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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?


To: ChrisGillette who wrote (161292)5/17/2013 10:46:27 AM
From: Doren  Read Replies (2) | Respond to of 164684
 
Interesting. Amazon rose through selling hard media online, they might fail because of downloadable media...

Well they probably won't fail completely, they sell so much stuff now that cannot be downloaded... currently.

Wallymart reported yesterday, I believe Amazon's rival, lackluster sales and rising costs. Its gonna be tough out there for the retailers on the purely price end. I might put a toe in the water with a short myself.

AMZN reports 21 or 22 July.



To: ChrisGillette who wrote (161292)5/17/2013 4:08:19 PM
From: Sr K  Respond to of 164684
 
AMZN up $5.78 or 2.19% to $269.90.



To: ChrisGillette who wrote (161292)6/4/2013 5:43:38 PM
From: ChrisGillette  Respond to of 164684
 
<<1 - Amazon is throwing $1 billion per year down the drain. And in order to gain traction, Amazon faces a Sophie's Choice of either doubling down on content spend or acquiring Netflix for a significant premium ($15-20 billion?).>>

Looks like Amazon is choosing the former....

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reuters.com

Amazon writes huge check for video rights to Dora, SpongeBob
By Alistair Barr
SAN FRANCISCO | Tue Jun 4, 2013 4:57pm EDT

(Reuters) - Amazon.com Inc wrote its largest-ever check for a subscription-streaming deal, securing hundreds of mostly childrens' TV programs from Viacom Inc for its Internet video service and ratcheting up pressure on rival Netflix.

Amazon's deal with Viacom gives the world's largest Internet retailer broader access to hit shows including "Dora the Explorer" and "SpongeBob SquarePants." Netflix had previously conceded that losing access to those shows would be a blow.

Amazon agreed to pay more than $200 million to Viacom for the license, its largest subscription-streaming transaction ever, a person familiar with the deal said. A second person familiar said the deal would run more than two years and included a deeper library of content than the prior Netflix agreement.

The Amazon-Viacom pact comes just days after Netflix stopped streaming popular Nickelodeon programming, following the expiration of its deal with the company.

The deal includes about 4,000 TV episodes that will be available to stream for free on Amazon Prime Instant Video. This service is free for subscribers to Amazon's Prime program, which, for $79 a year offers free two-day shipping in the United States for items purchased through Amazon.

Part of the payment went to secure exclusive subscription streaming rights to several shows from Viacom's Nick Jr channel, including the "Dora" franchise, "Go Diego Go!," "Blue's Clues" and "The Backyardigans."

Amazon is spending heavily on video content as it competes with Netflix and Hulu for a piece of the fast-growing market for TV and movies delivered over the Internet. Childrens' shows are among the most-watched on Amazon's service, according to Bill Carr, the company's vice president for digital video and music.

Netflix Chief Executive Reed Hastings, in a CNBC interview last week, said his service still had plenty of content for children but losing the Viacom programming could hurt.

"If you're a parent and your child's looking for 'Blue's Clues,' you know, that is definitely a problem," he said, while noting that Netflix still has programming from the likes of Disney and Cartoon Network.

In early May, Netflix announced a new multiyear license agreement with Walt Disney Co that gave Netflix the exclusive right to stream "Jake and the Never Land Pirates," along with access to other Disney shows including "Handy Manny."

Viacom's shares rose 1 percent to $67.575 in morning trading, while Netflix shares were up 1.4 percent at $225. Amazon gained 44 cents to $267.34.

(Reporting by Alistair Barr; Additional reporting by Liana B. Baker in New York; Editing by Richard Pullin and Maureen Bavdek)



To: ChrisGillette who wrote (161292)6/22/2013 2:48:16 PM
From: Justinfo  Respond to of 164684
 
Hi Chris,

Netflix's content seems to be quite dated, I have not seen any new content that would attract the demographic with spending ability(older than 20). A lot of my coworkers use netflix to entertain their children more than use it themselves for content like watching movies and shows.

Just from my limited observation, Amazon has content like movies out on dvd now, so I have more of an incentive to either a)rent them for $3-$5 b)pay for prime membership and watch them a month something out.

So my question is, does the value of content owned decrease as time progresses(ignoring classics or popular stuff)? Could this skew the value of content owned by amazon and netflix?

I have been shorting amazon the few months and its just been throwing good money after bad. I keep wondering if its impossible to short companies in a bull market.



To: ChrisGillette who wrote (161292)11/11/2013 12:23:36 PM
From: ChrisGillette  Read Replies (1) | Respond to of 164684
 
<<Despite that Amazon is likely spending $1 billion per year trying to compete with Netflix, the latest Sandvine figures indicate that Amazon's subscription VOD business is going nowhere.>>

The latest Sandvine figures are out. From 1H 2013 to 2H 2013, Amazon's share of downstream traffic during peak periods (North America) increased from 1.31% to 1.61% while Netflix's share declined from 32.25% to 31.62%.

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allthingsd.com

Netflix + YouTube = Half Your Broadband Diet
NOVEMBER 11, 2013 AT 4:00 AM PT

There are lots of people who want to stream Web video to your house. But odds are that if you’re watching a Web video during prime-time hours, it’s coming from one of two places: Netflix or YouTube.

So says Sandvine, the broadband service company. Sandvine says that Netflix and Google’s video site now account for more than half of America’s “downstream” traffic delivered over “fixed networks” — the kind you get at home or at work — during peak hours.

That comes from Sandvine’s latest traffic report, and it shows the same trend we’ve been seeing for a while: Netflix accounts for about a third of peak Web traffic in the U.S., and YouTube is coming up on 20 percent.

Sandvine’s report also says that Hulu and Amazon, despite big efforts to catch up to Netflix in video delivery, are coming up short. At least if you’re counting bits.



To: ChrisGillette who wrote (161292)11/11/2013 5:40:15 PM
From: Sr K  Respond to of 164684
 
Are you still short?

Message 28899404