Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Whisttlleeeeeeeeeeeee !!!
15yrds for Piling on !!!
Dave
See ya !
To much going on for me to continue..
GLTY,
Dave
ok then, why are you here?
Yup I want Otto to invest my money in the highly competitive cash intense I-gaming sector...NOT!
Agree'd...
I originally bought in back in the .05-.10 range on several things...
1st - It was being pumped everywhere by Ledbed & co.
2nd - I had seen it mentioned on EZtradin/Rig board, so I figured, it had some credibility.
3rd - I liked the idea of another auction site to compete against E-bay
4th - Spin off shares - EZ2date
Now, the pump got crazy, and that makes it easier to deal with the basement price today... Basically, small loss after selling all on the way down.
HOWEVER, the auction site needs to show a profit, or REV's at least, and the SPIN off shares need to be delivered as promised (For my eyes).
I'm going to be watching for the filing, and re-evaluate after reading through it.
Dave
Watch the next financials.
5.6% 3rdQ 04, 4.3% 3rdQ 05, from NETFLIX 2005 3rd "Q"...
http://www.investorshub.com/boards/read_msg.asp?message_id=8680902
Dave
I thought the churn rate for Netflix was around 40%...
Matt,
Saw this, and thought of you & your POP !
http://www.investorshub.com/boards/read_msg.asp?message_id=8681075
LOL - I was thinking women & shopping....
I HATE SHOPPING.
The only reason to go to a store, is to BUY something.
Have a plan, execute the plan.
no?
To conservative...
From Netfkix last Q..
The increase in our subscription revenues for the three months and nine months ended September 30, 2005 in comparison with the same prior-year periods was primarily attributable to substantial growth in the average number of paying subscribers as summarized in the table above, offset in part by a decline in average monthly subscription revenue per paying subscriber. We believe the increase in the number of paying subscribers was driven primarily by increased consumer awareness of the benefits of online DVD rentals and continuing improvements in our service. The decline in the average monthly subscription revenue per paying subscriber was a result of the price decrease of our most popular subscription plan coupled with the increased promotion of our lower cost subscription plans. In June 2004, we increased the monthly subscription price of our most popular subscription plan from $19.95 to $21.99. However, effective November 2004, in response to the changing competitive landscape, we lowered the price to $17.99. In addition, we introduced new lower cost subscription plans in the second quarter of 2005. We expect the average revenue per paying subscriber to continue to decline as we promote our lower cost subscription plans.
Subscriber churn was 4.3 percent in the third quarter of 2005, down from 5.6 percent in the third quarter of 2004 and 4.7 percent in the second quarter of 2005. We believe the decline was primarily due to the following factors:
• The impact of pricing and the introduction of lower cost subscription plans. The reduction in the price of our most popular subscription plan from $21.99 per month to $17.99 per month effective November 1, 2004 caused a decline in churn. Additionally, the introduction of lower cost subscription plans also contributed to the decline in churn.
• Aging subscriber base. As we grow, the ratio of new subscribers to total subscribers declines, leading to an increase in the average duration, or age, of the subscriber base. New subscribers are actually more likely to cancel their subscriptions than older subscribers, and therefore, an increase in subscriber age helps overall reductions in churn.
• Service improvements. We continued to make improvements in a number of key areas, including increasing the selection of titles as we expanded our DVD library and enhancing our Web site and recommendation service. We believe these improvements to our service increased subscriber satisfaction, which resulted in lower churn.
If we are unable to compete effectively against Blockbuster and our other existing competitors as well as against potential new entrants into the online movie rental subscription business such as Amazon, in both retaining our existing subscribers and attracting new subscribers, our churn will likely increase and our business will be adversely affected.
SO, i'd say 5.6% is a good gauge for discussions.
Dave
Calm sea's... Beautiful sunny day in Joisey...
Strap in, chum away !!!
Dave
Mike,
I agree with JB on this....you do use the word BASH lightly.
Rad, from what I can see, is just a pessimist on beleiving OTTO will follow through on what he has promised. <And so far he is correct>
I, being an optimist, have put my money on him down here, that he & JB will get it done.
