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Netflix, Inc. (NFLX) Message Board

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  • tagetlocman tagetlocman Oct 18, 2004 12:58 PM Flag

    BUYOUT

    But why would Amazon need or want this business?

    NFLX has now admitted they have to operate at breakeven to compete. Plus BBI just reduced their monthly price below NFLX, so if NFLX drops again, they will be operating at a loss.

    What's the attraction for Amazon? They could just wait longer and let these two fight it out, destroying each other in the process. Then step in and buy the winner if they want to at all.

    Someone else posted this before, but it bears repeating. This business has no barrier of entry by new competitors, and the technology could be eclipsed by something way better in just a few months or years.

    Absolutely no protection of their revenue stream. This stock is headed to zero. I wish I could have seen this coming a week ago like so many others on the board did.

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    • "Someone else posted this before, but it bears repeating. This business has no barrier of entry by new competitors, and the technology could be eclipsed by something way better in just a few months or years."

      True, my friend, VERY true. Netflix has acknowledged this already. I don't recall the exact quote, but the CEO recently stated he didn't name the company "DVD's by mail." Netflix is committed to delivering content digitally, not just by snail mail. I cannot predict what will happen to the stock price, but I can say that the Netflix-Tivo deal makes tremendous business sense, and remains a couch-potato's dream.