Seeking Alpha

Netflix (NFLX) sees continued strength, +4.1% premarket, following continued reports discussing...

Netflix (NFLX) sees continued strength, +4.1% premarket, following continued reports discussing M&A speculation and potential partnerships. “With Verizon, [Reed] Hastings would get a lot broader distribution and global reach,” one source says. Any of the major content companies - perhaps except Time Warner, which has its own HBO Go streaming service - also could want to hook up with NFLX.
Comments (7)
  • theagen11
    , contributor
    Comments (67) | Send Message
     
    No way in hell would VZ pay $80-$100 a share for this garbage.
    13 Dec 2011, 09:04 AM Reply Like
  • Positive Equity
    , contributor
    Comments (483) | Send Message
     
    Sounds like a good deal for all interested parties.
    13 Dec 2011, 09:26 AM Reply Like
  • theagen11
    , contributor
    Comments (67) | Send Message
     
    Wait till NFLX announces 4Q numbers end of Jan. Its going to be shit show.
    13 Dec 2011, 09:28 AM Reply Like
  • jonchait50
    , contributor
    Comments (18) | Send Message
     
    this clinches the title of "worst CEO of the year" narrowly beating out JSC.
    13 Dec 2011, 09:30 AM Reply Like
  • realitybiter
    , contributor
    Comments (219) | Send Message
     
    What does NFLX have?
    they don't own content, they rent it.
    they don't create bandwidth, they rent it.
    they don't have a great movie search tool or database...very mediocre...

     

    they don't have a great deal of cash over lt debt.

     

    they are currently unprofitable and are learning just how "sticky" their customer base is (leaving).

     

    They have a model which is in flux and now, not proven.

     

    $4.3 billion for this? Oh, they have a really expensive beautiful campus. Should be a nice new office for some other company. Like Sun and/or SGI were for Google....
    13 Dec 2011, 10:10 AM Reply Like
  • ODYSSEA
    , contributor
    Comments (5) | Send Message
     
    Why this turd hasnt flushed yet is beyond comprehension
    13 Dec 2011, 10:27 AM Reply Like
  • rafaelsimo
    , contributor
    Comment (1) | Send Message
     
    I still don't see the upside on this for any company other that NFLX
    13 Dec 2011, 10:29 AM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Tools
Find the right ETFs for your portfolio:
Seeking Alpha's new ETF Hub
ETF Investment Guide:
Table of Contents | One Page Summary
Read about different ETF Asset Classes:
ETF Selector