Netflix (NFLX) and the Streaming Wars Message Board

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Technology Stocks : Netflix (NFLX) and the Streaming Wars

NFLX 106.38

+2.0%

10:58 AM EST

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To: zax who wrote (424)	5/2/2011 8:10:47 PM
From: 2MAR$	Read Replies (2) of 2280

Its Citi upping vs Morgan saying hold/sho me ...Citi saying its possible for NFLX to do 30-50mil subs by 2013 , well stranger things do happen i suppose with some real enhancement of the offerings & international add ons ?? But what of competition ? blogs.wsj.com well its nice to have the volitility , longs & short traders are making money here ... * I took a free sub myself recently for a month and would be really hard pressed to even want to pay $9/mo for ...just too much B & C grade cr@p .You can only watch so much of this stuff & do see most of whats worth viewing in a month . If there's more added quality content deals announced , but what of the cost? I see the "fatigue" factor adding a great deal to the churn & is it topping here in sub growth , lets see what Reed has got up his sleave . Citigroup: Our challenge in recommending the stock has been: 1) uncertainty over the sustainability of NFLX U.S. growth; 2) uncertainty over its U.S. margin potential; 3) uncertainty over its International expansion efforts; and 4) valuation, most importantly. Recent trends, disclosures, and analysis have changed our minds. NFLX received an upgrade on Monday from Citi, which said the movie rental firm will hit 50 million subscribers by 2013. But can Netflix sustain enough momentum to actually reach that mark? Morgan Stanley: We are becoming more cautious on Netflix shares in the near-term given – 1) change in [subscription growth] language in [first quarter] letter to shareholders, 2) expected domestic market percentage growth deceleration beginning in [third quarter of 2011], following nine quarters of acceleration, and 3) the weekend launch of the HBO Go App for mobile devices, [HBO's new streaming-video service, eds.]

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