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Technology Stocks : Netflix (NFLX) and the Streaming Wars
NFLX 103.97-4.9%3:59 PM EST

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To: Dennis who wrote (64)1/14/2004 12:17:16 PM
From: Jim P.  Read Replies (1) of 2280
 
Dennis,
Stock has been great.
Go NFLX!!!
Feel better...
I have been following the co but not intensely.
Do you know or is there any speculation on the worth of the customer base.
The thought I have is that when NFLX gets a large base of users (I don't have a certain # in mind) that they would have a valuable asset for advertising new movie releases from the studio's. They could charge per unique hit on a film trailer from film makers. This might turn out to be cost effective to the studio and very profitable to NFLX.
Any thoughts on this or has this already been covered and priced into the stock valuation.

Jim
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