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Technology Stocks : Netflix (NFLX) and the Streaming Wars
NFLX 108.05-1.0%12:15 PM EST
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To: who cares? who wrote (84)4/21/2004 2:24:15 PM
From: Clarksterh   of 2280
 
Hollywood wants to control their content better than the music industry. The DVD being cracked was a huge blow to this, so the next generation of doodads will have the TV itself with the decryption in it, not that this to won't get cracked, but the point is, i'll be paying the money straight to Sony or Disney etc., they'll be cutting out the middle man and the need for tapes and discs etc.

Hmmmm, NOT! Hollywood's margin on VOD is much much less than on DVD. (and it is likely to remain that way since they can control middleman costs much better on DVDs than over cable) And note that VOD is probably years away from mass reality. Finally note that sometime before VOD becomes a real possibility we'll be moving to high def, postponing VOD even longer while super DVD will be no harder to ship than DVD.

Throw in energy cost going up, and therefor transportation, and over the long haul this business model blows.

Over 30 years, probably right. But I'd be willing to bet good money that 30 years from now books won't be books any more (in other words the pace of technical innovation is fast enough that little is safe over 30 years - perhaps we should all bury our money in the backyard?).

Don't get confused, the only reason anyone at all gives a crap about this stock is because it got overshorted and is squeezable. Once the shorts are wrung from it, it will crater just like all other trash that has been in the same situation.

Don't be so patronizing - not good for your wealth. As for 'cratering', tain't likely until positive cash flow dries up. And even you probably admit that that isn't likely over the next year or two.

Clark
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