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

To: i-node who wrote (501)	8/2/2011 11:46:42 AM
From: Zen Dollar Round	Read Replies (2) \| Respond to of 2280

NFLX's streaming has some really good properties IMO, particularly in the area of how it handles the variability in bandwidth. But the content leaves a lot to be desired even with all the big dollar expenditures. I agree about the content, but aren't they still far and away the leader in subscription streaming as far as the number of titles available? Seems like I see more content added every month, both theatrical movies and TV shows. I could be totally wrong, of course, but I think when Apple rolls out TV we're going to see a near-perfect user interface that is really attractive to ordinary users. Netflix has a decent UI, but it isn't anything like what CAN be done. It will be familiar to the existing Apple user base, and they'll flock to it. I agree that Apple's solution will be best of breed whenever it comes out. I'm on vacation right now at a condo where there is an original model AppleTV installed. It's an amazingly slick interface and easy to use. Netflix would do well to learn from Apple in this regard. As you say, the existing Apple user base will flock to it, but how many devices do you expect that will be? Whatever the number, it will still be far less than those available to Netflix for the the reasons mentioned previously. Should Netflix take some cues from Apple and redesign their multiple interfaces to be more consistent and easy to use, I think they'll retain the lion's portion of share in this market. Apple has also shown no inclination for subscription model pricing, something they'll absolutely have to do if gaining market share is a goal. I, for one, have no interest in paying 99 cents for a TV show or a few bucks per movie when I can pay $10 (or whatever) per month and get unlimited streaming. Apple needs to learn that too. Thanks for your responses thus far, this is an interesting conversation.