Thursday, November 08, 2007

Netflix - Benefit from Writer's Strike?

Who benefits if new shows don't get made for TV? An entire season is under threat.

I think Netflix could win here. Existing customers could increase their DVD allotment. New customers may join.

Optionally, NFLX may get burned if existing users simply watch more frequently - that just increases costs without changing revenue.

I'm watching this carefully

2 Comments:

Anonymous Anonymous said...

does TRID look an attractive BUY to you at $6? or is it better to wait till $5?

10:22 AM  
Blogger Andrew said...

I was surprised that they actually hit $6. I would load up now, but I wonder if they won't drop even more. Nobody is rational about this stock - it could even sell for less than cash value!

7:23 PM  

Post a Comment

Subscribe to Post Comments [Atom]

<< Home