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Technology Stocks : Netflix (NFLX) and the Streaming Wars
NFLX 104.31-2.5%3:59 PM EST

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To: J.B.C. who wrote (459)7/5/2011 1:18:15 PM
From: 2MAR$   of 2280
 
NFLX a 'long' today ....no, not short now ,lol... this has always been a short 'after earnings play' and its bid up too far , this news was telegraphed/known to be coming and is BIG sounding ...the gauntlet is thrown down now & up to Goog AMZN or AAPL to make the next move. Unlike FaceBook that has a long head start on Google Plus , its up to Goog now to really step up & make the deals to enter the space in meaningful way .

Going to be a fun year cause this makes it imperative someone makes a move
really soon & can Goog really pull it together with all these other initiatives going at the same time ? Google's already everywhere with YouTube & with 30% of the Net's bandwidth used for this space at peak hrs , what will it be when they all start streaming ?
<G

Liking AAPL today too,
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