Just yesterday, was speaking with a colleague about the writer's strike and the first new shows in a long time. He mentioned that's supposedly going to drive more business to NFLX and other 'alternatives', but felt that it may be a mixed blessing, in that it may also increase current subscriber's use of their services = higher costs, so it'll be a tug of war btwn the new subs and the higher costs per sub. My colleague gave the example of his brother, who NFLX must lose money on, because he's a heavy user. I then mentioned that I don't understand why NFLX doesn't just provide heavy users with a small $50 box that downloads those movies in DiVX, quicker than they mail it to him, and bring the cost to almost $0.
Couldn't make this stuff up, but it's what they announced this morning. Too bad I'm not long the stock!
I guess even Quant-abee's like to pick stocks sometimes...
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