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Re: None

Friday, 09/03/2004 10:46:37 AM

Friday, September 03, 2004 10:46:37 AM

Post# of 286286
Just some thoughts here. If my facts are correct, NFLX is 5-6 years in business and has over 2mm subs. They reached 1mm subs faster than AOL. 97% of the market is still avalable. Granted the next 10Q will probably be neg. and even the one after that, also. What I'm watching is the sub count increase and the growth rate trend. If those numbers are good even though the bottom line shows a lot of expenses, and as long as those expenses are on ads, I still think we have a homerun here and the pps will react accordingly to those sub numbers, not the bottom line numbers.

Wick(w50)