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canigetanamenooneused

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  • Amazon Can Make Money When It Wants [View article]
    @mjk: NFLX does have movie rental via their DVD mailing service. It costs a further $7.99/month though.
    Jan 30, 2015. 10:54 PM | Likes Like |Link to Comment
  • Amazon Can Make Money When It Wants [View article]
    @InvestingInvestor: I don't know about the Chinese market, but Indian market is extremely price sensitive and low margin. Much more so than the US market. Plus there are a lot of other players as ruthless as AMZN competing there for the e-commerce space.

    I highly doubt AMZN can generate any profits in the near term over there.
    Jan 30, 2015. 01:21 PM | 3 Likes Like |Link to Comment
  • Amazon's Moment Of Truth May Have Arrived [View article]
    @User: slim margins are better than no margins, and basically by opening B&M stores they are adopting the same method of operation they hoped to disrupt/eradicate supposedly.
    Dec 10, 2014. 07:07 PM | 3 Likes Like |Link to Comment
  • Piper Jaffray keeps up bullish vibe on Amazon [View news story]
    @surplus: I took it 6 yrs back. I am not sure how far back you are going? Are you talking about Math Subject test, or Math part of SAT. Both of them are rather simple.
    I didn't get an 800 (750 I think) in 1st attempt. Most Asians (at least Chinese, Japanese, Indian etc.) studying science in schools can easily ace this "test". You are taught Calculus in school if you are studying science (at least in India). So, the material asked in Math SAT (either one) looks incredibly easy.

    Written part is not Math SAT I think. That's English. I got destroyed in that, I agree. I was just good in Math, Chemistry, that's about it. Horrible in everything else. Overall, I would consider myself to be extremely stupid those days.

    I know. But Math needed to read balance sheets is acquired by grade 8. I was disagreeing with Michael about his comments on Ballmer's "genius" by looking at his Math SAT score.
    Nov 29, 2014. 12:12 PM | Likes Like |Link to Comment
  • Piper Jaffray keeps up bullish vibe on Amazon [View news story]
    @Michael428: I agree that AMZN is not a good stock, but simply quoting Steve's accomplishments to say that he must be right just b/c of them is simply "Argument from authority" logical fallacy.

    Getting 800 in Math SAT is not a big deal anyways. It's basically not even 8th grade math to be honest.
    Nov 28, 2014. 05:19 PM | 1 Like Like |Link to Comment
  • What Netflix May Look Like Five Years From Now [View article]
    @Alex: hmm, what % of the total market would that be? What about the willingness to actually buy content in those countries?

    True, media is sticky, but NFLX so far doesn't own much of it's content. mostly licenses I believe. Competitors haven't really been trying I think. Prime is garbage sure, but I don't think AMZN is really spending money to buy content right now, advertising it or even making the UI any less bad than it is now. That might not be the case with HBO though.
    Wait, why is the distribution mechanism last century?
    Are those licenses only for HBO and also forever? I don't think they have lent out Game of Thrones, True Detective etc. to AMZN. These shows have tremendous pulling power.

    I still don't see how NFLX is the future? Where's there original content?

    GOOG's search business is not media though, at least not in competition with NFLX. Youtube is. Youtube content though can be compared to NFLX, but GOOG still wouldn't be compared to NFLX in general at least for PS, or PE or any other ratios as GOOG is mostly valued for it's search, driver-less car hype etc. But NFLX is basically one thing.


    Nov 20, 2014. 09:19 PM | Likes Like |Link to Comment
  • What Netflix May Look Like Five Years From Now [View article]
    @koolrush: Where did you get the 50-60 original series and 10-12 original movies figure from?
    As far as I know they have Orange, HoC, lilyhammer etc. which perhaps isn't even 10 in number. Withou HoC and Orange perhaps only popular ones. So, really only 2.
    They have 0 movies right now.

