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Technology Stocks : Netflix (NFLX) and the Streaming Wars
NFLX 105.92+1.5%10:03 AM EST

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To: 2MAR$ who wrote (425)5/3/2011 12:18:33 AM
From: i-node  Read Replies (1) of 2280
 
>> .Citi saying its possible for NFLX to do 30-50mil subs by 2013

30 is possible; 50 seems out of the question.

Personally, I love the service. But I watch lots of documentaries. The movie selection has gotten majorly better in the last year, but I still have a difficult time finding any features I want to watch on streaming.

DVDs are different, and we keep one around all the time.

I think the analysts are missing something on comparing the cost of DVD distribution with streaming -- as streaming grows, it could be used daily, whereas DVDs are going to have to be shipped once or at most twice a week. Thus, the savings on streaming might not be as much as anticipated.
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