Netflix (NFLX) and the Streaming Wars Message Board

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Technology Stocks : Netflix (NFLX) and the Streaming Wars

NFLX 109.19

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Dec 1 3:59 PM EST

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To: who cares? who wrote (81)	4/21/2004 1:13:04 PM
From: Clarksterh	Read Replies (3) of 2280

Amazon has bleed billions of dollars to "beat" Barnes and Noble. Netflix doesn't have that kind of money, and won't get it. Plus Amazon could always project and finally reach profitability, it's business model worked. Amazon's business model worked? As you yourself said they bled money. Netflix has been cash flow positive for ages. Whose business model works and whose doesn't? (BTW - There are lots of successful business models where the best customers are not the most profitable customers. I'll leave it as a challenge to you to list some.) Usually it's 2 days before they get them. Somehow sometimes it will be 5 days and then they get all 3 at once, and then send me 3 at once. This happens all too often. It's basically impossible to keep your rentals spaced out evenly with them. Imagine how much harder it'll be with an average turnaround time more than twice as long. Part of the reason I use Netflix is huge selection, and part is the rapid turnaround which allows for things like my being out of town, having the weekend free, ... which change my selection. Clark

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