Comments on: Netflix – Huge Mea Culpa!

By: Erik Schwartz

Erik Schwartz — Tue, 05 Dec 2006 18:43:24 +0000

Netflix will be OK.

Movie downloads won’t be able to get mainstream until the MSO’s upgrade their HFC cable networks to use smaller nodes.

Their networks work now with just a few downloaders/node, but it doesn’t scale.

That upgrade is expensive.

By: jeremy

jeremy — Tue, 05 Dec 2006 18:37:41 +0000

on the tone of netflix, there is a great arbitrage opportunity in blockbuster. i executed today.

By: Michael

Michael — Tue, 05 Dec 2006 05:55:45 +0000

I just ran the numbers. I’m way ahead of you! I calculated based on the open on July 20th, assuming $5,000 in each position. Given that, as of today’s close you would have made $1,295.73 and I’m up $2,349.69. Ha!!!!

Please delete all that polka musack before you ship the iPod to me.

Apple is “only” up 47.95% from the day of the contest, not your claimed 80%.

By: Howard Lindzon

Howard Lindzon — Tue, 05 Dec 2006 05:39:09 +0000

Stand in line for the audit :).

Your last dead hand pry is on their way to zero.

By: Michael

Michael — Tue, 05 Dec 2006 05:33:13 +0000

How does going long Coke make me a permabear? I only chose them b/c I wanted to do a “true” paired trade — you know, two stocks in the same industry.

As for NetFlix, I’ve been a member since 1998. You’ll pry my NetFlix sub from my cold, dead hands. The stock could go anywhere but the service can’t be beat.

Shit, now that I think about it, are you sure I’m not in first place? I want an audit!