News Focus
News Focus
icon url

Chicagostock

12/12/05 5:33 PM

#56994 RE: Ataglance2 #56992

dude, I mentioned GZFX to someone, they said they were a netflix subscriber, but were very interested in GZFX and even thinking about switching. this guy wants 6 dvd/games at a time, but doesnt want to pay 249 up front without a trial period...
icon url

johnny250

12/12/05 7:15 PM

#57043 RE: Ataglance2 #56992

gameznflix has 1.2 billion outstanding shares, netflix has 54 million outstanding shares. Do the math.
icon url

frankie_fillet

12/12/05 7:21 PM

#57047 RE: Ataglance2 #56992

on a dream and a prayer... break out the magic 8 ball...

real
icon url

500_and_Long

12/12/05 8:08 PM

#57071 RE: Ataglance2 #56992

That would be 10 billion 800 million... I wish......LOL
David
icon url

Sentinel

12/12/05 8:25 PM

#57086 RE: Ataglance2 #56992

Um...no...I think that's pretty unrealistic UNTIL GZFX gets a couple million subs
icon url

pensandoenti67

12/12/05 8:26 PM

#57087 RE: Ataglance2 #56992

Wish your words come true, if it did! WOOOOOOOOOOOOOOWWW
icon url

Egeliah

12/12/05 11:57 PM

#57203 RE: Ataglance2 #56992

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.