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  • Netflix Is Cooked; Get Out of Amazon and Coinstar As Well [View article]

    It is the portal for most artists official free music videos. Also the place for how-to videos, and much much more. That is why Google turned it into a money making machine and most of the devices with a Netflix channel also have a YouTube channel.
    Mar 1, 2011. 01:34 PM | Likes Like |Link to Comment
  • Hulu, Redbox and Amazon: Can They Topple Netflix? [View article]
    How about this one provided by Will Richmond's Instablog:

    An interview with Comcast's CEO Brian Roberts in today's WSJ has an instantly classic quote that will no doubt be making the rounds. In response to the interview question, "Do you feel pressure from the growing number of deals Netflix Inc. is striking with content owners, including, recently, CBS?" Roberts responded, "What used to be called 'reruns' on television is now called Netflix."

    We are alreay hearing from the newest member of the content owners.
    Mar 1, 2011. 01:11 PM | 2 Likes Like |Link to Comment
  • Which Companies Will Be Left Out of the Next iPad Ecosystem? [View article]

    LOL! Apparently WE bought a $600 windows laptop with a 12" screen and slow hard disk instead of buying a hot new state of the art tablet or waiting a year or two or ... until a decent "windows" tablet hits the market. I hope WE will be very happy until SHE realizes there is more to life than letting you do the thinking that buying 20th century technology in a mobile 21st century world makes US happy.
    Mar 1, 2011. 12:36 PM | 2 Likes Like |Link to Comment
  • Netflix Is Cooked; Get Out of Amazon and Coinstar As Well [View article]
    Apparently, this missed the mainstream financial media because it is indie film and the reporting of anything NFLX has died down. Just like happened in music, these film houses are seeing the low barrier to entry to open retail channels and be noticed outside their niche audiences. I expect this to have more impact on iTunes as we could see weekly promotion of indie films just like in music. Maybe a free weekly discovery download or rental. I always bought mainstream music until I discovered a number of indie music acts through iTunes free downloads.
    Mar 1, 2011. 12:20 PM | Likes Like |Link to Comment
  • Which Companies Will Be Left Out of the Next iPad Ecosystem? [View article]

    You can switch between running apps on any iOS 4 device, (iPhone 4, iPod Touch 4, iPad).

    - While writing an email, single click the home button
    - touch the calendar, dictionary, Safari, any other app icon
    - double click the home button and it brings up the multitask bar
    -touch the email app and it switches back

    You can start all the apps you want to use and then switch between them, similar to a PC.

    To close an app(s)

    - go to the multitask bar
    - touch and hold one of the icons until all the icons wiggle
    - touch the x in the upper left corner on the apps you want to close

    I had a 1st generation iPod Touch and just upgraded to a 4th generation and it is amazing how much more productive it is not having to restart each app every time you want to do a task. I am waiting for the 2nd generation iPad with the camera to buy one. Hopefully, that will be announced tomorrow.
    Mar 1, 2011. 11:12 AM | 1 Like Like |Link to Comment
  • Which Companies Will Be Left Out of the Next iPad Ecosystem? [View article]
    There are apps that allow you to sync documents between your computer and iOS device through iTunes. I use FileViewer USB. It is easy to use and configure.
    Mar 1, 2011. 02:04 AM | 1 Like Like |Link to Comment
  • 7 Reasons Why Netflix Will Soundly Beat Amazon in Online Video [View article]
    Agree. It is at the last support point before the retrace to 180.
    Mar 1, 2011. 12:35 AM | 2 Likes Like |Link to Comment
  • Apple, Google, Microsoft: Why Each Is a Winner in Its Own Right [View article]

    I remember "no one gets fired for buying IBM". Then along came Windows. The same is happening today. "No one gets fired for buying Microsoft". Near the end of the last century, the internet came along and has changed the game. Have you used an iPhone, iPod Touch, or iPad app computer? You know as in "There's an app for that." They are instant on, quick, very efficient, and focused. The apps are really small web applications that run on the computer. No need for an operating system with all the complexity and problems of Windows, Linux, or Mac. You do not need an all inclusive office suite, just small pieces. That is how the suites work anyway: word processor, graph, drawing, clipart, object library, spreadsheet, presentation functions.

