Netflix (NFLX) and the Streaming Wars Message Board

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Technology Stocks : Netflix (NFLX) and the Streaming Wars

NFLX 104.35

-1.2%

Nov 21 9:30 AM EST

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To: 2MAR$ who wrote (672)	12/31/2011 2:47:51 PM
From: ChrisGillette	Read Replies (2) of 2280

<<just reliving an epic moment…of shorting an absolute top>> Nice call. Are you still short? <<my thesis this company was so over rated , overvalued hype , with content that was cr@p>> Completely disagree with this assessment. Regardless of what you or I think about the quality of Netflix’s streaming content, the reality is that more than 20 million subscribers pay $7.99 per month for it. And as the number of internet-connected devices increases, the demand for Netflix content should increase. My guess – Netflix ends 2012 with more than 25 million domestic streaming subscribers. Importantly, this is a scale business and very few companies will be willing/able to spend the $1 billion+ per year on content acquisition required to effectively compete with Netflix.

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