Netflix (NFLX) and the Streaming Wars Message Board

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Technology Stocks : Netflix (NFLX) and the Streaming Wars

NFLX 114.05

+3.4%

3:59 PM EST

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To: JakeStraw who wrote (1060)	10/16/2014 11:08:21 AM
From: Sr K	of 2280

It was a good report, but the guidance for non-US was lower than expected for CF. Read the letter, and listen to the interview (40 minutes). ir.netflix.com The market reacted to lower subs than expected and to HBO news, but Hastings has been saying since 2011 that HBO was their main competitor, and yesterday, that they welcome HBO. The HBO news, therefore, is a non-issue. And a buying opportunity this morning, IMO.

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