Netflix, Inc. (NFLX)
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- Netflix May Dominate The Online Video World, But With What Business Model? [view article]
- Netflix Gets Serious About Streaming Media to Replace DVDs [view article]
- Companies We Care About: Starbucks, Apple, Google, & Amazon [view article]
- Redbox: New Video Rental Competition for Blockbuster and Netflix [view article]
- Stocks Potentially Impacted by SEC's Enforcement of Regulation SHO [view article]
- Real DVD: Upload Movie DVDs On Your Computer [view article]
- Underdog Smallcaps: Potential Short Squeezes [view article]
- Netflix's Roku is Doomed to Fail [view article]
- Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
- DVD Kiosk Industry: Coinstar/Redbox Seeing Strong Growth [view article]
- Internet Stock Roundup: Shutterfly, Monster Worldwide, and Netflix [view article]
- Global Investing Roundup: 8/15/08 [view article]
Recent NFLX Articles
- Netflix May Dominate The Online Video World, But With What Business Model?
- Netflix Adjusts Guidance: No Sector is Recession Proof
- Netflix Bolsters Watch Now Offering with Starz
- Netflix Moves to Expand Streaming Catalog
- Netflix Gets Serious About Streaming Media to Replace DVDs
- Stocks Potentially Impacted by SEC's Enforcement of Regulation SHO
- Media by the Numbers: Smartphones, DVDs and Video Games
- Companies We Care About: Starbucks, Apple, Google, & Amazon
- Underdog Smallcaps: Potential Short Squeezes
- Real DVD: Upload Movie DVDs On Your Computer
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Apple TV or XBox: Which Is the Living Room Winner? [view article]
Tolga,"More than half of Xbox 360 owners pay $50 a year for a "gold" membership, which will be required for access to Netflix's "Watch Instantly" library. They also must subscribe to Netflix, which charges $9 per month for the least expensive plan that includes unlimited streaming."
This was taken from this article:
biz.yahoo.com/ap/08071... Reply
Berkman
Apple TV or XBox: Which Is the Living Room Winner? [view article]
JoeYYYY you actually don't have to pay 50$ because purchasing media content can be done with the XBOX LIVE silver package, which EVERY person with an internet connection and a 360 has access, despite this however if I were to go for media I would go Apple TV, the 360 simply is not DESIGNED with media in mind. ReplyApple TV or XBox: Which Is the Living Room Winner? [view article]
Another reason for the TV to move ahead of a games console like XBox is its remote control from the iPhone and almost certainly in future as a remote games controller... It already is for games on the phone so why not for the TV too? Reply
Apple TV or XBox: Which Is the Living Room Winner? [view article]
For the Xbox in addition to the cost of the box you will need to pay 50$ per year for the Xbox gold membership (to buy content at the Xbox marketplace) AND at least 9$ per year for the Netflix service (which will get 1 DVD by mail and their all-you-can-eat VOD). This comes to 50+12*9=>158$ per year.You can download content for this content, but you will pay this amount EVERY year no matter what. With AppleTV you pay only for the content you buy. I find this way much more appealing. This way if I don't have the time to see a movie or TV show I don't pay anything.
Also, adding to andyzaky argument with respect to the interface please see the new interface that will be coming to the Xbox: www.engadget.com/2008/.../
This is clearly an interface for gamers, it will not appeal the general public. Reply
C'ville
Apple TV or XBox: Which Is the Living Room Winner? [view article]
Mathew!"The AppleTV and the Xbox are about the same price at $350 or so..."
That's probably Canadian, but in the US we're paying $229.
The xBox weighs in at $400+ w/ hdmi (cable incl) and 120gb drive. Reply
Apple TV or XBox: Which Is the Living Room Winner? [view article]
The problem with Xbox 360 is that it's a video game console. Enough said. It simply doesn't appeal to a wide enough audiance. The average female is not going to buy an Xbox just so she play movies on her television set. She is far more likely to buy an AppleTV however.Moreover, the interface on the Apple TV is far more appealing, efficient and eloquent than the Xbox 360's as the AppleTV is narrowly tailored for the purposes of delivering the wide breadth of media content to the end user. I've used both for media, and AppleTV simply kills Xbox on this front. You're comparing a high school football team to the NFL here.
