也来说说NFLX - 未名空间MITBBS历史存档

也来说说NFLX# Stock

f*92011-10-25 07:10

1 楼

会不会有这样一种可能，everything rolls back to what it was? The CEO doesn't
know what he is doing, and will resign soon to save his company. He may
issue another letter "Sorry we made another mistake...we are going to reduce
the price by 30%; and we changed our plan again, that we are not going to
invest internationally, which could not make the company not profitable...
Sorry, we were moving too fast again.
会有这种可能明天再各大报纸的头条再看到这样一封道歉信吗？If it happens, do
you think it will still go down to $50 or less? 毕竟他的Q3 Earning还是不错的
，而且beat the street's number,而且庞大的基本用户群还是在那里的，it may
become AOL one day, 但也不会是一夜之间的事，俗话说得好，百足之虫死而不僵。只是这个CEO实在是太差劲了，如果换一换management, 说不定还有点救。
NFLX明天会像AMR那样绝地反弹吗？我们拭目以待。
Disclosure: bought 100 shares at $85.80 today.

h*o2011-10-25 07:10

2 楼

this CEO has to resign.
No other choice.

t
reduce
只是这个CEO实在是太差劲了，如果换一换management, 说不定还有点救。

【在 f*********9 的大作中提到】

: 会不会有这样一种可能，everything rolls back to what it was? The CEO doesn't
: know what he is doing, and will resign soon to save his company. He may
: issue another letter "Sorry we made another mistake...we are going to reduce
: the price by 30%; and we changed our plan again, that we are not going to
: invest internationally, which could not make the company not profitable...
: Sorry, we were moving too fast again.
: 会有这种可能明天再各大报纸的头条再看到这样一封道歉信吗？If it happens, do
: you think it will still go down to $50 or less? 毕竟他的Q3 Earning还是不错的
: ，而且beat the street's number,而且庞大的基本用户群还是在那里的，it may
: become AOL one day, 但也不会是一夜之间的事，俗话说得好，百足之虫死而不僵。只是这个CEO实在是太差劲了，如果换一换management, 说不定还有点救。

f*92011-10-25 07:10

3 楼

Bought another 100 shares at 73.75, 我就不信邪！
Market is over reacted. Keep in mind how many total shares NFLX has? 52.54M, how many shares have been short selling since yesterday? Do your math, you can't short selling all outstanding shares.

x*o2011-10-25 07:10

4 楼

how many totoal shares you have now? I added another 100 shares at 74.8
today. thanks for advices.

54M, how many shares have been short selling since yesterday? Do your math,
you can't short selling all outstanding shares.

【在 f*********9 的大作中提到】

: Bought another 100 shares at 73.75, 我就不信邪！
: Market is over reacted. Keep in mind how many total shares NFLX has? 52.54M, how many shares have been short selling since yesterday? Do your math, you can't short selling all outstanding shares.

f*92011-10-25 07:10

5 楼

,
I have 200 shares, bought at 85.75 and 73.8. The Short Squeeze for nflx 会很
猛烈的，从昨天盘后到现在已经有将近42M out of 52.4M的股票易手了，卖的人无非两
种，short selling and stop loss. 那么买进的MM呢？冒了那么大的风险，不上100
是不会卖的。用不了多久就会有Amazon or Google有意收购的rumor出来，然后就是猛
烈的short squeeze,拭目以待。

【在 x*********o 的大作中提到】

: how many totoal shares you have now? I added another 100 shares at 74.8
: today. thanks for advices.
:
: 54M, how many shares have been short selling since yesterday? Do your math,
: you can't short selling all outstanding shares.

l*n2011-10-25 07:10

6 楼

all in NFLX now. Lets see. I don't believe it will fall like this. It still
has millions of customers and lots of cash. Also the CEO is still there. So
many potential good news!

