Netflix (NFLX -0.8%) shares slip on the prospect of the Dish-Blockbuster combo adding another...


Netflix (NFLX -0.8%) shares slip on the prospect of the Dish-Blockbuster combo adding another big competitor to premium video distribution, but the biggest threat may come to Dish (DISH -0.1%) itself. Bernstein's Craig Moffett, comparing it to Cablevision's (CVC) ill-fated pickup of Newsday, says the deal adds “meaningful risk” to Dish given how fast Blockbuster has been falling apart.

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Comments (14)
  • joey554
    , contributor
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    Debra Crawford IR NFLX resigns right before Earnings Call just like CFO did last quarter both responsible for signing numbers reported SEC
    6 Apr 2011, 02:44 PM Reply Like
  • catamount
    , contributor
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    I had to search a little just to make sense of your cryptic comment. I swear you people are intentionally vague.

     

    Anyway, so what? I don't go near consumer stocks (rare exceptions do exist), so I don't have a dog in this fight, but are you seriously suggesting that they are cooking the books at NFLX? The CEO seems like the most stand-up guy I've seen in such a power position in a looong time (I have developer friends that LOVE working there).

     

    On topic: I don't care what Moffet says, this looks like a great deal for DISH. If they can keep the new-release movie window deal together, DISH could put together a "New-Movie Release Premium Service" via on-demand or snail mail (snail mail allows them to reach non-DISH customers). I don't know how much junk mail I get from DISH and DTV per week, but it seems like at least once. That's reach.

     

    As, always, DISH needs to execute. Blockbuster has a horrible reputation. I remember having late charges over $100 bucks when I was young. I came to resent them, and given the lawsuits, I'm not alone.
    6 Apr 2011, 03:31 PM Reply Like
  • joey554
    , contributor
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    are you seriously suggesting that they are cooking the books at NFLX?
    YES YES hell YES... look at the numbers on this house of cards. Not only that I'm saying if a link can be made with Eric Wold at Meriman the gentleman who brings you quotes like "Don't worry about valuation buy, buy, buy" the same guy who brought us Redbox to partner first with walmart then amazon now hulu. That he should be jailed as well!!!
    6 Apr 2011, 03:48 PM Reply Like
  • catamount
    , contributor
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    What a douchebag you are. You down voted me because of my opinion. So, you are shorting NFLX. That's cool, but you don't need to be such a douchebag making up things for which you have no proof.

     

    If you have proof, provide it. You have no insight, no constructive criticism, and you are making unsubstantiated claims like they are facts.

     

    Maybe I'll set a reminder to revisit this discussion once we have more facts. I agree with your conclusion that NFLX is overvalued currently, but I don't believe that bullshit conspiracy that you are peddling (keep in mind, my developer friends have first-hand knowledge).
    6 Apr 2011, 04:24 PM Reply Like
  • joey554
    , contributor
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    NFLX announced that earnings will now be broadcasted on April 25th instead of April 18th...Hmmm wonder if it has anything to do with Debra Crawford Quiting??????????????????
    6 Apr 2011, 04:27 PM Reply Like
  • catamount
    , contributor
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    That's a great conspiracy, douchebag.

     

    Still no facts?

     

    P.S. Why do you up-vote your own comments and down-vote anyone that disagrees with you regardless of argument merits? Just post your evidence for everyone to see, it's quite simple.

     

    If you continue to pull this kind of bull shit, I will stalk you and relentlessly shame you for your tactics causing you to have to change accounts if you turn out to be incorrect. We can see every comment you ever make on SA, and you are on my list. Good luck.
    6 Apr 2011, 04:35 PM Reply Like
  • joey554
    , contributor
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    No whatever you do please don't give me a thumbs down.. HA

     

    NFLX announced that earnings will now be broadcasted on April 25th instead of April 18th

     

    A whole extra week to cook the books, should be fun

     

    Thats not good...may explain why executives are "walking out the front door".

     

    honestly - this is the next enron.
    It takes time to sell the stock that is why they need more time
    6 Apr 2011, 04:39 PM Reply Like
  • catamount
    , contributor
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    No proof? You <i>could</i> help other people here with some proof. Saying the same thing over and over won't help you. Neither will continuing to up-vote yourself.

     

    Reminds me of the scene from Josey Wales:
    "How's it on stains?"

     

    You better pray you aren't wrong or it will be new acct time for you on SA :-) (i.e. you will have ZERO credibility on SA when I'm done).
    If you are right, you will be a god in my mind, and I will evangelize your abilities.

     

    I'm working off intuition and a bit of "developer talk", so I really have no idea.
    6 Apr 2011, 04:57 PM Reply Like
  • joey554
    , contributor
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    I look forward to being a god in your mind then woohooo! just having fun with you bud

     

    Implications of Delaying earnings release:

     

    The most common reason is disappointing numbers.

     

    This may tie up with the abrupt departure of their IR (Deb Crawford).

     

    Most likely, Hastings didn't like the numbers and wanted some revisions to be done. This may have turned off Deb Crawford.

     

    Another possible reason is for secondary offering to be announced before the Earning report( not so good E.R.).

     

    Most of the time, when earning Report is delayed, the outcome is negative.
    6 Apr 2011, 05:02 PM Reply Like
  • catamount
    , contributor
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    Easily your best comment in this thread. Thanks for finally giving me _something_ I can understand. I have Asperger syndrome, and I can be slow at times; easily misled unless I ask lots of questions. Writing elegant code makes much more sense to me.
    6 Apr 2011, 05:20 PM Reply Like
  • joey554
    , contributor
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    How's this for substanciated dumbass!!! www.homemediamagazine....
    Your developer friends must have left you out of the loop. HA
    12 Apr 2011, 12:44 PM Reply Like
  • tripleblack
    , contributor
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    I think Blockbuster might have some hidden value for Dish, but they may also pose some hidden risk...

     

    If they did a through search for booby traps, I believe they will come out OK.
    6 Apr 2011, 02:51 PM Reply Like
  • catamount
    , contributor
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    Advice to DISH:

     

    1) Ditch the Blockbuster brand because you are better than that.

     

    2) Do your best to retain BB's contracts with content providers (i.e.earliest-window labels/ studios).

     

    3) Create a service almost identical to NFLX that is only for new releases (see previous BB contract for new-release movies, aka "windowing content") via snail mail or by set-top box (if a DISH sub):

     

    - Charge per day in possession in the case of snail mail. Price should be $4-10 per day, and it should change, in real-time, based on demand

     

    - Allow people to build to build wish lists as early as possible (even before theater release). Let them share these list easily on the web.

     

    4) Retain brick_and_mortar locations where still profitable, but move back to providing selection relevant to demographic data of the local area.

     

    Good luck DISH!

     

    #crushit
    6 Apr 2011, 04:18 PM Reply Like
  • catamount
    , contributor
    Comments (381) | Send Message
     
    One addition:

     

    5) Utilize brick_and_mortar locations for customer service and store functions for DISH.

     

    personal plea: please help the NFL people get their shit together :-)
    6 Apr 2011, 04:30 PM Reply Like
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