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Sakelaris

Sakelaris
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  • Netflix Earnings Preview: Euphoria Of Q4 2013 To Subside In Q1 2014 [View article]
    Yes, Netflix does have a great DVD service. I love the fact that it is well-integrated with the Netflix streaming service on the Netflix website.

    I doubt that other companies are interested in buying that part of the Netflix business, as DVD rentals have been bad-mouthed in recent years and have had some declines. Nor would it actually make sense for Netflix to sell the DVD business. Not only is it still profitable, but about 15% of the overall US Netflix streaming customers are still using the DVD service as well; far too many streaming customers to risk angering by sending their DVD servicing elsewhere.

    Moreover, what decline we have seen in DVD rentals is really too, too, bad, since it is based upon a HUGE illusion. The illusion is that the content on DVD is going to all-you-can-watch streaming services such as the ones operated by Netflix and Amazon Prime. Well, no, it is not! Instead, the DVD content, if it is converted to streaming AT ALL, is much more likely to be on pay-per-view sites, where consumer costs add up quickly, or it goes to TV channels that are part of expensive cable/satellite bundles. Yuck!

    The Netflix DVD service: Good for Netflix's finances and good for consumers!
    Apr 19 12:21 AM | Likes Like |Link to Comment
  • Netflix Earnings Preview: Euphoria Of Q4 2013 To Subside In Q1 2014 [View article]
    If you have regularly followed the consistently bearish Trefis advice on Netflix, you missed all of the huge increase in the Netflix stock price that began in late 2012.
    Apr 18 07:04 PM | 2 Likes Like |Link to Comment
  • Ukraine pro-Russian demonstrators refuse to stand down [View news story]
    Yes, and when it comes to tolerating border changes (Cyprus), engineering border changes (Yugoslavia) or creating new de facto borders (Kurdistan), it is the US which still holds the world lead for recent years. What's the difference?

    Actually, there is one difference. The border changes noted above cost many thousands of lives; thankfully so far the Ukraine losses have been far less.
    Apr 18 04:21 PM | 1 Like Like |Link to Comment
  • Ukraine pro-Russian demonstrators refuse to stand down [View news story]
    By all means, Matthew, you head right over to Kiev and join the right-wing groups there. Hand out sweets there, as our Assistant Secy of State, Potty Mouth Nuland, might not be able to be there all the time. Hand out your own money to the corrupt Ukrainians also; we US taxpayers have already seen five billion dollars of our money spent "on the ground" there recently.
    Apr 18 04:10 PM | 1 Like Like |Link to Comment
  • Why Apple And Amazon Are No Threat To Netflix, Stock Will Regain $400 [View article]
    Such a distortion of the Netflix streaming offerings!

    But a bear/short seller agenda on here is just to bad-mouth a company.

    For all others though, I suggest that Netflix be given a chance.
    Apr 18 03:48 PM | 1 Like Like |Link to Comment
  • Why Apple And Amazon Are No Threat To Netflix, Stock Will Regain $400 [View article]
    To jayurbain and Guzman: I like Amazon Prime and, yes, for me the delivery benefits make it free or nearly free. Still, the fact remains that there are differences in streaming content between Amazon Prime and Netflix, enough of them to make it good to simply have and enjoy both services, along with the Netflix DVD service to fill out any gaps.
    Apr 18 10:02 AM | Likes Like |Link to Comment
  • Why Apple And Amazon Are No Threat To Netflix, Stock Will Regain $400 [View article]
    The article said that "Apple's appeal will be in its ability to offer an a la carte model--something that consumers have been for years begging for."

    Well, who are these silly people? As a fan of the unlimited fixed-price streaming model of Netflix and Amazon Prime, I certainly hope things do not go that way. The pay-per-view model this article promotes can mean much higher costs for those consumers who are seduced by its immediacy. When you want to see something that is not on Netflix or Amazon Prime streaming, use the very good Netflix DVD rental service; do not fall into the pay-per-view trap.

