Netflix (NFLX) and the Streaming Wars Message Board

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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: i-node who wrote (489)	7/27/2011 9:28:46 PM
From: Zen Dollar Round	Read Replies (1) of 2280

But honestly, the share price has totally lost touch with reality, particularly given the changing competitive situation. With a P/E north of 75 I tend to agree, but who do see as truly viable competition to Netflix? Is any other company paying for as much content as Netflix is, with delivery already set up to so many homes? Remember that Netflix is on every PlayStation 3, Xbox 360 and Wii out there in America, and now they want to move into Latin America as well. I guess it remains to be seen if they're paying too much for that content, and the announced rate increase is meant to cover some of that cost, but the other providers will also have to pay out the nose for content too as streaming becomes more popular. Anyway, just a few thoughts I had on it.

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