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A plan by Netflix (NFLX) to roll out its own content delivery network isn't completely blowing...

A plan by Netflix (NFLX) to roll out its own content delivery network isn't completely blowing away analysts who see the move giving the company greater visibility into future costs - but little actual savings due to the scale involved. NFLX +1.2% premarket, while content delivery network firms will be on watch today with mixed debate on the impact of Netflix's initiative. Premarket: AKAM -4.3%, LLNW and LVLT inactive.
Comments (1)
  • This is a smart move by NFLX. One of the more adult decisions we've seen out of Hastings and Co. lately.

     

    Now they just need to start offering rentals and purchases of first run movies and I will be more convinced that they sufficiently realistic with their expectations.

     

    Those directors that bought in a month ago are down almost 20% by now.

     

    Sounds like a longer term decision which is what they need to be focusing on.
    5 Jun 2012, 08:46 AM Reply Like
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