| User Info
| The Game Is Afoot (AMZN) in forum [Market-Ticker]
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Wearedoomed
Posts: 3585
Incept: 2009-01-14
slightly red state
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No disclosure? Oh, and NFLX ->  <- AMZN
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And you, my father, there on the sad height,
Curse, bless me now with your fierce tears, I pray.
Do not go gentle into that good night.
Rage, rage against the dying of the light.
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Matt_bear
Posts: 6364
Incept: 2008-07-15
a week early on spy puts
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Ok, I understand this makes Amazon prime a tremendous value now. Especially so if you're a current netflix user.
However....doesn't this expose Amazon to all the internet traffic problems you've been hammering away and saying will ultimately be the death of netflix?
By your viewpoint, hasn't Amazon just "entered the ring" to take on Comcast?
I think in the short run Netflix is ok because they've associated themselves pretty well with Playstation and Xbox. They also score points for being the 1st and currently top player.
I agree though from a longer term perspective. This is going to be like XM vs. Sirius but in half the time (or quicker). One of the players (netflix, redbox, blockbuster express, and now amazon) [is going] to die. No ifs ands or buts.
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In terms of real-world fundamentals, I expect that most of the people around me, whom I work with day to day, and whom I pass on the street ... will be dead within five years.
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Grf
Posts: 1337
Incept: 2008-12-08
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And it will work on Linux. Goodbye Netflix!
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"Every time we on TF talk about God and gays, God frees a banker and gives him a bonus." --me
"Your farts are interstate commerce and if they want to stick a muffler up your ass they will do it." --Boughtthefarm
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Blackswan
Posts: 5564
Incept: 2007-11-06
Just outside of Philly
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I think I will cancel my Dish buy a MLB package to watch the Phillies (got check prices) and Amazon to watch the few TV shows worth using up your TV's screen life.
I see NutFlux is down 3.8% ish.
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“It’s checkmate. Everywhere it’s checkmate.”
Hugh Hendry
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Genesis
Posts: 130798
Incept: 2007-06-26
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Quote:However....doesn't this expose Amazon to all the internet traffic problems you've been hammering away and saying will ultimately be the death of netflix?
By your viewpoint, hasn't Amazon just "entered the ring" to take on Comcast?
Yep. They're all ****ed. This is going to hammer ALL of their margins, including Amazon. They'll lose to the ISPs who have pricing power and, by the way, with Republicans in office you can forget Net Neutrality too. Get away from ALL of these stocks. There are no safe plays here and this radically ****s with the valuation models for all of these firms. Game's over.
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I don't care if it makes sense -- only if it makes money. -- Me
Bank (n): See scam, fraud and theft. Eat a bankster -- they're low-carb.
What part of "shall not be infringed" was unclear?
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Otiswild
Posts: 5627
Incept: 2009-03-09
Inside you, the force is!
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Amazon buys Coinstar? Or would that nexus-ize them?
Not everyone will be able to afford broadband soon enough :p
(BTW, B&N membership gets you 10% off and free 'overnight' shipping and is about 1/3 the price of AMZN Prime, though it covers only books and discs AFAIK)
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Matt_bear
Posts: 6364
Incept: 2008-07-15
a week early on spy puts
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What about Amazon and Netflix partnering up for the fight?
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In terms of real-world fundamentals, I expect that most of the people around me, whom I work with day to day, and whom I pass on the street ... will be dead within five years.
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Quillbill
Posts: 1469
Incept: 2009-06-23
Northwest Illinois
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Good call Gen.
But the 60 quadrillion dollar question.....can I get it on my Wii? Is there an APP for that. I have Netflix on everything.
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It is a new day....DO SOMETHING WITH IT!
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Mouthofthesouth
Posts: 30
Incept: 2010-12-28
lee county al
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Must be those plunging consumer confidence numbers! LOL!
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Bigsapper
Posts: 2471
Incept: 2010-06-25
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Been a Amazon Prime member for years. Off to check it out...
