Longs: Please give fundamental reason why NFLX should be at 300?
You're wrong on almost every single factor.
1) You can't pull in those subscribers to offset that cost. 2) Wrong. Hastings on the board of facebook does not mean a deal is imminent. Under that logic, why hasn't MSFT done a deal with NFLX? 3) International expanasion has been assessed. Its not near as profitable as U.S. 4) No competitors? Idiotic comment. Apple could jump into the fray at the drop of a hat and destroy Netflix. 5) Yes, at selling shares at the top of the market.