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Re: mimurray post# 8267

Tuesday, 11/02/2004 6:42:18 PM

Tuesday, November 02, 2004 6:42:18 PM

Post# of 286607
Okay, I am good with that! All I ask is to respect each others opinions and to keep things civil, although it's like walking on land mines trying to say anything that is negative sounding to this pro GZFX board.
I just don't see the company doing it, I may be wrong and will be the first to admit it if there is something significant that changes my mind, in the meantime.....

I just don't believe that the service has reached a necessary level and has improved enough to secure and grow the customer base necesary to make it for the long haul. I think that the ad campaigns may have done more harm than help by driving traffic, but offering less than stellar service, granted the brand name has improved the company so far has underperformed based on all of marketing they have tried, this shows a lack of interest and confidence by the market. The overall concesus is that the service is subpar at best and slow, the speed of shipments in itself negates any lower price GZFX offers. The other competitive aspect, is the others in this online rental world, big and small, the Blockbusters and Netflix's of the world can offer games overnight if they choose and will if warranted, and should be counted on from a GZFX inverstors point of view, even Blockbuster retail sites will become distribution centers for the existing online venture, to match the speed of Netflix. In one sense they are not GZFX competitors, but in another sense they are, the standard is set by the big players and if the others in the segment including GZFX do not perform as well, they will be forgotten. Assuming the 3-4 big players enter the game rental business, this along with the existing many others, is there enough business for a GZFX? If there is and assuming they are hitting on all cylinders, they have still only have a slim chance IMO, and if they are not, it's over before it even started. If the service level was excellent at this point, they would have a chance to capture some of the market, and when the new ones like Amazon enter, that will become a major player overnight, the pressure will be on. One needs to ask themselves, if the others offer game rentals and provide incentive programs, like the deep pocket well capitalized players will do, who will you subscribe to? The percentage of business that possible could be had that is NOT taken by the other players could be miniscule? The current price of the stock is reflective of the value and market perception of GZFX no matter what people on this board think of it.