excellent predictive article of this outcome a month ago, well written too ...
    http://bit.ly/xELEyH
    Mar 30, 2012. 11:14 AM | Likes Like |Link to Comment
  • Baidu: Potential To Lead [View article]
    I don;t trust a single Chinese company, their numbers, or even their cash, (likely made in North Korea)
    That said, I don't know or use Baidu well enough to plunk down any $$ in it.
    Google is an innovative company, continually making themselves better, unlike Yahoo, as Google becomes a portal they will eat away at Yahoo's mkt share
    http://bit.ly/AqYFzA
    this link decribes it a bit.
    Still don't trust China
    Mar 28, 2012. 11:09 AM | Likes Like |Link to Comment
  • Cramer's Lightning Round - Netflix Can Rebound (3/23/12) [View article]
    A good column on why you should never listen to Cramer (fair though)
    http://bit.ly/xMtD9K
    Mar 28, 2012. 08:52 AM | Likes Like |Link to Comment
  • 'Mad Money' Picks: 7 Tech Buys And 2 Sells [View article]
    Oh good, Cramer is going long on NFLX. I like my small position even more.
    here's an article on why you should never listen to Cramer.
    http://bit.ly/xMtD9K
    Mar 28, 2012. 08:05 AM | Likes Like |Link to Comment
  • Apple, RIM, Netflix: Maybe It's Best Not To Act At All [View article]
    Rocco, I agree on being short NFLX, I am doing as much research as possible on the subject before I upm y short posiition, so far at a loss.

    In terms of Apple, a column on the bull/bear case with Doug Kass making the bear case.
    http://bit.ly/yLV7rM
    Mar 28, 2012. 08:01 AM | Likes Like |Link to Comment
  • Why Netflix Will Sink This Year [View article]
    what "good" content does Amazon have? old old movie like Spies like us, and Babe are good. Yes Prime Minister.
    Does it have The Office or 30 Rock. Nope.
    The Artist. Nope.

    the sad thing is I agree with you overall, but your research is faulty,
    Mar 28, 2012. 07:56 AM | Likes Like |Link to Comment
COMMENTS STATS
183 Comments
59 Likes