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: CFA who wrote (203)	3/15/2005 8:30:08 PM
From: Dave	Read Replies (2) \| Respond to of 2280

CFA, I have no idea regarding NFLX's "bottom", but the lower it goes, the more interested I become. Regarding your second set of comments, I'm not sure where you are coming from. Yes, from a marketing point of view, BBI is a formidable competitor since they have the "Customer" from that 4C or 5C point of view. On the other hand, you also have to remember that BBI has many stores that it owns. Moreover, any decision that BBI corporate makes regarding their online initiatives has the opportunity to alienate their franchisees. As such, BBI has to be careful. Regarding NFLX's "marketing", remember this is truly a variable cost and NFLX can "bleed" it's subs. Dave