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

To: Zen Dollar Round who wrote (496)	7/28/2011 10:46:09 PM
From: i-node	Read Replies (1) \| Respond to of 2280

>> The party is over at Netflix, for now While I'm bothered by the potential for serious competition, it is hard to imagine they wouldn't have excellent statistics on what to anticipate in churn related to the restructuring of the revenue stream. But the market may see it as a declination in the growth curve. Management has been superb thus far, and I doubt the price increase will prove to have been a miscue but in the short term I'd bet on a market over-reaction to the churn. Longer-term, APPL seems to be the big threat. A year ago it looked like AMZN might be a threat but it doesn't seem like they're going anywhere with it.