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The Contrast Between Blockbuster and Netflix

netflix has improved online marketshare from 70% to 80%+

Netflix: Say Goodbye to Video Stores

warehouses of used catalog DVDs might be more limited then management claims. after a few months of Netflix spoon feeding customers second hand junk they often trade down.

Neflix Estimates Up as Blockbuster Changes Strategy

“We believe that a more benign competitive environment is likely to unleash the leverage in Netflix’s model in 2008,”

this is quite an eye opener statement as $1.38 Billion in 2008 sales probably will allow the eps to began an advance towards $2-ish and perhaps the PE advances towards 30x if Apple Computer doesnt buy them out first.

Neither Blockbuster Nor Netflix Inspires Confidence

Netflix is aggressive with the color ads inside the envelopes but i wonder how much good this does.

Blockbuster: Get Rid of Your Stores to Stay in the Game

The robotic Red Boxes are also internet friendly.
You log into the Red Box web site and confirm and reserve the new release for pick up. I see no need for
cash straped consumers to have to pay the overhead expense for Blockbuster stores when Netflix and Red Boxes are so so so much better.

Citi Upgrades Netflix on Blockbuster's Price Increase

is this the start of NFLX $2 eps?

Netflix's Postal Woes? Don't Go Postal

Also regarding has Comcast hit bottom? Comcast would like to charge $100 a month and hike that 10% a year, while Netflix is charging $17 a month for unlimited disc plus 17 hours worth of a rapdily improving on demand feature. Then again Netflix is friendly with Microsoft and Cisco Systems. surprise surprise!

Netflix's Postal Woes? Don't Go Postal

those lowest rated Citi Group net- number crunchers have skrewed up so many times its a wonder anyone takes their crap seriously. One thing those turkeys didnt mention is that Netflix is making more then $400 million year in pretax gross profits despite price cuts. Too blind to see the numbers on the income statement. over paid idiots.

Netflix Could Be Hit By Postal Cost Hike

CITI analyst MM has dropped the ball o Netflix many times
and wasnt able to et Blue Nile right on a huge upmove why should we take his remarks seriously? also his BBI comments are pityfully mechanical without any intuitive accuracy. i would like his job!

Five Roadblocks In Blockbuster's Road To Recovery

yeah that BBI analyst day tape was 2+ hours on the internet and mostly garbage. this new magement team is not online intuitive , nor are they in a position to catch up. we are seeing the rise of Netflix perhaps 10 million subs, $2 Billion in annual sales, and $700+ million in annual gross profits. Netflix investor conference from monday is clickable on google finance.

Blockbuster: Poor Earnings, Poor Shareholders.

netflix market share low point was 65% , while BBI market share had an artifical crest around 35%. it looks like this will be trend back to the old split 80%/20% in netflix favor. there is probably a >30% chance that BB will sell or close it online business soon. Netflix would be the highest bidding buyer. that would raise Netflix market share towards 100%.

Netflix: Shares May Rally Now, But Brand Value Eroding

if the future is "downloads" then why havent "you" purchased any?

Netflix: Shares May Rally Now, But Brand Value Eroding

on 10-24-2007 Michael Pratcter, 5x degrees, says Netflix has BBI just where it wants them and raises price target to $30.00.

Analysts Still Wary of Blockbuster's Threat To Netflix

Thomas Weisels best case eps of $1.64 in 2008 seems to imply or require a 5% price hike.

Netflix: Shares May Rally Now, But Brand Value Eroding

really? a bit harsh considering NETFLIX audited 2007 gross profits will be nearly $400 million!