l*n2011-10-25 07:10

7 楼

HPQ CEO'S resignation boosted the stock by 8%

f*92011-10-25 07:10

8 楼

NFLX CEO's resignation will boost 20%

【在 l*********n 的大作中提到】

: HPQ CEO'S resignation boosted the stock by 8%

l*n2011-10-25 07:10

9 楼

lol

【在 f*********9 的大作中提到】

:
: NFLX CEO's resignation will boost 20%

r*l2011-10-25 07:10

10 楼

just don't touch nflx. too risky

f*92011-10-25 07:10

11 楼

Redbox 也要涨价了，20%，充分说明了涨价的背后是film studios在作祟，netflix只
不过是第一个涨的，而且对涨价的原因交待的不清楚，难免成为众矢之的，现在好了，
Redbox也来了，对改善nflx的public image 大为有利，只要他们公关作的好，并且再
来个20% discount的话，还是可以重新赢回失去的客户的，知错能改，善莫大焉。NFLX
明天就会反弹。BP当年也是因为漏油事件而陷入公众危机，甚至被传要BK, 现在不也
快走出来了吗？ $300 share可能over valued, 但是$75也太under value了，total $4
billion 的market cap, with $2billion revenue,也太cheap了。另外有可能被
Google, Amazon等对手收购，也可能是一个新的炒作点。

f*r2011-10-25 07:10

12 楼

讲的好，都是万恶的好莱坞在搞鬼

NFLX
$4

【在 f*********9 的大作中提到】

: Redbox 也要涨价了，20%，充分说明了涨价的背后是film studios在作祟，netflix只
: 不过是第一个涨的，而且对涨价的原因交待的不清楚，难免成为众矢之的，现在好了，
: Redbox也来了，对改善nflx的public image 大为有利，只要他们公关作的好，并且再
: 来个20% discount的话，还是可以重新赢回失去的客户的，知错能改，善莫大焉。NFLX
: 明天就会反弹。BP当年也是因为漏油事件而陷入公众危机，甚至被传要BK, 现在不也
: 快走出来了吗？ $300 share可能over valued, 但是$75也太under value了，total $4
: billion 的market cap, with $2billion revenue,也太cheap了。另外有可能被
: Google, Amazon等对手收购，也可能是一个新的炒作点。

C*y2011-10-25 07:10

13 楼

我手里还有200股，留着？

NFLX
$4

【在 f*********9 的大作中提到】

: Redbox 也要涨价了，20%，充分说明了涨价的背后是film studios在作祟，netflix只
: 不过是第一个涨的，而且对涨价的原因交待的不清楚，难免成为众矢之的，现在好了，
: Redbox也来了，对改善nflx的public image 大为有利，只要他们公关作的好，并且再
: 来个20% discount的话，还是可以重新赢回失去的客户的，知错能改，善莫大焉。NFLX
: 明天就会反弹。BP当年也是因为漏油事件而陷入公众危机，甚至被传要BK, 现在不也
: 快走出来了吗？ $300 share可能over valued, 但是$75也太under value了，total $4
: billion 的market cap, with $2billion revenue,也太cheap了。另外有可能被
: Google, Amazon等对手收购，也可能是一个新的炒作点。

h*o2011-10-25 07:10

14 楼

这个公司有PR部门吗？
既然ceo不肯辞职，那把这个部门裁掉好了，total failure!

NFLX
$4

【在 f*********9 的大作中提到】

: Redbox 也要涨价了，20%，充分说明了涨价的背后是film studios在作祟，netflix只
: 不过是第一个涨的，而且对涨价的原因交待的不清楚，难免成为众矢之的，现在好了，
: Redbox也来了，对改善nflx的public image 大为有利，只要他们公关作的好，并且再
: 来个20% discount的话，还是可以重新赢回失去的客户的，知错能改，善莫大焉。NFLX
: 明天就会反弹。BP当年也是因为漏油事件而陷入公众危机，甚至被传要BK, 现在不也
: 快走出来了吗？ $300 share可能over valued, 但是$75也太under value了，total $4
: billion 的market cap, with $2billion revenue,也太cheap了。另外有可能被
: Google, Amazon等对手收购，也可能是一个新的炒作点。