Netflix (NFLX) and the Streaming Wars Message Board

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Technology Stocks : Netflix (NFLX) and the Streaming Wars

NFLX 1,113

-3.6%

Nov 14 9:30 AM EST

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To: david1951 who wrote (1183)	9/12/2015 4:02:24 PM
From: Krigannie	Read Replies (1) of 2280

The Netflix platform is worth something, to be sure. What I'm saying is that the value of their distribution platform can't account for the difference in price, as it's basically just a medium for delivering their content. Controlling for content (which DIS and all media conglomerates still have more of), the only advantage Netflix has over Disney in their distribution is convenience. For people who have invested in them, what it is that gives you reason to believe they can grow at a sufficient rate to justify their current (grossly exaggerated IMO) valuation? I understand that they got in there first with online streaming and saw off the old brick-and-mortar rental stores in the process but I'm not sure why one would assume they will continue to grow at a strong rate from here onwards. What is it about them that gives people confidence that they can see off strong competition from the likes of Amazon, Apple, etc, in this space?

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