Netflix (NFLX) and the Streaming Wars Message Board

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Technology Stocks : Netflix (NFLX) and the Streaming Wars

NFLX 108.68

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12:33 PM EST

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To: BWAC who wrote (162)	12/23/2004 1:52:18 AM
From: CFA	Read Replies (2) of 2280

<<Seems to me Blockbuster would be far better off just offering $30 for NFLX and be done with the game.>> Disagreed with you at first but am now mixed given today's price cut by Blockbuster. These price cuts have gotten too extreme. When Blockbuster launched its online site, its online vs. in-store price gap was $5 ($20 online vs. $25 for in-store MoviePass). With the price gap increasing to $10, Blockbuster is now harming its own stores. To prevent in-store customers from flocking to online, Blockbuster might have to cut its in-store MoviePass price to $22-ish/month. Perhaps Blockbuster would have been better served if it had acquired Netflix for $1 Billion. It's too late, however, as Blockbuster has chosen a price-cutting path. In the end, I don't see how Netflix will be able to compete in the current price war environment, especially as Blockbuster's service gets better and better (23 distribution centers by end of January).

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