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

To: StrategicSay who wrote (859)	2/11/2013 10:58:42 AM
From: Smart_Asset	Respond to of 2280

With regard to the Postal Service discontinued Saturday service impact on Netflix the pundits have speculated in both directions. It will help because it slows the DVD churn thereby reducing mailing costs. It will hurt because subscribers will order fewer DVDs. I'm not sure it matters as Netflix stated that it's DVD rental business will decline going forward(in the annual report). IMO Netflix has positioned itself is the primary computer 'channel'. The content migration from television to computer has happened slowly to this point but we could well be at a tipping point. I'm spending some time trying to determine the extent of the Comcast(my monopoly provider) cancellations. Both cable tv and high speed cancellations. In addition I think Roku sales are a good indicator of potential Netflix subscriptions going forward. If Netflix should announce either a paid live sports stream or even a premium type pay per stream account then the stock could react strongly.