    They would basically still need different content for different countries. To simply turn on a service you need enough local content for that specific country too.
    Nov 20, 2014. 08:58 PM | 1 Like Like |Link to Comment
  • What Netflix May Look Like Five Years From Now [View article]
    @Alex: My objections are mentioned below:

    1. I don't agree with your comparison to GOOG, YHOO, TWTR etc. with NFLX. A significant portion of their revenue must be from media for them to be compared with 100% revnues from media company like NFLX. I highly doubt even 50% of their revenue comes from media alone. I am not sure if you can compare on a P/S basis to other companies b/c as you said other companies are very different from NFLX.
    Personally, I don't consider P/S to be a good performance metric at all, as ultimately the profits are important not the revenues. So, PE or perhaps PEG is a better performance measure than PS.

    2. You are looking at the global household figure of 800M (480M remaining) for your NFLX's market. But, it's totally false. In lots of countries "broadband" speeds are incredibly slow, plus people are not willing to pay for services anyways (piracy is king). This is especially true in India where I am from originally. I don't see how they can launch in all these countries let alone have 10% penetration rates.

    Also, $9/month pricing would work only in Europe and US, $9/month is much more expensive than the price of 100+ channels you can get in India for example.

    3. Expanding onto pauldeba's point, NFLX currently have this many subscribers b/c of $8+ price tag, so people even if they watch very little can be lazy to cancel. But increase it a bit, then the big competitor (piracy) rears its head again.

    4. You are also not considering the fact that this expansion so far has been without competitors hence they have been able to capture like 40% of the market, but this same growth rate probably wouldn't continue unchecked since they will now face competition from HBO, Prime? and perhaps other cable companies turned streaming giants?
    Nov 20, 2014. 08:52 PM | Likes Like |Link to Comment
  • Netflix Off-Balance Sheet Obligations: Concerns Are Way Overblown [View article]
    @Alex: Exactly. Else, we can attribute literally anything in life to chance. great points.
    Nov 18, 2014. 07:56 PM | 1 Like Like |Link to Comment
  • Netflix Off-Balance Sheet Obligations: Concerns Are Way Overblown [View article]
    @koolrush: PRobably they are grossly over-valued too.
    Plus, do they own their own contents?

    Does, NFLX owns its content or is it a middleman??
    Nov 18, 2014. 03:23 PM | Likes Like |Link to Comment
  • Would Amazon Benefit From A More Focused Approach? [View article]
    @Michael428: very good points. But you must know that "analysts" and basically the entire Stupid Street is pricing AMZN on rev. growth, so we will have to wait for rev. to slow down before expecting any price correction.
    Nov 18, 2014. 01:02 PM | 1 Like Like |Link to Comment
  • Netflix Faces Brutal Competition For Streaming Video [View article]
    @biobat: good points. plus since they are launching online only, the best method might simply be to focus it's ads online.
    Nov 18, 2014. 12:06 PM | Likes Like |Link to Comment
  • Netflix Faces Brutal Competition For Streaming Video [View article]
    @514032: good point. What's an SP though?

    It also depends how cheap online advertising is. If it takes less than say $0.50 in your example for online advertising, then that could be used in conjunction with the mail order one.

    In US, USPS has good postal rates compared to robber rates of UPS, FedEx etc. THe efficiency of mailing coupons in Europe would depend on whether they have good public mailing service or not.
    Nov 18, 2014. 01:00 AM | Likes Like |Link to Comment
  • Why Amazon At $300 Is Like Apple At $400 [View article]
    Usually they reach close to higher end of their guidance. So, I am not sure 15% is likely, but if that indeed happens then it would be bad for AMZN. Ya, some losses would help too.
    Nov 17, 2014. 11:03 PM | Likes Like |Link to Comment
  • Why Amazon At $300 Is Like Apple At $400 [View article]
    @NYer1: I am not sure the stock would go down to $250 unless they go way below 18% b/c Wall Street is already expecting a max of 18% as per guidance of AMZN. But you never know.
    Nov 17, 2014. 07:20 PM | Likes Like |Link to Comment
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