Comments on: Reflections on Today’s Netflix Earnings Call http://thomashawk.com/2005/10/reflections-on-todays-netflix-earnings.html Thu, 18 Mar 2010 03:10:19 +0000 http://wordpress.org/?v=2.9.1 hourly 1 By: Aron http://thomashawk.com/2005/10/reflections-on-todays-netflix-earnings.html/comment-page-1#comment-18894 Aron Fri, 21 Oct 2005 16:46:00 +0000 http://clients.emmense.com/thomashawk/?p=3129#comment-18894 Do you buy the line about Apple, Comcast, et al being allies?<br /><br />IMO, A rapid transition to VOD would be disastrous to Netflix who does not stand to benefit as materially as they can from their existing model. If I expected VOD to be "right around the corner" I would exit my position. Do you buy the line about Apple, Comcast, et al being allies?

IMO, A rapid transition to VOD would be disastrous to Netflix who does not stand to benefit as materially as they can from their existing model. If I expected VOD to be “right around the corner” I would exit my position.

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