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Netflix, Inc. Message Board

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  • booty_layer booty_layer Oct 25, 2012 7:23 PM Flag

    Redbox, Redbox Instant by Verizon and Warner Bros. Home Entertainment Announce Multi-Year Content-Licensing Agreements

    holy crap. Why would anybody invest in NFLX with so much competition for a space that has barely any margin to begin with. AMZN, Verizon, AAPL, MSFT are all monsters who can subsidize a movement into the streaming space with other revenue streams. NFLX has no other stream and is basically a 1 trick pony that will surely be given a 75% haircut by the end of the year. Look at what the mention of AAPL did to Pandora today. If AAPL came out tomorrow with an announcement about a major initiative in the streaming space NFLX would be in the single digits and out of business within 90 days!!! Who on earth would be long on this stock? The math simply doesn't work.. Someone please explain the long position to me because I just don't get it. Only a matter of time

    Sentiment: Strong Sell

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