Tag Archive
Netflix and Microsoft Partnership Defines Future of Movie Distribution
I have been watching E3 2008 for a couple of reasons this year. The first is because I am a casual gamer and E3 is the grand-daddy of all video gaming conventions and let’s face it, there is nothing great on TV these days anyway. The second reason is to get a glance at... »
Blockbuster CEO Departure an Opportunity to Buy
I disagree with pundits about Blockbuster (BBI) going down with the departure of their CEO by the end of 2007. He is not as good as people think. Total Access is hugely successful, but he took a long time before responding to the Netflix (NFLX) threat successfully. Shame on him for that. I think... »
Media Wars Part 1 of 2: Walmart’s Impact to Blockbuster, Netflix, Apple, Microsoft, Amazon and Tivo.
By now, you must have heard of Walmart’s (WMT) intention to enable movie downloads via the Internet. Needless to say, this has generated a lot of buzz and publicity for Walmart. Without further ado, I want to make my opinions clear on this move by Walmart. Like their DVD rental service two years ago that... »
Blockbuster Up, Netflix Down
I feel good about getting readers out of Netflix (NFLX) back at $27.50 in October. Since then Netflix has fallen some 14%, while its arch rival Blockbuster (BBI) is up 67%. So what changed? On Nov 1st, Blockbuster launched its Total Access program, which enables subscribers to return movies rented online to a local store... »
Take Profits on These
Netflix (NFLX) is up huge today. I would sell it here. I recommended it back in June and if you bought it then, you are just barely breaking even. Admittedly, I didn’t quite pick the best price to buy this one. Also, to the reader who asked me about Atheros (ATHR) the other day,... »
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