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Alere Inc. Message Board

playingsafestocks 5 posts  |  Last Activity: Jun 25, 2015 12:26 PM Member since: Dec 29, 2005
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  • Reply to

    FB to become a NFLX competitor

    by playingsafestocks Jun 25, 2015 9:36 AM
    playingsafestocks playingsafestocks Jun 25, 2015 12:26 PM Flag

    I cannot predict if they would do premium content. But with their ad models already in place, I CAN easily see "free content"...ala old school broadcast TV...and then ads impressioned all around the content and in the video too. The premium content...is just icing.

  • Reply to

    FB to become a NFLX competitor

    by playingsafestocks Jun 25, 2015 9:36 AM
    playingsafestocks playingsafestocks Jun 25, 2015 11:26 AM Flag

    Here is how I think about it:
    FB has content covered at a personal community level. Friends, etc...sure
    Now, with FB and HBO "trying out" this stream concept, it has effectively gained content that is NOT ON NFLX. Well, HBO is probably not going to sell it all, but instead will look for partners. Look at what NFLX is...a streaming service with lots of servers delivering content. It has its own content which is giving it great traction with its subscribers.

    For FB, the notion of subscriber does not exist yet. Namely, imagine a content provider that gives the currently free content, but for a small subscription, delivers premium content. I do not think FB will have HBO's content, but right now is using it as a test. Once the infrastructure is in place, Zuck goes out and builds a content division for Facebook.

    All NFLX is outside of the DVD delivery is just streaming content on the wire. Well FB certainly has enough horses in the stable to do streaming.

    The kicker for me is that FB has the reach already. Even with free content, it still has impressions and other methods of monetized value. With premium subscription content, well..that is a new stream of revenue entirely.

    I am not suggesting that FB will overtake NFLX...but it can certainly go for a piece of that pie.

    REMEMBER: Millenials are disconnecting from cable and only keeping the high speed internet. THAT is all that is needed for both FB and NFLX to succeed.

    Sentiment: Strong Buy

  • Reply to

    FB to become a NFLX competitor

    by playingsafestocks Jun 25, 2015 9:36 AM
    playingsafestocks playingsafestocks Jun 25, 2015 9:58 AM Flag

    agreed. but with TV...particularly cable, the millennial is not interested in paying for the #$%$. In FB, the content is driven based on interests showing up on your FB page as well as what your friends are watching. I am fairly positive this is the beginning of a big content drive...and NFLX is already showing the way.

  • playingsafestocks by playingsafestocks Jun 25, 2015 9:36 AM Flag

    I like this HBO thing. It makes sense and with "content is king" all you need to do is log into your facebook account and watch the shows on there...HMMM...This little trial could be most interesting. Imagine that Zuck is already trying to connect the world to the internet...he now has content in facebook that is more than just friends...its community viewing.

    Sentiment: Strong Buy

  • playingsafestocks by playingsafestocks Jun 23, 2015 3:01 PM Flag

    So I have been digging all over the internet. Can someone point me to some links or simply provide answers to what each of the cyber companies do and more specifically, what is their niche in the security space...why would a CIO choose one or the other:

    CYBR:
    FEYE:
    PANW:
    FTNT:

ALR
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