Netflix - Not bad! Qwikster - uh, never mind...

http://www.deadline.com/2011/09/netflix-stock-9-4-as-wall-street-wonders-how-low-it-can-go/

I was disgusted by the arrogant email of a 60% increase for streaming and one DVD by mail so I cancelled upon receipt of email. At the same time, They lost streaming content from STARZ and now Disney, so they have NOTHING better to offer than any other streaming content competitor. It is a good deal still, but the insulting way of presentation just pi$$ed me off. I am now exploring other venues, HULU, Blockbuster, Amazon Streaming, but they are all the same as NF, so-so content of TV series and "B" movies. But, I would still rather pay Blkbstr or HULU more to bring them back to stomp NF, but I think that it's a planned tank by NF, so someone else buys them. aka wall-street suicide, but could be a total setup by Greed Hastings to dump DVD by mail (a, the USPS is failing, b, younger demos for streaming. c. International streaming new audience = big bux)so they get bought out and every stock holder collects. On the Big Board, Nflx has gone in the last 3 weeks from $350/share to $130/share at closing today. I am watching like a hawk to see how it plays out. Who else is watching this wild ride???

im telling you guys, buy buy buy, i wish i had money

the thing is you dont really need to guess at hasting's motives here--he's been really clear, basically since the start of the streaming service, that he wants to dump the DVD-by-mail business entirely, as soon as its feasible

They lost streaming content from STARZ and now Disney, so they have NOTHING better to offer than any other streaming content competitor

netflix has between 20k and 30k titles streaming, costs $9/mo
amazon has between 5k and 10k, costs like $75 a year?
hulu has between 2k and 5k, tv and movies, and costs a dollar more than netflix

researching that i came across this totally clueless blog post

http://www.theatlantic.com/business/archive/2011/09/how-does-netflix-possibly-survive/245317/

morelike netfmax

yeah i dont know why i am treating netflix like i was treating apple when i was in 9th grade

http://www.facebook.com/reed1960/posts/10150304609004584

yeah i dont know why i am treating netflix like i was treating apple when i was in 9th grade

― max, Wednesday, September 21, 2011 7:23 AM (2 minutes ago) Bookmark

braggin

haha sorry i meant that in a sad "why am i defending a huge corporation on the internet at 3:30am" not in a "im a stock wizzard" stylee

eh it's no worse than arguing about sports or something.

I dunno what will happen to the stock or whatevs (I'm still skeptical in general about them providing high quality streams when isps start fucking with them/us), but this is an unmitigated PR disaster. It's hard to come up with a name that combines the horribleness and forgettableness of "qwikster."

every time i looked at this thread's new title i'm like "ugh 'qwikster' what a tired joke" and then i remember it's REAL LIFE

idg the big deal
i mean, pr disaster sure, but overall, netflix otm

god i love that the debate is "what a pr disaster" vs. "pr disaster LIKE A FOX!"

I had Netflix for a long time and I don't really get how people think there's variety in the selection of the streaming and the discs. A lot of the material is either those bargain bin documentaries, really old anime or cheesy movies. Even the TV selection sucks because of distribution fights. I also hate how I have to wait 3 weeks to see a new movie after it's on DVD and Blu so I just gave up my account. I'm trying a 3 month preview of Blockbuster and it's okay, about what I'd expect from renting at the actual store, a lot of the discs are unavailable.

there is a shitload of variety in the streaming and the discs

sometimes when I check out the new movies list i'm like "christ there is nothing but the worst movies ever on streaming" until I realize that I've got a queue 200+ deep and, since I've rated like 3000 movies on netflix, most of the good stuff is in "watch it again." It's not a good service if you want This Movie Now, but if you want A Movie Now, there's more worth watching than I'll ever have time for.

"I also hate how I have to wait 3 weeks to see a new movie after it's on DVD and Blu"

Yes this is truly awful awful... wait didn't you already wait a while? What's three more weeks?

