Netflix (NFLX) and the Streaming Wars Message Board

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Technology Stocks : Netflix (NFLX) and the Streaming Wars

NFLX 106.12

+1.7%

Nov 26 3:59 PM EST

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To: zax who wrote (399)	4/6/2011 9:03:37 PM
From: 2MAR$	Read Replies (1) of 2280

well , that thesis was one that led to Credit Suisse team of Analysts (in a 50 page report, no less) downgrading the entire paid media cable & entertainment space ..back in Sept ! This after they did a survey of only 250 NFLX users , lol, and figuring NFLX as a big potential threat to the monster Cable Kings ...Credit Suisse was a little early in those downgrades <g Third of Young Netflix Users Cut Cable sept 16 2010 cnbc.com “Between cutting back on ‘extras’ and the fact that a true on-demand situation exists that is also portable via iPad and iPhone, the Netflix story just works,” said Jon Najarian, co-founder of TradeMonster.com. “My worry is how long Apple runs with them before deciding to run the same through iTunes and crushes 'em.” Credit Suisse maintained that the content and cable kings are not necessarily overthrown yet. Their survey found that just 17 percent of Netflix subscribers of all ages and incomes are substituting that service for cable. “In the near term, we submit that Big Media has a small window of opportunity to control its own destiny,” said Credit Suisse in the note. “The major U.S. entertainment conglomerates control approximately 70 percent of all TV viewing through its various broadcast, basic cable and premium TV networks and channels. And, content remains the lifeblood for distribution systems.”

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