    The answer is yes the app computer will replace what you know as a computer today. Just like the 60s mainframe was replaced by the 80s bank of servers. If you watch CNBC, you will notice they use iPads in plain sight. That means NBC Universal owned by the big corporation GE and now Comcast had to approve them accessing the corporate network. They are getting mainstream acceptance and have not been in existence for more than a year.

    Have you ever used an app? ESPN has a great app. Lets you see all the scores, box scores, stats, standings, news with the flick of a finger. Click on the app and within a few seconds it shows the last page you opened, say College Football. Flick right NFL or Flick left Nascar, PGA, Tennis, Soccer, etc.. It continually updates the information every few seconds. Touch a match and the details appear. Scroll down and you see stats for each contributor. Go do this on and it will take you forever to find all this information much less have it updated reliably every few seconds.

    Now your questions about use:

    What does an accountant need? spreadsheets, forms, customer documents, and tax law. Forms are online today at the IRS. Why not an app that accesses those forms without going through all the web pages to get to them. Click on the app, select the form number, and voila it appears before your eyes. That is how apps work. No navigating to the IRS website finding where the moved the forms, scrolling through the current organization of forms, and then clicking on the form. All that is taken care of in the app.

    What does a lawyer need? reams and reams of paper, access to court filings, case law, briefs, depositions, statements, etc.. and a word processor. PACER filings are online. SCOTUS filings are online. Why not an app that can retrieve filings or case law by key word, case number, or any other search method. Why not retrieve briefs in an app which retrieves via 3G from the "cloud". No more Entering court or a deposition, oh I forgot one of my briefs at the office. No more. Call it up instantly and securely.

    What does a professor need? Class notes, tests, textbooks. Some classes are already providing iPads with eBooks instead of paper textbooks. They are searchable and can be corrected without need for a new revision being "printed". Lectures can be video or audio podcasts. Tests can use an exam app which pulls random questions from the testing database for each student.

    What about doctors? How about patient charts. Online so nurses, orderlies, and doctors can collaborate on what care a patient has been given rather than try to decipher each others henscratch. Click the app, enter the patient number or better yet use rfid tag to identify the patient. The patients chart appears without all the clutter and trouble of the personal computer. Drugs and doses can be checked against the patient history using the same process before being approved for administering to the patient. No need to create a giant bloated program. Apps are developed in weeks not months because they focus on small tasks.

    What about general business use. What does a company executive need? They are usually in meetings. They keep their calendar, email, to do list, etc.. on a smartphone. What they need is something to show presentations, take notes, and lookup information. Why lug a laptop when simple apps do all this. How about sales people? Out in the field. Someone asks about a product. Whip out the iPhone or iPad and get them the information from the company server with color pictures, video, or presentation in an instant. No opening a laptop, waiting for it to boot, connecting to the company vpn, finding the information, and showing it.

    Apps like these exist today and are being used.

    No real comment on other tablets. I will just say they will never be able to keep up with Apple in hardware or software advancements. Just look at the iPod. Still dominate. They are the IBM, Microsoft of the 21st century. Soon it will be, "no one gets fired buying Apple".

    Hope this helps.
    Feb 28, 2011. 09:56 PM | 4 Likes Like |Link to Comment
  • Apple, Google, Microsoft: Why Each Is a Winner in Its Own Right [View article]

    Companies are realizing that most of their employees do not need big pcs with big operating systems. They are moving to app computers in the form of tablets. Mostly they will be iPads because they do not have the inherent problems that companies have been wrestling with in Windows and Linux. 