Another problem with even thinking there's a contest between the two is that while Apple owns "merely" 70% of the legal music download market, it owns a staggering 90% of the video download market depsite its limited content. Why? Because iTunes basically craps on everything else.
Finally, and most importantly, people are not going to simply "leave" iTunes and their iPhone - Mac - AppleTv - iPod - iTunes ecosystem for the Xbox 360. If you own a 360, then I could undestand how one might go with this system. But if you own a Mac, iPod Touch, iPhone or use iTunes, you're far more likely to use an AppleTV.
If you're interested in the Apple TV and its potential impact on the video market, you could read my article on the subject published here at Seeking Alpha:
seekingalpha.com/artic... Reply
Online Sales: Poking Holes in the Long Tail Theory [view article]
I don't sell books. I collect eyeballs for my web customers. By having 2,500 pages instead of 250 I collect a lot more eyeballs. These additional eyeballs are not as focused as the ones I collected with the original 250 pages but the cost of the extra pages is vanishingly small. This is very much like the transistor count on chips. The original ICs had a few transistors and each transistor had a sizable cost. Now, with millions of transistors on a chip, the cost per transistor is vanishingly small. The effect is similar, with chips you have vastly more processing power and with websites you have vastly more eyeball collecting capacity.How to convert those extra eyeballs into additional sales is a different issue and that is what professor Anita Elberse is addressing.
Reply
Online Sales: Poking Holes in the Long Tail Theory [view article]
The local used bookstore is normally successful with obscure items only if it has a browser base big enough to sell them. It is now possible using the internet. Instead of selling only within a small radius, you have everyone in the whole wide world who has a computer as a possible customer. The commonplace "best sellers" are difficult to sell profitably because everyone else has them, and price-cutting is rampant. The obscure has little competition, and therefore more profit potential. ReplyOnline Sales: Poking Holes in the Long Tail Theory [view article]
Long Tail is a great concept but I must agree that people make selections like lemmings and that long tail looks quite short sometimes.I am one of those rare people who spend vacation time browsing used book stores. I have noticed that there are far fewer of them than before, and the ones that have survived concentrate on popular novels. In other words, in the average used book store there might be a handful of dusty travel and history books waiting for me to discover but there are a vast quantity more of popular romance novels and fantasy fiction.
We live in a disposable society and if you are not an aficionado of whats in the top ten -- or perhaps top 100 -- hits then you are generally out of luck. Reply
Online Sales: Poking Holes in the Long Tail Theory [view article]
I think Jeff Bezos (CEO of Amazon) has pointed out a number of times that Amazon is making a large chunk of its sales in long tail products (such as the millions of titles of books it offers). ReplyOnline Sales: Poking Holes in the Long Tail Theory [view article]
so what's your point? isn't it that adding ever more 'obscure' items comes at a marginal cost which in turn starts weighing on the overall profit margins if you just add a sufficient number of such items? and does a company create or destroy shareholder value adding heavily on the tail side? ReplySony's Latest Play for Your Living Room [view article]
This issue (who gets paid what on a download) was at the heart of the writers strike. This article is right on, the future is here. It's the beginning of the end of dvds. ReplySony's Latest Play for Your Living Room [view article]
"None of these have really taken off--largely because each option only has a sliver of content."On what basis do you believe they have not taken off? From tracking order numbers, we know that the Netflix Roku box sold over 50,000 units within 2-3 weeks, and it is believed they sold over 100,000 before they hit supply difficulties. They have ~ 10,000 titles ready for instant viewing on your TV at no additional cost to the NFLX subscription. I don't call that a "sliver" of content.
Having said that, I agree Sony is late to the game here, and the PS3 has not sold that well, so this may be too little, too late. However, I do think it is a good, strong move to make. Reply
Sony's Latest Play for Your Living Room [view article]
julia --i tell my 14 yr old daughter that she should strive like you do in seeking success ---she has two of the three things you have --intelegence ---looks and now she has to get that Princeton University Degree-- ReplySony's Latest Play for Your Living Room [view article]
For decades, the name Sony was synonymous with status in home entertainment. Before the large screens, nothing was cooler than owning a 19" Trinitron. Perhaps they could have been the global leader in consumer electronics today. They continue to create quality products, but - "There Comes a Time When We Heed a Certain Call.......there's a choice we're making.... APPLE - they are the world. They are the ones to make a brighter day..."I guess I am hopelessly tivoted to Aapl. Reply