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KNOw3

12/19/05 3:22 AM

#61605 RE: John Gyver #61603

I just hope the financials look good when they're announced. Like, I hope Fleming and Co have sense enough not to announce, "Revenues up 250% and O/S increased by 1.5B" or something crazy like that. Otherwise, I feel pretty good about this stock.

It has occurred to me that GZFX is likely targeting an acquisition. No way is Amazon.com, Yahoo, Best Buy, Blockbuster, et al going to lay around and take abuse from an emerging threat.
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Egeliah

12/19/05 3:41 AM

#61606 RE: John Gyver #61603

John... the crapshoot investng remark was actually directed at this comment (not from you) "...Not something I give any thought to actually. What will be, will be." That seems pretty fatalistic to me.

I mostly agree with you John, but I don't see it exactly the same way. NFLX took BBI's marketshare with a new business model, completely different from BBI's. BBI attempted too little too late, at great cost, to move in with a similar business model, they apparently lost that battle. The final outcome's not yet determined but I don't think it looks good for BBI (JP Morgan thinks it does).

GZFX is attempting to move onto NFLX's turf with a very similar business model to NFLX and they have nowhere near BBI's capital to throw at it. They have partnered with CC, that'll help. My guess is NFLX is sighting in on GZFX right now and will be firing for effect real soon. It should be a fun ride for a while, but the duration?

I'm also not sure who's in whose back pocket.
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LmCliff

12/19/05 6:14 AM

#61611 RE: John Gyver #61603

John that's okay. If people (skeptics) want to sit on the
sidelines and watch without putting their toe in the water
let 'em. If they want to wait and see where this thing is
four years from now (when it's trading at $5.00 a share)
and be the ones who say "Damn, had I only took the chance
and dropped 10 grand on that one when it was still under
a nickle I'd be sittin' pretty right now"...let 'em.
I'm with you John.
I'm looking at this one as more of an investment
in a side department of Circuit City stock.
The only difference is the ticker symbol is GZFX
instead of CC.
And it's 2 cents instead of 22 bucks!