Mike Lindell Media Corp (MLMC)

[Egeliah]

Netflix is gzfx's major competitor...which everyday has been dropping..they only offer dvd's..and sell for (today)last sale $25.10 (dropping like a rock..lol)hmmmmm.

I hardly call it dropping like a rock-considering it's up 100% from a year ago. Those of us that are long on NFLX would call this dip a buying opportunity.

On the other hand, I find this interesting... the un-named new entrant... who might that be?

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. Walt Disney Co.'s ABC, for instance struck a deal with Apple Computer Inc. this year to make some TV programs downloadable onto iPods, while CBS is teaming with Comcast Corp. and NBC with satellite operator DirecTV Group Inc. to offer on-demand programs.
http://news.moneycentral.msn.com/ticker/article.asp?Symbol=US:NFLX&Feed=AP&Date=20051128&...

Now hypothetically shouldn't GZFX say in a year or so be trading at at least $9 a share? :)

Is this just wishful thinking? GZFX has a LONG way to go before it's $9 a share. There's still potentially 4 billion shares out there. Do you have any idea what NFLX's O/S is? (~54 million)

NFLX is the 800lb gorilla in this arena, don't think for one second they're just gonna roll over and let the new kid have its way with 'em. They dropped the rental fees once to ward off competition (at a serious cost to their PPS). The real question is what happens the GZFX if NFLX decides to start renting games?

NFLX is very well established, they are VERY healthy... the standard by which all their competition is measured by. Do not under-estimate them.

I still hold nearly 500K sh of GZFX. Some I'll keep for a while, some I'll flip. This is a relatively new industry with very few players- there's lots of room to grow... but it's not a cake walk.