from the motley fool..."Netflix was linked to Microsoft in the past, after Netflix CEO Reed Hastings stepped down from Microsoft’s board. The Windows maker might want Netflix to embolden its push into the entertainment space"
Roku is from a private company...some of the cable companies could be good shorts. Amazon already a behemoth. What other publicly traded companies?
You better notify the mutual funds, hedge funds and other institutions that are currently buying with both hands. I'm sure they will be more grateful than this board.
Reread his message...lots of adjectives- silly, heavy, dying. Some speculation "If NFLX drops below $50". That post adds nothing...a sky is falling post.
Notice how often Hastings mentions HBO. That's the model. HBO is getting somewhere around $15 a month less the fees paid to cable. Netflix already has an order of magnitude more content but will have exclusive content(like HBO) plus the existing library.
Amazon sees the model and that's one of the reasons for this spike.
my guess is that there are also a few paid posters working for hedge funds that are acquiring...one person can create a lot of havoc on these boards
Amazon is spread too thin to compete with Netflix at Netflix's current level. Plus the pay per stream that Amazon uses is not as attractive as the 48 all you can eat. Plus Netflix's current library is vastly superior.
Netflix has first move advantage which is an extreme advantage. No one's going to approach 33 million subs anytime soon.
Many of those are not shorts but representing accumulators ....they will be celebrating with you and me..