i was watching cramer slamming msft for buying skype for 8.5 billion and for some weird premonition i knew he was going to somehow suggest nflx instead and i was right. cramer is being paid to pump nflx. this guy has been pumping it daily. i am glad i bought back all my puts for a profit today. i think nflx will drop tomorrow. he is getting too desperate.
House crash status:
LAST BATTLE BY CRIMINAL THUG HASTINGS GANG TO SHORT SQUEEZE SHORTS
AFTER THIS THESE CRIMINALS MUST GET THE DOSE OF THEIR OWN SCAM POOP PAPER BAND AIDS
it is looking more and more that content providers cannot afford to not deal with netflix
they are so far ahead of the streaming implementation that with margins being as small as they are there is probably very little incentive for anyone to start scanning dvd's and compete with them.
in short, this company looks like it has legs, bigtime
i think your analysis is off...content providers are loving the fact that they can unload past (obsolete? who cares about 09 Glee episodes?) content for ever increasing prices (due to higher comp). this is found money...the higher content costs are compressing NFLX margins...why is this positive?