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Netflix, Inc. (NFLX) Message Board

  • tech_bistro tech_bistro Sep 21, 2011 1:54 PM Flag

    Put options, Shorting YES, going long NO

    this compnay announced a change in business plan, the massive price uptick in service for people that want both services is just a smoke screen for a marked shift in in their mailorder customer base

    they can see the writing on the wall, but hope there will be laggards that take their time before finally realizing that they don't want the dvd-snail mail.

    that whole business cant be sold for anything, the online streaming faces stiff competition and has leveled, the company most likely plans to sequentially hike prices on their streaming business, they are loosing leverage and the discovery deal has only served to decrease what they could have offered starz

    yah i'm a short, but i have always been in theory, that was of course a bad move--that was then this is now

 
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