Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Netflix (NFLX) and the Streaming Wars -- Ignore unavailable to you. Want to Upgrade?

To: Clarksterh who wrote (82)	4/21/2004 1:29:46 PM
From: Gary Gwynn	Read Replies (1) \| Respond to of 2280

Am on 5 out plan & we watch a minimum of 20 per month usually more as our turnaround in SoFlo is 1 day each way about 90% of the time. Our family loves the service. Their catalog is great. We won"t bolt on the price increase. Where else are we gonna get inventory that includes great stuff like I, Claudius series....Jeeves & Wooster series. For us Netflix has replaced the networks & cable. Around our house we watch World Poker Tour of Travel Channel, CSI & Survivor, an occasional "big-game" & thats about it...the rest of our viewing is dvd's from nflix

To: Clarksterh who wrote (82)	4/21/2004 1:35:10 PM
From: who cares?	Read Replies (1) \| Respond to of 2280

Would you rather be cash flow positive for a year or two, in a business that's terminal anyway.(Because in 5 years(I'm an early adopter) i'll be downloading my movie to a box sitting on or built into my tv) or would you rather lose a billion or two(that moron investors were all too happy to give in Amazons case) to build a business that will be able to survive for the forseable future, that will be able to grow into many different areas(Amazon doesn't exactly sell only books)? I know if I had to pick between Amazon and Netflix which will be here in 10 years, most would pick Amazon. This whole niche market is just like having an oil well that you know is only going to work for 5 years or so before the pool of oil your pumping is dry. You better pump all you can while you can, and damn, now Wal Mart and Blockbuster are pumping from the same pool of oil. Eventually it will all be download, movie on demand stuff. Hollywood wants to control their content better than the music industry. The DVD being cracked was a huge blow to this, so the next generation of doodads will have the TV itself with the decryption in it, not that this to won't get cracked, but the point is, i'll be paying the money straight to Sony or Disney etc., they'll be cutting out the middle man and the need for tapes and discs etc. Throw in energy cost going up, and therefor transportation, and over the long haul this business model blows. Don't get confused, the only reason anyone at all gives a crap about this stock is because it got overshorted and is squeezable. Once the shorts are wrung from it, it will crater just like all other trash that has been in the same situation.