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

To: CFA who wrote (189)	3/1/2005 4:42:22 PM
From: Dave	Read Replies (1) \| Respond to of 2280

Regardless of how "efficient" Netflix is, the fact is that Blockbuster has the option to use the cash flow generated from its stores to subsidize its online operations and bleed NFLX to death. Are you sure they have the cash flow to support this? Remember, BBI's Free Cash Flow is only $40m. The real question which will be answered in the future is how badly BBI will be slitting their own throat to enter the on-line video rental market. Blockbuster now offers an in-store unlimited plan called MoviePass Yep, and Same Store Sales continued to decline. BRILLIANT!