Seeking Alpha

biobat

biobat
Send Message
View as an RSS Feed
View biobat's Comments BY TICKER:
Latest  |  Highest rated
  • Netflix Q3 2014 Review: Better Hurry, This Sale Won't Last [View article]
    James,

    You seem to be of the assumption that there will only be one place to access HBO content on the web and that seems pretty foolish. There are still going to be a large number of people who don't subscribe to HBO but like they're content. If HBO can maximize the money they take in (ie. through streaming contracts for back catalog content) that make other providers attractive and bring them in money they wouldn't have gotten elsewhere, why not? Given the quality of the back catalog, we're not talking peanuts either.
    Oct 20 07:24 AM | Likes Like |Link to Comment
  • Netflix Q3 2014 Review: Better Hurry, This Sale Won't Last [View article]
    Declining cable is a reality but satellite is still picking up subscribers.

    $150 is a shocking number but it's probably a bit on the high side:
    http://bit.ly/1rGuMIr

    There's no reason why HBO wouldn't extend the Amazon contract - it's essentailly free money. The stuff Amazon has is good but it's a limited back catalog that doesn't compare to the full HBO library.
    Oct 17 07:35 AM | Likes Like |Link to Comment
  • Netflix Q3 2014 Review: Better Hurry, This Sale Won't Last [View article]
    The market wasn't overly optimistic in sub growth - Netflix' own guidance was and they missed their target by 20% hence the sell off. Gary Js right - the easy to pick up subs are accounted for in the US, Canada, and probably even the UK. From here on out it's not going to be as much as a sub growth story as it is a rapidly rising profit story.

    I think it's go a ways to fall yet but I'm be watching for a good entry point again.
    Oct 16 07:37 AM | Likes Like |Link to Comment
  • AT&T Should Not Buy DirecTV [View article]
    G.fast is good when the distance from fibre optic distribution point to home is 100m or less. Given the fractured fibre optic infrastructure in the US, it's a pipe dream in a lot of places. Something's going to come eventually but it's not going to be tomorrow or even next year for the majority of people. In the meantime, T gets a solid company that's best in class, is actually seeing increased ARPU and subscriber growth when pay TV as a whole is declining, has the valuable Sunday Ticket package, and provides in roads into Latin America.
    Oct 14 09:09 AM | 1 Like Like |Link to Comment
  • BlackBerry: Let's Not Get Too Crazy [View article]
    Prem Watsa's a better investor than most of us and if he had really thought he was stepping in a pile of it, he wouldn't have exercised his option to issue more debt to Blackberry. Instead he did what Buffet did with BAC, get a sweetheart deal that will pay off in spades in 5-10 years.
    Oct 9 11:25 AM | 2 Likes Like |Link to Comment
  • BlackBerry: Let's Not Get Too Crazy [View article]
    The longs are well aware of it. But the single largest bond holder is Fairfax Financial who already own 10% of BBRY shares. They're not likely to start converting debt until the company is fully stabilized, turning a profit and has seen a big rise in share price to offset the their own share dilution and offset returns they would get from BBRY simply paying down the debt. A $10-12 share price isn't going to cut it, $20 probably will. If a 100% gain from current levels results in a 10% share dilution, I don't think many shareholders will mind.
    Oct 6 06:52 AM | 6 Likes Like |Link to Comment
  • Netflix Controls Consumer Time, But Not The Wallet [View article]
    Or alternatively, they kept the pricing static for two years to make legacy users think they were getting a bargain and thus making them more likely not to drop the service, reducing churn, and improving the bottom line in one fell swoop.
    Sep 29 09:59 PM | Likes Like |Link to Comment
  • Netflix Controls Consumer Time, But Not The Wallet [View article]
    Guzman didn't say public libraries had a streaming service, he said Netflix was the digital version of a public library, which in many ways it is. Except most public libraries are free.

    But people will pay for convenience and you can't beat sitting on your couch with a remote in your hand.
    Sep 29 09:58 PM | Likes Like |Link to Comment
  • Amazon.com Finally Does Something Right [View article]
    Google didn't partner with Samsung, Samsung licensed (essentially for free) Android from Google. There's a world of difference.

    I have yet to meet a dedicated reader who prefers a tablet to an e-reader. I'm sure just like unicorns that they exist somewhere.
    Sep 29 09:53 PM | 1 Like Like |Link to Comment
  • Amazon.com Finally Does Something Right [View article]
    For a lot of reading, tablets are not 'just fine', they're terrible. They do a lot of things well and have their place but being a dedicated reading device isn't one of them.
    Sep 29 08:02 PM | Likes Like |Link to Comment
  • Apple's iPhone 6+ Isn't Indestructible, But Who Cares? [View article]
    Again, this is inherent to the physical properties of metal. Tim Cook cannot change the laws of physics. Nice try though.
    Sep 28 05:52 PM | Likes Like |Link to Comment
  • BlackBerry: Now Comes The Hard Part [View article]
    I'm mildly bullish on the long term prospects of BBRY but I think you're confusing BBRY messenger users with BBRY smartphone users. The BBRY messenger userbase increased, but it's a free service that brings in a grand total of $0. The number of BBRY smartphone users is still in decline. While it's great that the company does have a service people want, free isn't the way to turn around the company.

    Secondly, the service decline is in services revenue. It has absolutely nothing to do with BBRY messenger, which as noted above is a free service. Although the rate of services decline seems to have slowed, it hasn't yet turned towards growth again. That's something to watch over the next few quarters.
    Sep 28 05:51 PM | 1 Like Like |Link to Comment
  • Apple's iPhone 6+ Isn't Indestructible, But Who Cares? [View article]
    9 complaints out of 10M phones sold says it's a non issue. This happens with every new iPhone release. The only thing different is the so called 'defect' that's found.
    Sep 25 11:14 PM | 2 Likes Like |Link to Comment
  • Apple's iPhone 6+ Isn't Indestructible, But Who Cares? [View article]
    It's not a defect, it's the physics of metal. So unless Tim Cook is can change the laws of physics, this is much ado about nothing.
    Sep 25 01:49 PM | 3 Likes Like |Link to Comment
  • Apple's iPhone 6+ Isn't Indestructible, But Who Cares? [View article]
    Batterygate, Atennagate, Bendgate.

    Just the typical naysayers trying to find something wrong with a product that by most user's accounts outdoes the competition.

    Haters be hatin'.
    Sep 25 06:52 AM | 19 Likes Like |Link to Comment
COMMENTS STATS
3,184 Comments
2,692 Likes