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TOPIC: bh200
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bh200
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Don't get angry sunshine, they're just stocks. Cheer up! maybe one day the grumpy and mean old market will wake up and see how extraordinary NFLX's set top box idea is. The market obviously doesn't understand how ground breaking an idea a set top box is, I mean, we've never seen anything like this before! And with such a great customer desire to purchase yet another a box and add it to their TV's there is NO WAY Nflx can fail. Besides, they reinvented movie rental 10 years ago, everything they touch turns to gold! File this under J for Jumped the Shark. The insider's bought last night on the news, and they sold this morning on the details. That says it all.
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bh200
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Neflix has a working sub_script_ion model. They don't make money on hardware. You should be less literal on speculation. They're not going to have a hundred $800 boxes. No one has an $800 box and NFLX won't either. I expect them to give away a stand alone box for $50-100, with some kind of OEM arrangement for DVD p_layer_s, other settops. They're not idiots which is why your finding them a bit tough to track.
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bh200
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Amazon failed so far. Aaple failed so far. Not on content but on adoption of their process by the consumer. NLFX might feel like it has made short work of BBI, but AAPL and AMZN won't be nearly as easy to trump. Looks like NFLX management finally goofed up. You all said BBI couldn't compete with Bestbuy in retail because of economies of scale and no competitive advantage, so why do you think NFLX can compete with AMZN, AAPL, Comcast and Time Warner in set top VOD? It suffers from the same lack of economy of scale and lack of a competitive advantage. Less money than the bigger competitors, less ingenius engineers than AAPL, Time Warner and Comcast are ALREADY in the living room. Face it, the only thing Paca needs to track is the money he's going to start losing when their $100 a box giveaways fail to generate new business or cut shipping costs.
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bh200
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You all said BBI couldn't compete with Bestbuy in retail because of economies of scale and no competitive advantage, so why do you think NFLX can compete with AMZN, AAPL, Comcast and Time Warner in set top VOD? It suffers from the same lack of economy of scale and lack of a competitive advantage. Less money than the bigger competitors, less ingenius engineers than AAPL, Time Warner and Comcast are ALREADY in the living room.
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bh200
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Pricing deets on the LG device have yet to be disclosed, but we're told that the firm could _embed_ the receiver into its $799 dual-DVD p_layer_ [likely the BH200].
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bh200
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I agree that the price of the box is too high. Except nothing has actually been announced yet, price-wise.
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