Netflix (NFLX) and the Streaming Wars Message Board

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Technology Stocks : Netflix (NFLX) and the Streaming Wars

NFLX 107.54

+1.3%

Nov 28 12:59 PM EST

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To: CFA who wrote (109)	9/8/2004 8:03:36 AM
From: Dave	Read Replies (1) of 2280

Egotard: On first glance, BBI appears that it is "on the ropes", but when one backs out various charges, BBI appears to be an interesting value stock with an interesting growth option embedded within. I disagree with you that BBI via its online offering has "matched" NFLX's selection. In fact, NFLX is known to have plenty of indie movies. Furthermore, while NFLX's rating system is "copyable", NFLX has a head start in that process. I believe, however, that both will co-exist in this market place much like cable and video rental have "co-existed". David

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