Thursday, May 11, 2006 5:56:54 PM
JT_Marlin: Why do you think they won't get close to 30K subs by year's end? Just doesn't make any sense. Even at only one (1) sub/month/store (bm's prediction - ludicrous, IMO) that brings them to over 26k subs by year's end using the same simple math shown in my previous estimation post here:
http://www.investorshub.com/boards/read_msg.asp?message_id=10851797
I know, I know, I'm not taking into account "churn", but really, only 1 sub/month/store throughout the entire rollout and especially during the holidays? Do you know how CC promotes things in store? You don't think it will be as good or better than the way BB promoted NFLX given the fact that the main guy behind that relationship is now in charge of CC? You don't think he'll be able to at least repeat or improve on his instore promotion of GnF over that?
MAIN QUESTION: If you enjoy the service, why don't you think others will too and why do you think CC won't be able to promote GnF in their stores to bring in more than one (1) sub/month/store? I mean, that's basically what you're saying w/ your statement here:
"I had said i expected with a full rollout by next year Novemeber/decmeber they should have 30k subscriptions. IMHO I doubt they will get close to that.
Last post so I won't be able to relpy until later or tomorrow.
lns
http://www.investorshub.com/boards/read_msg.asp?message_id=10851797
I know, I know, I'm not taking into account "churn", but really, only 1 sub/month/store throughout the entire rollout and especially during the holidays? Do you know how CC promotes things in store? You don't think it will be as good or better than the way BB promoted NFLX given the fact that the main guy behind that relationship is now in charge of CC? You don't think he'll be able to at least repeat or improve on his instore promotion of GnF over that?
MAIN QUESTION: If you enjoy the service, why don't you think others will too and why do you think CC won't be able to promote GnF in their stores to bring in more than one (1) sub/month/store? I mean, that's basically what you're saying w/ your statement here:
"I had said i expected with a full rollout by next year Novemeber/decmeber they should have 30k subscriptions. IMHO I doubt they will get close to that.
Last post so I won't be able to relpy until later or tomorrow.
lns
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