Netflix (NFLX) and the Streaming Wars Message Board

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Technology Stocks : Netflix (NFLX) and the Streaming Wars

NFLX 103.45

-0.5%

3:12 PM EST

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To: Dennis who wrote (21)	6/10/2003 11:18:25 PM
From: Victor Lazlo	Read Replies (2) of 2280

I was buying today. NFLX is already the WalMart of this niche and WalMArt providing a two-disk limit service even if it is cheaper is not going to take away customers from NFLX imo. I was skeptical about the stock for a while but when they got to 1 mill cust that convicned me. If blockbuster cant slow them down how is walmart going to? I dont even know if walmart is in the dvd rental business at all now. NFLX's goal is to capture 5% of the DVD market and they already have that in San Fran, where they started. What's intersting is that people I talk to about this co either use the service and love it or they've never even heard of it.

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