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Re: fringe_remnant post# 68584

Saturday, 12/31/2005 1:21:44 AM

Saturday, December 31, 2005 1:21:44 AM

Post# of 286614
fringe, I don't think Hastings is really trying to protect anything... I think he's just dealing with the reality that DVD rentals will be strong for a few years yet. NFLX will be ready to roll with VOD as soon as it becomes profitable (and the licensing issues are taken care of).

It is good that GZFX is ready to go with VOD too, but we shouldn't think NFLX is any less ready. Don't sell Hastings too short. Blockbuster did. Look at 'em now.

I don't worry too much either way - I'm as heavy in NFLX now as I am GZFX. I have no doubt I'll make a lot more in the short run with the latter. Long run... I dunno. GZFX has no real management track record.

I hope they both RUN!

Illegitimi Non Carborundum



In the long run we are all dead. J. M. Keynes

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