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Sparticlebrane
Posts: 287
Incept: 2009-08-25
Banned
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SO...time to short NFLX?
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Phaedrus
Posts: 22
Incept: 2009-08-06
Des Moines, WA
Banned
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Good Stuff, Karl. Many Thanks!
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3600
Posts: 1641
Incept: 2007-12-01
Michigan
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NFLX = AOL
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you're good at stealing and you're good at lying now lets see how good you're at flying... jump you ****ers....Gene Burnett
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Etz
Posts: 13891
Incept: 2007-06-26
LA
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No Wii streaming. Yet.
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Legal chicanery and beneficent darkness are the banker's stoutest allies - F.Pecora.
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Themortgagedude
Posts: 8853
Incept: 2007-12-17
saint louis
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Sparticle - time to short NFLX? Friday at the close maybe?
Netflix, Inc.(NasdaqGS: NFLX )
Real Time 225.00 10.51 (4.46%) 11:15AM EST
Last Trade: 225.56
Trade Time: 11:00AM EST
Change: 9.95 (4.22%)
Prev Close: 235.51
Open: 225.71
Bid: 225.56 x 200
Ask: 225.78 x 100
1y Target Est: 211.85
Day's Range: 222.09 - 229.41
52wk Range: 63.10 - 247.55
Volume: 3,178,832
Avg Vol (3m): 5,816,420
Market Cap: 11.91B
P/E (ttm): 76.20
EPS (ttm): 2.96
Div & Yield: N/A (N/A)
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I'm already visualizing you with duct tape over your mouth.
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Themortgagedude
Posts: 8853
Incept: 2007-12-17
saint louis
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Wow are those some expensive puts????
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I'm already visualizing you with duct tape over your mouth.
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Tennesseetrader
Posts: 217
Incept: 2007-09-26
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Actually the selection for "Prime eligible" movies is rather restrictive. New videos are pretty much not included.
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Genesis
Posts: 130798
Incept: 2007-06-26
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New movies are not included on Netflix streaming either. DVD only.
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I don't care if it makes sense -- only if it makes money. -- Me
Bank (n): See scam, fraud and theft. Eat a bankster -- they're low-carb.
What part of "shall not be infringed" was unclear?
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Beignet
Posts: 1865
Incept: 2008-05-16
O-Town
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what about Blue Ray?
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Notalent
Posts: 182
Incept: 2008-01-17
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Yeah that is one of my problems with Netflix now, it takes so long to get the new movies because of the agreement with the movie houses to wait a month before renting new releases. Streaming takes even longer
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Drrichardva
Posts: 7
Incept: 2011-02-11
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I'm a prime customer. I took a look at the offering. It is a joke - this is a very limited selection - almost all of which are titles that don't rent or sell many copies -- gems like the Bruce Willis flop "Hudson Hawk" or Arnold's forgettable "The Last Action Hero" or a couple of John Wayne's marginal movies from the 1930s. There was nothing worth watching...
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Mobi
Posts: 86
Incept: 2009-02-26
NY State
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I went on Amazon to check their selections. OK but not great. It won't make all the Netflix users to unscribe tomorrow. That being said, I will go enjoying my freebie and watch the fight and hopefully Amazon will up their selection from now on.
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Mobi
Posts: 86
Incept: 2009-02-26
NY State
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I won't say it's a joke but definitely not the best selection in the world. Let's wait and hope Amazon takes it up.
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Genesis
Posts: 130798
Incept: 2007-06-26
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OF course they will.
The problem is that Netflix's MOVIE list for streaming sucks.
So does Amazon's, but there were actually more films I want to watch on Amazon's streaming than Netflix's. And unlike Netflix I can see the list before I buy.
I'm not a PRIME user as I don't buy enough on Spamazon to make it worth it. But for those who are.... oh boy.
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I don't care if it makes sense -- only if it makes money. -- Me
Bank (n): See scam, fraud and theft. Eat a bankster -- they're low-carb.
What part of "shall not be infringed" was unclear?
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