I think the streaming selection is pretty great myself. I don't have any problem keeping my queue stuff to the gills with stuff to watch (lot of docs, true, but no shortage of good ones.)

yeah my reaction to the gap between retail release and Netflix availability is "uh if I was in a hurry to see this movie i would've gone to the theater 5 months ago"

Right. I don't even know when new movies are released on DVDs. The Netflix date might as well be the real release date cause that's all I know.

im telling you guys, buy buy buy, i wish i had money

― max, Wednesday, September 21, 2011 3:07 AM (5 hours ago) Bookmark Suggest Ban Permalink

yeah if it werent for my total opposition to individuals owning individual stocks, still tempting

where's lorax he might actually take your advice

I really want to buy some stocks, but being a manchild, I literally have no idea how to do that.

there's a big trading floor at the new york stock exchange, you just gotta go there and make some crazy hand signals, you'll probably end up with some stock

I think I go there in a suit and yell BUY SELL SELL BUY NO! NO! BUY! AUUGHH! into my cellphone and then jump off the 50th floor that afternoon.

Man, just two or three weeks ago, I thought about how this thread title ("not bad"!) was understating folks's contentment with Netflix, price-hike bump aside.

do you own a suit

only after walking into a JC Penney and making some hand signals...

I really want to buy some stocks, but being a manchild, I literally have no idea how to do that.

― kid ᒓᴥᒔ (Whiney G. Weingarten), Wednesday, September 21, 2011 9:41 AM (35 minutes ago) Bookmark

just sign up with an online brokerage and buy some stuff, weep later

http://www.tradeking.com/

talk to that creepy baby on TV

otm

ppl are just not being visionary about this

this "the masses are blind as are ppl on this thread" steez is nagl man, I mean my 5th grader knows streaming media is the future, but for netflix to rule they've gotta execute the strategy and the tactics, and they've been fumbling the latter.

they could be steering this transition in a user friendly way, but their recent moves telegraph "we don't give a crap about u" so if a significant competitor does rear its head they will be vulnerable. they're a service/distribution network, they don't own anything, and now they're blowing goodwill and brand allegiance in an arrogant way, just like blockbuster did before them. be a monopoly but don't act like one. companies can execute mass transformational strategies w/o turning their own consumers against them (e.g. amazon or apple). if ppl are booing your very mention on late night TV it might be time for some soulsearching. or chalk it up to the shittiest of all vision-lacking generations being shitty blind fools.

agree that this is a misstep but likely doesnt even register as a footnote in the bigger scheme

they've got a real image problem right now - obv apple's made missteps and recovered, nobody's perfect but general satisfaction is high

netflix can def turn it around but CEO reed richards seems to be stockpiling cluelessness which is surprising since he like totally ran the fantastic four

i said this upthread, but their entire value (to producers, studios, libraries, and media distribution co.s) is in their public face and catholic appeal. if consumer confidence in NF/QS drops too dramatically, the rights-owners of the online media are gonna hitch their wagon to another star.

if I ran amazon or hulu I'd be going crazy right now w/ the smell of blood in the water

i think they're both good (but ultimately different) models of distro, and i feel like if each played their cards right they could survive together. As it is, though, netflix has exposed a big gap in their armor. Not sure this is gonna have a huge impact - espesh if NF actually has something in the wings - but it's a real opportunity for others to tear off a piece.

eh neither amazon or hulu has shown any signs of being able to do what netflix does - i mean ill just have to disagree w/remy here in that most of netflix appeal lies in the the quality of their product - the content providers will licence their content to lots of different distributors who give them money - but of course you have to get the viewers to watch the things in order to get the money and thats all abt the product

netflix has a benefit in that delivering media is the sole focus of their biz (unlike amazon or the studios) but streaming services start looking the same after a while, I've started using crackle on the ipad, maybe the future is a plethora of streaming channels just like we have cable channels and the netflix's comprehensive library was just a beautiful shining moment that is passing

working on a streaming channel library aggregator it's like a TV guide for the cloud age brb

in the future instead of "what time is it on" we will ask "when does this streaming media's content license expire?"

the upcoming original kevin spacey content has the reek of yahoo! logic about it

eh people subscribe to hbo et al for one show all the time, p sound well tested logic imho

if they keep the price around pay cable and keep the rights to a large body of films, totally. but when you're losing pr and the owners of movies don't want to work with you, throwing your $$$ K-Pax might be a fools errand

that should be at K-Pax

eh i kinda doubt that either of those cons are long term trends, and if they are then nothing you do is gonna work anyway so might as well pack it up

really, everybody's saying the same thing. Netflix is pissing off customers but it all depends on if there's worthwhile competition in the future. only point debated is really people's faith in Netflix. Flipping off your customers while chasing Spacey just doesn't make me think they've got all the aces.

every company is gonna make some mistakes, feel like if you look at a slightly longer trendline theyre doing p well, aka this will all blow over