Actually neither CRM nor AMZN are like NFLX so neither will collapse like NFLX. NFLX has very little actual assets and bad management while CRM and AMZN have a lot of assets and excellent management. NFLX essentially has a mailing list that they just won a lawsuit that requires them to give the list to Walmart a significant competitor in terms of product support and growth. That's how bad NFLX management is that they were allowed to "win" and didn't even understand what was going on.
The warehouses NFLX owns are real-estate and the price of postage is going up so value that one.
Why would AAPL or anybody else buy this company before it gets to $30? see the latest Alpha article: seekingalpha.com/article/300484-why-netflix-will-not-be-acquired?source=yahoo
I'm short 5 at Oct 22 110 a token but I'm having my say. By the way as long as the Longs still think it's going up I'll continue to make money on this thing.
It isn't nearly as fun and active as the Netflix board.
Mostly everyone there knows CRM will fall soon, but they are confused why it doesn't. It does not seem reasonable that a company with a worse business model than even netflix can be propped up for so long.