Netflix

[Vanraw]

Well I hope I'm wrong and you do well with the trade. I like Netflix.

Note that the biggest potential competitor that is staged and ready go with the streaming service, and has clients on TV's and blueray devices is Blockbuster. Blockbuster was purchased by DISH in a firesale for 320 million. It gives Dish the rights for streaming rental / instant watch, and Blockbuster is jumping into the streaming subscriber business in early October.

Interesting if you go to <!-- m --><a class="postlink" href="http://www.blockbuster.com/">http://www.blockbuster.com/</a><!-- m --> they are popping up all over with the "Netflix raised rates by 60%, try Blockbuster for 30 days free!!" And it includes game rental for consoles. Of course this is the mail home product. So they are targeting the 1 million subs that left Netflix. But Blockbuster also has the rental streaming business, that I have used. It works well. In addition they have playstation 3 foot print, which many people use as a netflix portal to thier TV now.

On my Samsung blue ray client, there looks to be an ability to add streaming to the existing client. The real question will be if Blockbuster / Dish can capture streaming business in any way, what will netflix do with actual competition in the streaming business, and no instant rental streaming service?

The other interesting thing is many of the TV mfg are now able to add services and clients, through online updates. So they dont get hooked into one space. Here is a list of clients.

HOME ENTERTAINMENT
2Wire
Funai
Integra
Magnavox
Memorex
Onkyo
Oppo
Philips
Samsung
Sharp
Sylvania
TiVo
Toshiba
Vizio
Western Digital
Yamaha
MOBILE
ATT
Archos
Sprint
T Mobile
Verizon
COMPUTER
Download player for PC
PC to TV
Stream on Mac or PC

In the end, DISH might be good play in this space.