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Trops

12/12/05 11:17 PM

#57181 RE: Livintilidie #57161

Livin,Heres a thought as far as subs and the potential market.When you look at the battle between siri/xmsr the market is big enough for both to survive.It is a matter of better service and these days what celebrities they get to promote.Now even if thier were multiple players in the dvd/games arena I believe the market is big enough to handle multiple players.This is a simple question but relevant.How many people in your neighborhood have satellite radio?It is a much smaller and defined market.But these two companies are trading at very nice prices,especially if you entered a couple years ago and held.Now ask the same question about how many in your neighborhood watch dvd's and play games.See what I mean.Huge market in its infancy in a sense.Bob

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Egeliah

12/13/05 12:52 AM

#57229 RE: Livintilidie #57161

I also don't think NFLX's decline and GZFX's rise today was not TOTALLY coincidental. Some might say that's stretching it but why wouldn't smart nflx investors move money here?

Geesh - stocks go up and stocks go down, sometimes for no apparent reason. Most of the NFLX longs I know aren't the least bit concerned...this is a buying opportunity.

If a "smart" NFLX long is aware of GZFX, why must they "move" money to GZFX? Why not put some "new" money in GZFX? I kept NFLX and sold two big time losers, tossed that money into GZFX on a whim (that other guy was right... most of "us" don't bother with pennies-but this one looked "interesting" to me).

Reed (NFLX CEO) already stated a long time ago that games were a possibility. They did not go there at that time because "no one else" was doing it and there's a high cost and short life span on the games. You can count on aggressive competition from NFLX if they feel a pinch on their marketshare from GZFX.

My opinion... put money on boffuvem. Win twice. There's room for two. There will be lotsa growing pains with GZFX. Take your profits whenever you can. I still wonder about those 4 billion A/S. I know they're out there.