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Technology Stocks : Netflix (NFLX) and the Streaming Wars
NFLX 102.30-1.6%11:07 AM EST

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To: Brasco One who wrote (74)4/19/2004 7:04:01 PM
From: Clarksterh   of 2280
 
Donny - unlimited DVD rentals from walmart. for $15.54!
this is introductory price,,then shoots up to 18$.


Come on. First, this is old news. Second, lets compare apples to apples:

1) 15.54 is for 2 disks. NFLX for 2 disks is very close to that price (don't know exactly what the price is after the recent increase).

2) Walmart has only 2 shipping centers so most people will have 4-5 day turnaround vs only 2-3 day turnaround for Netflix. That equates to almost twice as many movies per month for Netflix.

There are things to worry about for Netflix (like market cap), but Walmart in their current instantiation is not one of them.

Clark
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