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Well, someone's already making a lot of money off this:
Jul 23 11:56 am
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All Comments by Long-Short Guy »Blockbuster Closing 282 Stores; Netflix Cuts Price of 2-DVD Plan [View article]
<blockquote>
<b>Blockbuster, Netflix Duel for Customers; Short Sellers Profit</b>
...About a third of Blockbuster's float, or shares available for trading, was borrowed and sold to profit from falling prices. Traders sold short 20 percent of Netflix...
``You're not going to have a winner and a loser -- you're going to have two subpar performers,'' said Alan Lancz, who helps manage about $100 million as president of Alan B. Lancz & Associates in Toledo, Ohio. Lancz has had a short position in Netflix since April 2006. ``It's harder and harder to maintain a customer base, let alone grow it at a reasonable level. I don't see that changing soon.''...
</blockquote>
Source:
www.bloomberg.com/apps...;sid=arKUh3RuTKvM