Seeking Alpha
  • Rocco Pendola
    Just read some guy from Tilson's T2 saying "the bears don't understand" Netflix's subscription model. Maybe he can explain it to us. $NFLX
    12/13/11
    Reply (11)
    • 0ZJ: I have a growing sense of trouble at NFLX. Getting emails from them imploring me to buy subscriptions as Xmas gifts and some recent...
      12/13/11
    • 0ZJ: ...consistent issues with picture quality and stream buffering. I have no such issues with HBOGO, EPIX, Hulu or AMZN.
      12/13/11
    • 0ZJ: Suggests to me that NFLX is trying to transparently cut costs by throttling.
      12/13/11
    • Rocco Pendola: You are a heavy user, no doubt!
      12/13/11
    • 0ZJ: Rocco: Kids. NFLX dwarfs the rest when it comes to kid shows. They're current and expansive. Also, I wasn't nearly such a heavy streamer...
      12/13/11
    • 0ZJ: ...until I bought a Roku. It got me to give AMZN, Hulu and EPIX a try. Now I'm trying to move toward cancelling my TV sub from VZ.
      12/13/11
    • ChartProphet: Tilson's trying to undo his fudging of the NFLX trade. He may have been right about a small short-term bounce, but it's more likely a trap.
      12/13/11
    • theagen11: Has anyone noticed the crappy movie selections they have for streaming? All the movies from back in the day that I dont care to watch.
      12/13/11
    • 0ZJ: theagen11: I only manage to get out to a theatre about once every 2-3 years so it's all new to me!
      12/13/11
    • 0ZJ: If you want to watch "new" stuff, just pay the $4 or fire up Bittorrent.
      12/13/11
    • theagen11: Six of us share one NFLX account! Talk about being jewish hahaha.
      12/13/11