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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From: Krigannie	10/27/2015 11:59:57 AM
	of 2280

I am glad that Netflix keeps its streaming subscription simple. One streaming service per country, with the overall price quite affordable. And I do not accept the statement customarily given by bears and short-sellers that after having Netflix a few months there is nothing left to see. No, there is plenty of content on Netflix streaming, more coming each month. You want even more content? Well, for almost all of the high-demand content that has been out of the theaters for over six months, you should also subscribe to the Netflix DVD service! Netflix.ca in Canada has about 1/3 of the content of Netflix.com. I can imagine even worse in other international markets. maybe they need to provide more content in Canada. Now if Netflix wants a second streaming tier here in the US, I will still support it. But until such time, if you are in the US where it is available, try the Netflix DVD service. I think the biggest problem is that the company picked up a billion and a half of long term debt in the past year, has $2.6 billion in cash and states it needs to raise more money. Since the income is dependent upon an allocation between the asset prepaid programing and the cost of sales expense. The huge negative cash flow points to an incorrect allocation, which probably means there is no income and there won't be any income for a while until the negative cash flow problem is resolved. To me, that is the real bear case. This company, frankly has not had sustained positive cash flow in any sufficient quantity throughout its history, therefore it has no real income.

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