Blockbuster insolvent - der Zock beginnt

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10.10.11 12:59

353 Postings, 5312 Tage BUMMS@Svenny

Kannst du mal einen link vom yahooforum reinstellen??  

10.10.11 13:17

3795 Postings, 4977 Tage Svennyhttp://finance.yahoo.com/q?s=BLOAQ.PK

10.10.11 15:12
1

308 Postings, 5194 Tage Canosino09.10.11... letzter artikel

The stock price of Netflix Inc. (NFLX) has plunged 61% to its lowest level since the high of $298.70 reached on July 13 for a myriad of reasons. (See Chart Below, click to enlarge)


Chart Source: Yahoo Finance

First, there was this separating streaming from DVD in July with the untimely hiking its subscription prices by as much as 60%+, in the middle of a 9%+ U.S. unemployment rate, diminishing middle class income, and mounting worries of a global double dip recession. The resulting backlash from customers has been significant enough that in mid September, the company cut its third-quarter forecast by 1 million U.S. subscribers, sending its shares down nearly 19% on the day.

Netflix tried to salvage the situation via a blog post by its CEO and co-founder Reed Hastings openly apologizing that "I messed up and owe everyone an explanation". However, the so-called apology blog lacks substance, and the damage has already done. According to Reuters:

Subscribers didn’t shy away from letting Hastings hear their displeasure, weighing in on the company’s blog with over 15,200 comments, the bulk of them overwhelmingly negative.

We think to some Netflix subscribers, the separation of DVD and streaming, and the rate increase are somewhat (barely) tolerable considering none of the others like Blockbuster (BLOAQ.PK) or Amazon (AMZN) can match Netflix streaming content library at the moment. However, even with that advantage over rival services, Netflix streaming library still pales in comparison to the DVD selections, as many popular (new and classic) movies are only available in the disc format.

Blockbuster, meanwhile, boasts a similarly vast DVD library with movie studio deals to get many new DVD releases 28 days before Netflix to boot. So until Netflix's streaming library comes close to the depth of DVD's, it is presumptuous as well as arrogant on the part of Netflix management to think customers would automatically flock to the streaming service of Netflix simply due to its new pricing structure.

Then the last straw came when Netflix decided to spin off the DVD business into a separate company called Quikster, which means subscribers will need to manage their queues on two different web sites. This not only further infuriated Netflix subscribers, it also left analysts at a loss. We get the symbolic significance of setting the company apart from the brick and mortar DVD operation. Nevertheless, we fail to see a real business case for a DVD unit operating under a different name and web site that'd serve only to further alienate the current DVD subscriber base of about 14 million.

This "Quikster move" not only seems to suggest a message that Netflix does not value DVD customers, but also looks like at least in part another concerted effort by Netflix to "encourage" customers to the streaming service which the company sees as the future.

From a strategy execution standpoint, there are many other, much more subtle marketing, promotional and phased-in price increase tactics one could use to achieve the same goal of migrating subscribers without looking like a bully. In the end, that kind of strong-arm "migration" approach would only lead to more subscriber losses while giving Blockbuster the perfect opportunity to have its "revenge campaign" after basically being driven into bankruptcy by Netflix.

Moreover, we also believe Netflix appears to have overestimated its branding power and customer loyalty. After all, Netflix is no Apple which has carved out a niche within the consumer digital products sector with high branding and an ecosystem to foster customer loyalty or just for the hip factor.

But the entertainment content business is fairly generic, where consumers essentially look for the best service and price combination. Netflix used to be the leader in that combo of service and pricing, but it has now lost that differentiation which has made the company successful in the first place, and it'd be just a matter of time before Amazon, Microsoft (MSFT), or Apple (AAPL) would come up with a superior offer to completely replace Netflix.

Last but not least, there are multiple headwinds from increasing costs and rivals suggesting this is not yet the end of the stock price tumble.

On the cost structure side, Netflix is under pressure from Hollywood studios and pay TV rivals, not to mention cable companies no doubt are looking to end Netlix's free ride on their high-capital-cost broadband network.

On the competitive front, rivals Amazon.com (AMZN) and Microsoft Corp. (MSFT) have already unveiled competing products. Amazon has its own video stream service to work with its new Kindle Fire tablet, while Microsoft plans to offer online pay television service from Comcast Corp. (CMCSA) and Verizon (VZ) through its Xbox Live streaming service.

The hottest speculation right now is that by launching Kindle Fire, Amazon looks set to acquire Netflix. If a deal could be reached for Amazon to acquire Netflix, Amazon would instantly become the sector's leader, and Netflix stocks could get a bump as a result. Otherwise, there do not seem to be many near-term catalysts to bring Netflix stock back into the swing of things.

In the past year or so, we have repeatedly warned investors, even when the stock was killing all the shorts and seemingly unstoppable, to take profits off the table when possible, and identified Netflix as one of the five stocks due for a pullback in 2011. And this recent bungle and arrogance of Netflix's management, as discussed herein, has also left us to question the company executive's leadership and management capability.

So the bottom line is that we have not seen much to alter our view that Netflix is a pure momentum stock with a not-so-differentiable business model in the über competitive tech and digital entertainment sector. When the stock's momentum is lost--as it is now--look out below.

http://seekingalpha.com/article/...-wear-at-the-high-stake-tech-party  

10.10.11 19:12

353 Postings, 5312 Tage BUMMSuebersetzung

Kann das jemand mal grob ü besetzen! Mit dem Handy geht das scheise  

11.10.11 18:35

3795 Postings, 4977 Tage SvennyBin auf morgen gespannt

11.10.11 18:38
1

353 Postings, 5312 Tage BUMMS@Svenny

Hä, warum morgen??? Ich dachte 13.10!!  

