News Focus
News Focus
Followers 4
Posts 1469
Boards Moderated 0
Alias Born 01/30/2006

Re: dm8582 post# 124140

Friday, 03/24/2006 11:06:26 AM

Friday, March 24, 2006 11:06:26 AM

Post# of 286611
GZFX couldn't remotely approach Netflix's online ad expenditures, not even for a single month, not even if they further dilluted the shares for quick cash.

No, if/when Netflix decides to offer games with movies on their subscriptions GZFX is finished. That's why GZFX has to get moving fast. I'm long in GZFX, but not so long that I think they aren't eventually going to be destroyed by competitors.

Comparing GZFX to Netflix in any way now is like comparing a Mexican taco truck that brews homemade horchata with Coca Cola because they both sell soft drinks.

---------
Posted by: dm8582
In reply to: legalegaltx who wrote msg# 124054 Date:3/24/2006 10:58:58 AM
Post #of 124059

I'm saying that if they use those new shares to come anywhere close to the ads nflx has online, it will be well worth it for them in the long run. Just not for short term shareholders who will face dilution.