Now, Let Rad discuss the negative, because you should want both sides of the story told.
OTTOE needs to Step-up & get this EZ2PARTY started !!!
Dave
Andy - Please stop with the verbal sparing.
I appreciate the fact that you are able to call channel tops & bottoms, to allow yourself to daytrade & make a living for you & your family...
For me (and others) I do not have that knowledge or capabilities (Yet).
The issue here is not how much you know, but how you come over & try to push your ideas on shareholders (long and/or short) of GZFX.
Please consider this in your replies...
Serious question, as a day trader, at what level is your re-entry price currently?
Thanks,
Dave
I just listened to the conferance call...Here's what jumped out at me...
We are aggressively looking at a download model or pay per view model, one that would allow us to offer to our members a title that is electronically delivered, you know that is the next stage of this business. And whether that be through a computer, to a media center PC that is attached to the television, or satellite system of some sort, or an IP based television...
We were discussing the issue of movie's being streamed to Ipod's etc... Its not there yet, but...
Partnering with DirectTV or Dishnetwork, and using the GZFX membership to watch movies, instead of shipping & receiving could be huge.
Dave
I'd say that figure is a little high, no?
Anyone know BBI or Netflix churn rate off the top of their head?
Dave
at least 10-20% of the subs that won't be renewing or cancelling
Update on my DVD/Games...
Signed up & ordered on 11/28/05
Items out
DVD Title - Notebook
Date Shipped - 11/29/2005
Items in Queue
Mario Party 4 - Game Cube - High Demand - Pending
Items expected to ship in the next 24 hours.
On order - NOT released
Madden NFL 2003 - Game Cube - On Order - Not released
Dave
time frame depends on PPS rise...<LOL>
gonna have some free cash next week, so i'm gonna see if I can come up with something on my own to share with your new board.
You Da Man !!!
Dave
Rig,
Still holding CESV?
Sold some myself on the rebound in the 6's & Moved it over to GZFX in the .013's.
If i remember correctly, you dipped in for some in the $5's, no? LOI contract still not finalized.
Hmmm, where to go next?
Good luck with the board,
Dave
Whats with the Netflix advertisement??
Don't you know there is a GZFX cult going on???
Whatcha holding these days?
Dave
Tried to listen during market hours...
Not being a member of the wallst site, you have to register, etc...
Didn't listen yet, as I was watching the action of my stocks.
I'll register & listen later, unless someone wants to PM me their login & password
Dave
I would think our PPS would of gone up nicely today if it were released before the bell.
My .02 is this..
When I subscribed over the weekend, I went through CC website to access GZFX website...Here's why...
I WANT both companies to see the importance of one another.
I'm not cancelling, so I figure, whats $30 to GZFX in the long run, 2 months?
Exposure...GZFX doesn't necessarily need CC, but IT SURELY HELPS !!!!
Dave
I still say send new subscribers to the main GamezNFlix page and not the Circuit City page.
How dare you not include AROON !!!
Its so hard to get good "FREE" chartists
<just kidding of course>
Looks good, and THANKS!
Dave
Just got in from being out all mornin.
Damn, I wish I had some extra cash or POS stocks I could have sold.
That was a good shake, and GR8 buying op, imho.
Its funny, if your in for the long haul, there is no reason to panic & post on every DT like some are doing here. I really think people talk just to hear themselves talk.
What do you see on the 5 minute chart? I'd guess strength, as there remains heavy volume (another 300-500M day) at these levels?
Thanks,
Dave
Peyton is an Artist !!!
Cowboy fan here, but I wish he were my QB <lol>
Gotta go to war with Bledsoe every week...UGHHHHHH!!!!
NOW that is a sweet chart !!!
Also, Iluvbbs, the Verizon thing is a computer game rental.
Apples to Oranges here.
Dave
OT
Damn Mikey....I was routing for ya in the Football pool..
Damn Raiders !!!!
mikeygold1111.....NEP>>PHI>>IND>>CIN>>CLE>>SEA>>ATL>>DAL>>JAC>>CAR>>DEN>>OAK//LOST
Pointed this out on the GZFX board...
