Netflix, Inc. (NFLX)

All Comments on NFLX

  • commenter
    johngonole
    Jul 28 01:49 AM
    5 Key Quotes from Netflix on the Movie Distribution Business [view article]
    This segment like software and hardware will be very unpredictable. I think download streamed movies is going to be a lot like VHS versus Beta. The long term winners will only reveal themselves in time. First the competition will be stiff with many players involved. Your going to have the cable companies, apple, amazon, tivo, blockbuster, other media companies all try to get a share of this market. Second who knows when another disruptive technology might evolve. Satelite beams direct movies....who knows.

    One thing is that the deal with XBOX is smart. Microsoft has spent lots of money positioning themselves to be the future home entertainment company of America. They want computers with their software to control homes and access to the internet. You see this with the Xbox and Media versions of their operating systems. They will eventually turn the TV/computer/gamesystem... lighting controls/voice recognition into the same thing in the same box.

    So Netflix has chosen a good strong partner here. Likewise Microsoft needs a win soon and they must have found some good reasons to piggyback and use Netflix as part of their platform.

    Disclosure: I own shares of microsoft but not netflix. Netflix in my opinion is way over valued considering the uncertainties and the finite nature of their main business.     Reply
  • commenter
    Scot's Slant
    Jul 27 02:10 PM
    Netflix Earnings: Numbers in Line with Goals [view article]
    Scotty here. It was a few years ago when a know nothing stock analyst said Blockbuster would bury Netflix -- it didn't happen. But still, the question remains: Is buying a few hundred shares of Netflix a good buy at current market price, and further, is this a good stock to hold for future earnings (dividends)?

    Scot's Slant     Reply
  • commenter
    guliamo
    Jul 27 08:43 AM
    My Website
    5 Key Quotes from Netflix on the Movie Distribution Business [view article]
    I was not convinced..
    Netflix's answers were very sloppy.. are they really relying on XboX to bring them revenue?
    Netflix need to merge with TIVO or die.. Movie rentals by snail mail may still grow for a while but what investor wants to get caught holding the stock when it turns out snail mail is growing no longer.
    This is very discouraging from NFLX.
     Reply
  • commenter
    svosavvy
    Jul 26 02:01 PM
    Netflix: The Beat Goes On [view article]
    Good counterpoint,

    This is the absolute first I have heard of bbi in the download business, maybe that was part of the whole game changing idea with cir city. All I see when I look at bbi is miles of brick and mortar that it will pay taxes and insurance and upkeep so little old ladies don't break their neck getting into and out of.
    I have been a customer of both companies mailer services, and I personally found more titles available with nflx, not to mention nflx service is cheaper at least it was when I switched. Thats just my anecdotal take. I gotta say bbi is probably making a nice margin on their snacks at the store.
    Like you say lets see in a year or two, I wouldn't count anyone out they both have very visible franchises and thats usually worth something to someone. I see a tale of two companies one looking forward and the other pulling back. Long nflx     Reply
  • commenter
    beezlebub
    Jul 26 01:28 PM
    Netflix: The Beat Goes On [view article]
    not a shorter on nflx, an avoider,,,,,my guess is that many people fear, correctly imo, that when bbi's marketing starts rolling, nflx growth declines...bbi offers more than than nflx can

    i do not hope nflx goes down, i do think it does though.... and before someone spouts off about nflx downloads...bbi's digital library is bigger, it was acquired last year at a fraction of what it cost nflx to build its own....and its partnership w/ xbox can be replicated by bbi with sony or nintendo (and possibly even w/ msft, there is much speculation that nflx's deal was not exclusive) and one of them may very well be unveiled soon...also a set-top box is soon to be rolled by bbi...so these first moves (by a mere q or 2), will soon go away

    in the vein that i am an nflx avoider, i am long bbi,,,,not huge but long nonetheless... we'll see where things sit by year-end into 1q09...i do like hearing the contrary view points...again, we'll see but i have not heard anything remotely convincing me that i should switch from long bbi to long nflx     Reply
  • commenter
    svosavvy
    Jul 26 12:54 AM
    Netflix: The Beat Goes On [view article]
    blockbuster who ;) I'm still lost at the short interest in this company. This is market manipulation at its crapiest, this company is an all star, but, the bear club (who beezle must belong to) is determined to torpedo it. For this company to not have a bigger pop on these earnings especially when they guided down last quarter over their transitioning into the expensive blu ray market. This is damn near criminal that a fabulous company reports great numbers in a sh*tty economy and its met with a yawn.
    Great earnings, great cash flow, great cust satisfaction, really big potential in the online market which is the future like it or not, this company really works in a poor economy especially with high fuel. What more do people want, secular growth at its near finest. RIP dvd, your days are numbered in a few years along with companies that cling to it like BBI.
    The roku is ok, but, watching nflx on the xbox is better. I see big things for these guys in the future. Long nflx.     Reply
  • commenter
    The hand
    Jul 25 11:22 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    i cut my teeth in the nuclear industry, and there is not a chance in hell (even if we were willing) to put a nuke plant on line in ten years if we were willing to do so and started today. the engineers and manufacturing ability were wiped out in the 80's. and even then, the next plant we wanted to build may be many years beyond that. it really would be 15 years before any real benefit would be seen. and since the last generation of nukes were built, the ones on the drawing boards are a vast improvement in the area of safety.

