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Netflix, Inc. Message Board

  • kartesian2000 kartesian2000 Jun 26, 2003 4:13 PM Flag

    I love the BS A/H games these

    knuckleheads play...honestly, who do they think they are fooling?

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    • > if it breaks $26.35, than can we expect MOASS? Do you think it will happen today?

      No, I think the odds of a NFLX MOASS is small, unless NFLX announces something extraordinary. I expect a steady and steep multi-month squeeze.

      SOW

    • >That's why I follow NFLX closely. I came to this board at $9,

      I thought I was a genius when I intially got it for $19.16 back in March. I avged up later and then got shaken out for a loss! I think I actually sold it at the low on Fri 13. LOL

      I got back in at $22 and got more at $22.04 and $24.999...already recovered my intial loss plus more, so I guess I am giddy.

      if it breaks $26.35, than can we expect MOASS? Do you think it will happen today?

    • Nah, not giddy. I just see a company that performs well and gets whacked because a larger company with no competency in the space decides to compete. History is littered with stories of Davids beating Goliaths, especially when David is focused and Goliath is not.

      That's why I follow NFLX closely. I came to this board at $9, convinced that the shorts were wrong in their core premise for why NFLX would die. We're at $25 now, and there are MORE people who think that NFLX will die.

      They too are wrong, and will lose their money. My NFLX stock has been good to me, I'll admit, but I'm really here for the intruige.

      SOW

    • I only got the impression that CEO was very familiar AOL's growth story and he was using it to compare NFLX's growth. But you may be right...I do see NFLX ads all over. Maybe they did take a page out of AOL's playbook.

      SOW, you are having too much fun here. I can tell that you are all giddy.

    • >Indeed, he's taken more than subscriber
      >numbers from the early AOL strategy. The
      >entire "spam everyone on the web with Netflix
      >ads to the point they go insane and just HAVE
      >to check to see what it's about" is precisely
      >what AOL did with their mail-everyone-in-
      >america-with-diskettes approach.

      Interesting theory, if true. Of course, Reed's strategy is a BIT more focused than AOL's. AOL blanketed EVERYONE, without any focus on whether they were a potential customer or not. Using the internet to generate ads for NetFlix ensures that the people that see the ads have AT LEAST one thing needed to use the service: the ability and desire to access the internet. The other requirement of course, is that they own a DVD player. That angle is covered by placing ads in with new DVD players, and by partnering with Best Buy.

    • > Apparently he has "studied" AOL and it seemed like he was using it as a barometer.

      Indeed, he's taken more than subscriber numbers from the early AOL strategy. The entire "spam everyone on the web with Netflix ads to the point they go insane and just HAVE to check to see what it's about" is precisely what AOL did with their mail-everyone-in-america-with-diskettes approach.

      T

    • <I just hope they don't have the arrogance that AOL had. >
      Sow, I thought you stopped hoping a long time ago...lol
      Got in FLML back at 9 but sold way too early.
      As for NFLX I think a lot of the same funds are involved in shorting stocks that have gone up and up and up(NFLX, JCOM, ERES, PLMD) and they are feeling the pain on both sides.

    • Interesting how ppl are comparing NFLX with AOL. That is how I got interested in NFLX in the first place. There was an article about NFLX getting its 1M-th customer and the CEO was comparing NFLX to AOL. He was claiming that NFLX reached its 1Mth customer faster than AOL, among others. Apparently he has "studied" AOL and it seemed like he was using it as a barometer.

    • > SOW...for an avowed TA you think like a fundamentalist...this is PRECISELY the scenario I am playing for...as strange as people may think your scenario sounds today, I think it is Reed's operating plan 3 - ?X years out...

      Multi-talented ;) The cream of the crop stocks are ones that have both strong technicals AND fundamentals.

      SOW

    • <<<Difference is, AOL always sucked, big-time, and was really dependent upon the newbie Internet audience. >>>>

      Amen brother.

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