I'd bet they were talking about GZFX with this statement... If not, wouldn't they just use a general "New entrants" instead of "a" new entrant???
Thoughts?
Risks for Netflix include a new entrant to the U.S. rental market for DVDs, competitive pressure from Blockbuster Inc.'s online service and shifts by media companies toward other content distribution channels, the firm said
Sentinel,
I signed up over the weekend for the 3 out plan.
on Saturday, I checked for the movie "Notebook" and it didn't come up. Decided to wait until today, and see if they updated anything.
Viola, as of today, its there, ordered, and in my Queue as "Available" !!!
The Madden NFL 2003 is on "Order" status...
The "Mario Part 4" for the Gamecube shows "High Demand".
All systems go...I'll update the progress here to Joisey
Dave
Just curious...But why did you expect THAT?
Slow & steady wins the race
Dave
And what does that mean, IYHO?
Dave
Now, Why Did I Suspect That...
22 Million shares would just somehow come in on the Ask in the last minute of trading?
Damn, wish it had named the "Smoking gun"...
Hmmmmmm
Risks for Netflix include a new entrant to the U.S. rental market for DVDs, competitive pressure from Blockbuster Inc.'s online service and shifts by media companies toward other content distribution channels, the firm said.
Reading between the lines...If it had said include new entrants, i'd say generic...
Oh my what one little a means?
Dave
OT Coward, IMHO.
Hope the other guy had some friends with him
OT - Like to see that whole vid olico...Looked like a sucker punch there, no?
Gekko,
Please take a few minutes & read through the board info at the top.
Pleanty of MEAT in there to sink your teeth into.
We'd be happy to answer specific questions, but there is so much going on, its hard to summarize while the market is open.
Fire away, we'll do our best to answer.
Dave
Any suggestions, comments?
ybakdalieh <Man thats hard to type>
Such an oximoronic post... The only true "Fact" is NFXL is down over $1.
The rest is pure hype
Dave
Folks, NFLX is feeling the heat fr GZFX
WAAHHOO, NFLX is down over a $1 that means NFLX bagholders just started to get the message that GZFX has a better deal and will be neck n neck with NFLX in six months to a year so those guys at NFLX are fleeing and dumping their shares and switching to our co GZFX. Yes we'r getting more people from NFLX, BBI and MOVI. The MOMO is buildingup to push our GZFX' pps to new highs day after day. Most likely we'll hit .03 today or close to it Folks, NFLX is peaking now and GZFX is where the growth gonna be. We'r holding our shares for LT and no flip flop.please do your dd and invest in real growth not in hype.
Yawnnnnnn...
Looks like your average 500M share day...
Gotta do some work, hold down the FORT !!!
Dave
GAMEZNFLIX INC GZFX Stock
Last Price 0.0244
Bid (size) 0.0243 (x5,000)
Ask (size) 0.0244 (x5,000)
Volume 107,863,720
Couldn't help myself...
In for another 100K...
I'm buying myself a drink
Dave
I'll buy a drink for the 1st IHUB poster that bought today !!!
OK, fess up... Who are ya?
Dave
Mornin board....
Did I miss anything? Looks like a good, solid GAPPER.
Shakerzzzzzz, nice money FLOW
Dave
That and a subscription to online Xbox game rentals !!!
Good morning... Did I miss anything last night?
Dave
xbox 360 premium at ez2auction,otto gives one of these away in an auction promotional
Suggestion for board...
Since there are people who can NOT stay on topic, I'd suggest peoplemarking those posters who stay on relevant topic.
Then, when you click on the list of posts, the people you have marked will be in bold
Just read their posts, and replies to such...
Much better than reading through 100's of OT posts..
Dave
OT
Agree'd... And the moderators will clean house if that happens...
So far, a few subtle posts have been presented, and refuted by solid facts & DD.
IMHO, there's been way more harm done by people posting nothing, and "The sky is falling" if they show up.
My last post on this topic, as its wasting space already.
Dave
to be subjected to multiple posts from multiple posters with unecessary character assination of the company, I find offensive to my intelligence. AND that is why I use the ignore feature.