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Comments

Seth

I have been singularly unimpressed with the coverage of Netflix by analysts.

Redbox does not seem to have hurt Netflix and does not seem to share much of a customer base with them - it is Blockbuster that has been brutally hurt by the rental kiosks.

Also, Netflix is clearly prepping itself to be sold and as soon as that's announced the stock will spike upwards.

Disclosure: I don't own Netflix stock either.

Hank

It's possible that Redbox is actually good for Netflix as it takes some of the pressure off of new releases. As Seth stated it would eat more into BBs customer base and if you no longer need BB for new releases you might consider Netflix for a wider selection.

Seth, if you actually believe what you write then you would buy Netflix stock.

Edward R Murrow

I don't see DVD rental competition as an issue for Netflix, especially with bankruptcy looming for Blockbuster.

mike

Netflix's downfall will be the Very Long Wait times they have. If a competitor treats comes in with a supply of movies and better CS. They will win share and win when everything goes to streaming. ...I think

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