    Why anyone would buy Microsoft or keep recommending it is a mystery. They are stuck in the 20th century with no hope of emerging unless they accept the new ways. The only real product they have that may excel in XBox but it is built on a half platform. Office will eventually be usurped by smaller apps which do just the targeted job as opposed to confusing bloated software designed to be everything to everybody. That way is being shown the door.
    Feb 28, 2011. 12:48 PM | 1 Like Like |Link to Comment
  • Why It May Finally Be Time to Short Netflix [View article]
    Yep. Now you have the last big media company (NBC Universal) out of the hands of an industrial and into a significant longtime big media company run by a longtime big media ceo Brian Roberts who is also an industry activist. He is chairman of CableLabs which is a cable industry consortium designed to get new technologies to market quicker. Should make the future interesting as the big players begin moves to create new revenue streams around tiered on-demand programming and distribution of movies with someone like Roberts sitting there suggesting a CableLabs type consortium for content delivery.
    Feb 28, 2011. 12:33 PM | Likes Like |Link to Comment
  • Why It May Finally Be Time to Short Netflix [View article]
    The Feb 25 answer is in. Short interest increased over 1 million even after Tilson's supposed cover. The stocks of Cramerica's FADSCAN defy the logic of buying heavily shorted stocks. They are wild swingers that can make money for both shorts and longs providing timing is right. NFLX is so tightly held by a few big players that the actual trading float is a lot smaller than 52 million. Those who shorted NFLX have now made $40 a share if they got in near the projected momentum play top around $250. Retrace should continue to recover the recent mountain climb inspired by the public Tilson/Hastings "debate" held between mid January and first of February.
    Feb 28, 2011. 12:04 PM | Likes Like |Link to Comment
  • Apple: The Leader That Others Continue to Follow [View article]
    This is hilarious! Using NFLX as an example of a leader analogy for AAPL competitors to strive to attain is ludicrous. Apple is an engineering company that builds its brand by building great products that just work. That is the reason you want one. Netflix is a mail order company that builds its brand using copyright tricks to buy someone else's products and loan them to subscribers. Blockbuster beat itself by not recognizing the change to home delivery video. There was no great prowess by Netflix to maintain its market.

    Meanwhile Apple makes their own software and designs their own chips but use Samsung's semiconductor facilities to manufacture those chips. Samsung uses Google's software. That says they have the hardware ability to be a great competitor but not the software or creative think tank. That is why Apple is a hard competitor to catch.

    As for your model company Netflix, they are now in transition to streaming which has NO copyright trick to allow use of studio products without accepting the terms of license including what and when release happens. They have no infrastructure. It is provided by Amazon AWS.

    I have been a customer of both companies for years. Bought thousands of dollars worth of hardware, software, iTunes content from Apple. Borrowed over 1000 movies ON DVD from Netflix. Apple keeps getting better while Netflix is going downhill. Have you used Netflix Watch Instantly? Like most people, I go see some big box office movies at the theater. I do not want to wait years before other movie blockbusters come to the Netflix streaming, if ever. They do not even have the first release of many movies that have been out for decades. The crap they are serving can be obtained through regular cable/satellite channels which many people will not abandon because of live sport, music, and news. And multiple seasons (including current) of tv shows can be viewed on Hulu or studio web sites. Netflix streaming - NO THANK YOU.
    Feb 28, 2011. 11:05 AM | 5 Likes Like |Link to Comment
  • Hulu, Redbox and Amazon: Can They Topple Netflix? [View article]
    You have hit the nail on the head. Too bad the only recent polling data on Netflix customers is Tilson's Why I Covered My Shorts 500 subscribers poll. It asked the wrong questions and got the answers they wanted to portray. Should be interesting to hear if on Wednesday Mar 2 if Apple gives the number of movie/tv shows rented and sold on iTunes.
    Feb 28, 2011. 09:30 AM | 1 Like Like |Link to Comment
  • Amazon: King of the Cloud? [View article]
    This is further evidence that we are in a "cloud computing" bubble just like dot com of 2000. The title indicated the article was about "cloud" but did not mention that Amazon's AWS hosts some of the competitors you mentioned. That is what makes them "king of the cloud". They have a large headstart with major brick-and-mortar retailers, fulfillment Marketplace partners, and streaming companies using their services. All Cramerica FADSCAN stocks are pumped full of hot air and eventually will return to equilibrium but Amazon and Apple will once again survive as they did in the dot bomb bust.
    Feb 28, 2011. 09:24 AM | 3 Likes Like |Link to Comment
  • Why It May Finally Be Time to Short Netflix [View article]
    Feb 15 short interest went up over 1 million shares for NFLX. Now over 12.4 million (over 23% of float). Really calls into question just how many shares Tilson was short and was it a short squeeze on Feb 14 (hard to believe otherwise with over 20% of the float trading).
    Feb 28, 2011. 02:35 AM | Likes Like |Link to Comment