beezlebub

Netflix: The Beat Goes On

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

Netflix: The Beat Goes On

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....