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Jackson Cash

Jackson Cash
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  • IBM's Chinese hardware sales plunge; can the company return to growth? [View news story]
    Thank the NSA. Mark this post, every "tech" company that touches Fascist-Sam gets the kiss of death internationally. Squabble all you want.
    Oct 17, 2013. 11:40 AM | 1 Like Like |Link to Comment
  • Are Central Banks Financing Governments By Printing Money? [View article]
    Central planners unite!

    Lets hope the masses don't see the monopoly of fraud capitalism at work in the USSA!

    License to steal and strangle everyone but the 1%? Check!

    Oct 1, 2012. 11:49 AM | 1 Like Like |Link to Comment
  • Are Central Banks Financing Governments By Printing Money? [View article]
    So, central planning and a managed fraud-economy is as good as the real thing?

    There is exactly one takeaway --


    This is a promise, but you the reader won't listen.
    Oct 1, 2012. 11:47 AM | 2 Likes Like |Link to Comment
  • 4 Large-Cap Bubble Stocks We Rate a Strong Sell [View article]
    The word "over" appeared more than 10x in your article.

    I will gladly take the other side of any tape you are on based on your writing.

    Here's a tip, go long NFLX and you can owe me a beer in 2 weeks.
    Jul 14, 2011. 10:16 PM | 1 Like Like |Link to Comment
  • Netflix: Blind Faith in the Story Can Get You Killed [View article]
    I could see NFLX as a cozy AAPL acquisition target.

    If AAPL (or ______) wanted to crush cable operators selling turd sandwiches everywhere, LVLT and NFLX would do it.

    Cable operators are on the chopping blocks. Cablevision, TWC, and many others are on borrowed time. Serving in dual capacities as ISP's and cable TV operators is the only saving facet.

    Just ask yourself what you watch... I'll bet it's less than 4 channels out of 60+. What are you really paying for? $50/mo for History Channel, and a couple others (the rest is total garbage) isn't an order of magnitude more expensive than NFLX???
    Jul 6, 2011. 09:03 AM | Likes Like |Link to Comment
  • Netflix: Blind Faith in the Story Can Get You Killed [View article]
    Interesting points, except inconsistent.

    On one hand you are asserting that competition is undermining NFLX when it comes to free (can't compete with free), and on the other you assert that the same content is becoming more pricey... That lust for higher margins by content producers and cable operators should tell you there is writing on the wall for them. Most (if not all) have been slowly sinking in declining subscribers and raising prices.

    Showtime/HBO/Starz? Really? Honestly, who cares about 5 seasons of Weeds or other original series'? Not many, and my point is diminishing leverage by all those networks. This should be quite obvious in the traditional cable markets -- how are subscriptions? Most need to focus on NFLX swallowing these whole, just like Blockbuster. Although you state in a comment below that NFLX isnt a substitute for local cable providers I beg to differ. They are doing it, whether they acknowledge it or not. Cable is headed to the dogs (even with the local news).

    NFLX indeed rides the CDN pipes of carriers, and what I am asserting is that they have that tied up with a bow-- internationally. This isn't some hip shot delivery network, NFLX has a mature delivery platform. Yes there are pressures at the last mile (local ISP's) but those price pressures will be on private subscribers, not NFLX.

    I'm really surprised that no one has mentioned licensing of professional sports. That is the one gaping hole I see.

    Another is the war on international piracy that NFLX offers a straightforward solution to.

    The last is the mountains of content in people's media cabinets at home. How many movies out of entire collections do people watch repeatedly? I'd guess less than 10%. Look at the Miramax collection (their entire lineup). How many movies are really worth a crap? Perhaps that same 10%.

    The bottom line for everyone yelling higher content prices from the rooftops is that it is all short term, and pricing long term is VERY much in NFLX favor. Soon it will be trendy charging more for a $hit-filled twinkee (like Green Acres), and only works once. Really, charging more for crap doesn't make it any less crap.
    Jul 6, 2011. 08:45 AM | Likes Like |Link to Comment
  • Netflix: Blind Faith in the Story Can Get You Killed [View article]
    Time will tell, indeed.

    I think you are looking in a very narrow context. Using an example above, NFLX ate video stores overnight, and right under the noses of Goog, AAPL, etc. Read that sentence again and think about that.

    Framing the perspective in that context one might be wise to exercise caution lest Time Warner or HBO go down that quickly too (and be positioned accordingly).

    The momentum is heavily in favor of NFLX for all the countless reasons mentioned, but the scope of that momentum may be underestimated..