11.10.11 19:02

272 Postings, 5013 Tage Mad Mike der 2teich glaube 12 oder 13 war im Gespräch...

und gespannt sind wir denke ich mal alle...  

12.10.11 13:32
1

1571 Postings, 5448 Tage Bamberger69zur Info

Blockbuster Inc (PINK: BLOAQ) and (PINK: BLOBQ) shares have been halted after a swift sell off caused by Blockbuster’s release of a disturbing 8K this morning. The SEC has temporarily suspended trading in BLOAQ and BLOBQ until October 12  

12.10.11 17:24
3

2642 Postings, 5157 Tage max06Morgenfrüh sollte der Handel in Stuttgart

fortgeführt werden. Handelsaussetzung war bis heut Abend um 24.00 Uhr. Bis jetzt kam nichts an News die was anderes entschieden hätte.  

12.10.11 18:13

272 Postings, 5013 Tage Mad Mike der 2teZum Glück hab ich morgen...

meinen Office Tag, da bin ich zum Glück live am Start :-)  

12.10.11 18:24
2

66180 Postings, 5089 Tage Geldberthoffentlich geht das gut !

12.10.11 19:45
1

5216 Postings, 5168 Tage DerWahrsagermorgen ist

SHOWTIME !  

12.10.11 20:12
1

66180 Postings, 5089 Tage Geldberthoffen wir mal, gute nacht...........

12.10.11 20:45
1

2642 Postings, 5157 Tage max06BB Liquidation Inc

October 12, 2011  
Symbol: 





























                    §
OTCBB and Other-OTC System Changes - 10/12/2011 12:00:00 AM
 

OTCBB Daily List
Other-OTC / Portal / PPS Daily List
OTCBB, Other-OTC and Portal Daily List
SECURITY ADDITIONS  
   Updated    Symbol§Company Name Effective Date OATS
Reportable
      Flag§Unit of
     Trade  Comments§
13:06  COHG  Cheetah Oil & Gas Ltd. NEW Common Stock  10/13/2011  Y  100  From BB (COHG)** 
SECURITY DELETIONS  
   Updated    Symbol§Company Name Effective Date Unit of
     Trade  Comments§
13:06  CEPPF  Compania Espanola de Petroleos Sa Madrid (CEPSA) Ordinary Shares  10/13/2011  100  Inactive Security** 
13:06  CLOXF  CS Loxinfo Public Co Ltd. Shares Foreign Registered (Thailand)  10/13/2011  100  Inactive Security** 
13:06  COHG  Cheetah Oil & Gas Ltd. NEW Common Stock  10/13/2011  100  Form 15; Terminated Registration under the 34 Act; Added to NBB (COHG)** 
13:06  DDSSF  Labopharm Inc. Ordinary Shares  10/13/2011  100  Acquisition/Merger** 
13:06  PRDM  Prandium, Inc. New Common Stock  10/13/2011  100  In Liquidation. Payable upon surrender of certificates. Transfer Books closed on 4/05/2011.** 
13:06  TCZKF  Thai Carbon Black Public Co Ltd Units Non-Voting Depository Receipt (Thailand)  10/13/2011  100  Inactive Security** 
NAME/SYMBOL CHANGES  
   Updated      Date§Old Symbol Old Name New Symbol New Name Comment
13:06  10/13/2011  APRED  Aperture Health, Inc. NEW Common Stock  APRE  Aperture Health, Inc. Common Stock  ** 
13:06  10/13/2011  BBIPQ  Blockbuster Inc. 7.5% Perpetual Convertible Preferred Series A  BBIPQ  BB Liquidating Inc. 7.5% Perpetual Convertible Preferred Series A  ** 
13:06  10/13/2011  BLOAQ  Blockbuster Inc. Common Stock  BLOAQ  BB Liquidating Inc. Common Stock  ** 
13:06  10/13/2011  BLOBQ  Blockbuster Inc. Blockbuster, Inc. Class B Common Stock  BLOBQ  BB Liquidating Inc. Class B Common Stock  ** 
13:06  10/13/2011  CDMA  Codima, Inc. Common Stock  CDMAD  Codima, Inc. NEW Common Stock  1.1-1 F/S Payable Upon Surrender ** 
13:06  10/13/2011  LECT  LecTec Corporation Common Stock  AXGN  AxoGen, Inc. Common Stock  **   

12.10.11 20:48
1

66180 Postings, 5089 Tage Geldbertund nu ?

12.10.11 21:18
1

66180 Postings, 5089 Tage Geldbertübersetzt ohne sonderangebot !

12.10.11 21:19
1

66180 Postings, 5089 Tage Geldbert?

13.10.11 10:59

2642 Postings, 5157 Tage max06Sollte der Handel nicht schon längst wieder laufen

13.10.11 11:00

3795 Postings, 4977 Tage Svenny14.00 Uhr

13.10.11 12:06

2642 Postings, 5157 Tage max06@ Svenny

Ist das sicher?
Hast du eine Quelle?  

13.10.11 12:19

22 Postings, 4810 Tage djdansterwas denkt ihr wie der kurs dann starten wird?

13.10.11 12:25

3795 Postings, 4977 Tage SvennyYahoo-Board

13.10.11 12:54

3795 Postings, 4977 Tage SvennySpannung steigt :-)

13.10.11 12:58

272 Postings, 5013 Tage Mad Mike der 2teaber sowas von...

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