    as far as disposal of nuke waste is concerned - you have to want to have a solution before you can have one.

    for an form of energy to really be economically viable, the energy must be able to be provided 24 hours per day. i am aware of only one solar project which meets this test, and no wind project currently do. without being able to provide 24 hours per day, you must still build the conventional electrical generating stations - and then just produce less power when the alternate energy sources can contribute. this is a double whammy for consumers - we pay to build the conventional plants, and we subsidize the alternative plants.

    the road to hell is paved with good intentions,



     Reply
  • commenter
    msgtb
    Jul 25 05:33 PM
    Wall Street Breakfast: Must-Know News [view article]
    RightinSanFrancisco

    You say we can't get from here to there without nuclear? I disagree! Until we can dispose of the waste already produced we should not create more. The negative will never succeed. We should be building wind turbines at the rate we produced tanks in WWII. If the government had an energy policy that would reduce our dependence on foreign energy suppliers that would be helpful.

    We can do it but we have to have direction. The only one who seems to have a clue is T. Boone Pickens.

    We need to go to wind power for electrical production and use the freed up natural gas to fuel our vehicles. I recently returned from Thailand and they have Compressed Natural Gas (CNG) refiling stations in most provinces in their country. This is equivalent to Texas having a CNG refiling station is every county. They are converting all types of vehicles large trucks, small trucks, buses and private cars. I would guess that over 100,000 plus vehicles have been converted. They are also using E20 at all refilling stations. If third world country's can do it why can't we? We should be ashamed out ourselves and out country. If we don't want to become a looser on the world stage we must take strong action. We should have an Apollo project for energy.

    And always remember what your mother told you, that can't never did anything.     Reply
  • commenter
    AJ30
    Jul 25 05:32 PM
    Wall Street Breakfast: Must-Know News [view article]
    To User197935, the problem arises when ARMs are adjusted sharply upward. Usually the homeowner was lulled into thinking if this happened, they could either refi or do a Home equity line to take up the slack until their income caught up. Needless to see with the air pushed out of the valuation balloon, this can't be done. Valuation decline slammed the escape hatch. Voila delinquency! Reply
  • commenter
    nibbs17
    Jul 25 05:10 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Voters prefer democrat's energy policy over republican's policy by a 42 to 22 edge, according to your nameless poll. Other than doing nothing, and opposing all intelligent steps to benefit energy users, exactly what is the democrat's energy policy? Your poll report is pure BS. Democrats have no energy policy! Democrats screw up everything they touch! Reply
  • commenter
    beezlebub
    Jul 25 03:42 PM
    Netflix: The Beat Goes On [view article]
    nflx is back in the teens by year end as bbi ramps up it marketing...bbi has held off for a couple of quarters now.... Reply
  • commenter
    John
    Pseudonym
    Jul 25 01:50 PM
    Netflix: The Beat Goes On [view article]
    I use Netflix and see them as a sound company.

    Looking at the chart, the price is at a critical point and a buy/sell signal is coming soon; i'm betting on a buy signal...     Reply
  • commenter
    User 197935
    Jul 25 01:15 PM
    Wall Street Breakfast: Must-Know News [view article]
    can anyone explain to me why the drop in value of a property would translate to a foreclosure, which seems to be more a function of the ability to service the existing mortgage debt. I can understand an increase in delinquency/foreclosur... rate in an job stressed economy which affects the ability to meet payments. But absent that the value of a property declining to less than current value is affects asset value only. Reply
  • commenter
    Monty23
    Jul 25 10:50 AM
    Wall Street Breakfast: Must-Know News [view article]
    Voters prefer Dem Energy policy? Something is wrong here. Taxbigot is absolutely right but he forgot their other policy; force oil producers to drill on all leases even though most of them have no oil. Do they realize how much it costs to drill. Here in my area [ Baaken Shale] it costs at least $5M. You don't drill many dry holes at that price. We never get a good energy policy because of partisan politics. Normthefedup has the right idea; Vote the bums out. But replace with what?
    Reply
  • commenter
    svosavvy
    Jul 25 10:41 AM
    Netflix Player by Roku Has Potential to Really Impact the Market [view article]
    them being nflx
    Reply
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