jkk

Is Netflix the Next Apple?

do a search on bandwidth caps and you will see where the industry is going to prevent NFLX streaming video and the like from riding their pipeline to take business. NFLX umlimited download steaming is a crappy selection right now - this is because the studios will not allow all you can eat for the good titles.

I would only buy NFLX if you think that their DVD rental business will last long enough to provide a good ROI (which I do not think it will at current multiples) - i would not bet on it for streaming video as to easy to get into and to much competition already - and the killer being the industry wide conversion to bandwidth caps

I am short NFLX - see my post here for reasons why I think the company will not survive

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