    By the way, I have about as much Apple stock as I have Netflix stock, but that does not change the consumer issue here.
    Apr 17 03:29 PM | Likes Like |Link to Comment
  • Bloomberg: Netflix talking with Vodafone about free streaming promotion [View news story]
    Although I should add that I would worry about a Netflix deal with any of the US cable companies, as I feel that they would try to limit the Netflix content as part of the deal.
    Apr 17 02:55 PM | Likes Like |Link to Comment
  • Bloomberg: Netflix talking with Vodafone about free streaming promotion [View news story]
    Great news for Netflix! It is good to partner with other companies to help find new customers.
    Apr 17 01:10 PM | Likes Like |Link to Comment
  • Pacific Crest sees a whole lot of upside on Netflix [View news story]
    Price predictions on Netflix are tricky, but nevertheless this company has latched onto a business plan that is giving the people what they want. And, so far, it has no real head-to-head competition, unless you count Amazon Prime.

    I like both the Netflix and Amazon Prime all-you-can-stream services, but I see them as more complimentary than competitive; they are each low enough in price that a consumer can simply have both. Add a similarly low-cost Netflix DVD rental plan, and you will never need cable again.
    Apr 17 09:48 AM | Likes Like |Link to Comment
  • Netflix Will Move Hard After Earnings: Here's How I'd Trade It [View article]
    As for Netflix raising prices a dollar or two, I believe that it can be accomplished without big problems if they will communicate well ahead of time about it, and will announce that those who are subscribers as of the day just prior to the increase can keep their old rate for an additional period of time, perhaps six to twelve months.
    Apr 16 09:59 AM | Likes Like |Link to Comment
  • Ukraine retakes airport [View news story]
    There may be thousands there who lack insignia on their outfits.

    Hang them? You and whose army?
    Apr 16 08:28 AM | 2 Likes Like |Link to Comment
  • Ukraine retakes airport [View news story]
    And so few Americans know anything about the history or rivalry of the Russians and Ukrainians competing for control here. They just get the message the Putin is bad, and go on to watching their sports reports. They know nothing about the way the Ukrainians blame Russians for sufferings in the 1920s and 1930s, or how Russians blame Ukrainians for supporting the Nazi Germans during World War II.

    The borders of the current nation of Ukraine (established 1991) were a grievous mistake, and throughout the subsequent 23 years there has been trouble between Ukrainians and the millions of Russians who were unwisely included within their eastern regions.
    Apr 16 07:40 AM | 1 Like Like |Link to Comment
  • Ukraine deadline for rebels to stand down passes [View news story]
    Those Right Sector Ukrainian crazies who were prominent in the US-supported February revolution in Kiev and who now actually hold positions in the new Kiev government have ended any hopes of Ukrainian-Russian harmony. The two nationalities can never live together in large numbers in the same country again.

    I predict that Russia will not want all of Ukraine. They will probably end up securing the southeastern third of the country.

    Could it be done peacefully from this point? That would be nice, but I have my doubts. And if more lives are lost, part of the blame goes to the stupid US State Department leaders who thought the region was fair game for a resumed rivalry with Russia, along with a compliant US news media.
    Apr 14 07:25 PM | 1 Like Like |Link to Comment
  • Ukraine moves to retake control of eastern city [View news story]
    The "sovereign country" you refer to was a mistake in terms of its borders. Its eastern areas are mostly Russian and those Russians have had tension with the Ukrainians throughout the 23 years of Ukrainian independence.

    And now there are some real neo-Nazi Ukrainian crazies in the insurgent government in Kiev. It is time for a separation.

    Besides, when it comes to tolerating or engineering border changes, the United States has taken the lead over the last fifty years. Consider Cyprus, Yugoslavia, and de facto independent Kurdistan.
    Apr 14 10:28 AM | 1 Like Like |Link to Comment
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