All shorts sign up for AMZON premium today. Will let AMZN see
The difference is that Amazon prime's free shipping was a near break-even value proposition for me BEFORE the streaming option. I'm sure that is the case for MANY people.
This will crush NFLX. Right now, it is positioned as the "low price" old content offering. Amazon can/will easily undercut on price and then NFLX will have no secure ground. It doesn't have premium offering (which Amazon, CinemaNow and others do), so it is hosed.
Love it. This stock is heading to $150 within 2-3 month. Probably 190 for Feb OE...