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Is Netflix the Next Apple?

Just recently I read somewhere that AAPL has ordered a very big quantity of large LCD displays from LG. Looks like they are indeed planning to get into TV business.


On Jan 19 09:48 AM stockdoc06 wrote:

> Movies are different than music and AAPL does not have nearly the
> advantage they had in music. AAPL's music rise was driven by a highly
> desirable playback device and DRM that forced you to use iTunes to
> buy music for your iPod. With the movement to eliminate DRM music
> will be purchased as a commodity through iTunes, Amazon, WalMart,
> etc where artists will once again be able to control price and demand
> their terms be met, though the iPod device still seems to be the
> preferred playback device for now.
>
> Despite the ability to play movies on a 2" iPod screen, the preferred
> playback device for movies is a TV, a business APPL knows nothing
> about, has no advantage, and it would foolish to try to enter the
> TV business unless they come up with 3D without the glasses. The
> interface may eventually be the TV itself (as LG, I believe, just
> announced) but there are also established 3rd party players already
> (Xbox, playstation, Tivo, Nintendo, Apple, etc) where no one has
> a clear advantage. Netflix has been working to establish relationships
> with as many of these as possible to capture as many TV's as possible.
> So rather than Xbox negotiating with Paramount Studios for distribution
> rights, Netflix does the negotiating and distributes throughout their
> platform. Time will tell if Netlfix manages the relationships well
> enough to make a little for themselves but disuade the 3rd parties
> from going it alone without the Netflix toll road, but I think they
> will learn from Apple's mistake of dictating to artists and consumers
> how the relationship will work.

Why It's Time to Buy Google, Apple

Presently the market is in turmoil, for both the stocks there is a possibility of more short term sales. The support levels are poised to break down today.