    Long term I would expect NFLX to be an acquisition target before the growth model goes stale...

    Blind faith is bad, but looking in all the wrong places is just as blind.
    Jul 5, 2011. 06:49 PM | Likes Like |Link to Comment
  • Netflix: Blind Faith in the Story Can Get You Killed [View article]

    Saying that the cable companies and networks are competing for rerun-mediocrity is like being 3rd string prom date. You might get used.

    HBO GO (and other independent efforts) is trendy, expensive, and will only fizzle.

    This tired argument was last used by the RIAA when iTunes smashed individual record labels that complained to bits.
    Jul 5, 2011. 06:12 PM | Likes Like |Link to Comment
  • Netflix: Blind Faith in the Story Can Get You Killed [View article]

    NFLX > $400 by the end of year. You heard it here first.

    The largest component of content delivery is DELIVERY. NFLX has this as a competitive advantage given it's relationship with such veteran providers. Amazon? Good luck. See how much of the Internet (in aggregate) is dominated by NFLX streaming for a taste. Who else can touch them?!

    There is so much talk about pricing content like it is the driving factor. NFLX is consumer driven which is far more persuasive (from a content cost perspective), not content producer driven. An explosive consumer base brings far more to the table in pricing content than a washed up production house (like Miramax).

    One has to be mindful that this is in addition to running circles around cable companies and their advertising revenue models... NFLX is eating advertisers and cable affiliates for breakfast. WHY? It's subscriber driven - and good riddance.

    If you want to see what NFLX growth looks like internationally look at their CDN's.

    Tip of the glass to ya.
    Jul 5, 2011. 05:38 PM | Likes Like |Link to Comment
  • If It's Really All About Content, There's No Room For Netflix [View article]
    Garbage talk of a short book. Last I checked the T in the "level one" ticker was for three -- as in Level 3.

    NFLX is strong, with a long way to run. Even if they are threatened by competition or marginalization they are a prime acquisition target, not to mention I don't see HBO, or even Time Warner showing up on hardware (that isn't theirs) anytime soon.

    Traditional content provisions (like cable/satellite) are dying (GOOD RIDDANCE!). Revenue models hinging on advertising are dead.

    Looking at margin compression of Amazon, NFLX, etc, the space is wide open.

    LVLT is up 100+% for those in the know, and is just getting started... Their pipeline and dark-capacity is perfectly positioned for delivery of said content, and international. Double your money by Christmas +LVLT, and send me a card.

    Goodbye cable, goodbye advertising, goodbye lame-stream content -- long overdue.
    Jun 10, 2011. 11:15 AM | 1 Like Like |Link to Comment
  • 2,200 Page Train Wreck [View article]
    Uh, bullshit.
    Mar 12, 2010. 05:47 PM | Likes Like |Link to Comment
  • Lehman's Collapse: Executives and Accountants Faulted [View article]
    Helen Keller could see that this practice is as widespread as possible!

    The US government sponsors it through FASB shell games, and the Federal Reserve is the home for homeless SIV's.

    Quit being afraid to call a spade a spade.
    Mar 12, 2010. 05:22 PM | 3 Likes Like |Link to Comment
  • Talking with Republicans about Fannie Mae (FNM) and Freddie Mac (FRE), House Financial Services Committee Chairman Barney Frank says the panel will probably recommend abolishing the agencies, which have received nearly $111B in taxpayer aid since their seizure.  [View news story]
    Jan 22, 2010. 11:54 AM | Likes Like |Link to Comment
  • The jobless decade: December 1999 - 130.5M employed Americans. December 2009 - 130.9M. Considering the country grew by 30M people, a 400K gain in employment over 10 years looks pretty awful.  [View news story]
    huh? I thought the best and brightest were getting increased bonuses??

    Oh, right, lies, cheating and stealing leaving nothing but bad debt. Thanks corporate America, aka Fraud Street.
    Jan 11, 2010. 06:30 PM | 3 Likes Like |Link to Comment
  • The Google Phone, Unlocked (Confirmed and More Details) [View article]
    Peter you are being very short sided. This isn't about phone plans this is about connectivity and information. Google has the information (arguably most of it).

    Carriers are moot. One can find connectivity anywhere/everywhere on an ever increasing basis. To your carrier "loyalty" I say, support Goog or sink. It is that simple. This isn't about the carrier at ALL!
    Dec 14, 2009. 11:14 AM | Likes Like |Link to Comment