1) APPLE FRIENDLY *free marketing!
2) 20% SHORT INTEREST *squeeeze worthy
3) GLOBAL EXPANSION *europe, india, asia
“The iPad’s a big plus for Netflix for two reasons. One is, it’s just a much higher-resolution screen, so it’s just a much better viewing experience for all of Netflix’s customers. But secondly, Netflix has a much higher profile positioning, it’s much easier for Netflix to capture new customers through iTunes and so forth.” ~ Tilson
LONG MARCH 17th 110 CALLS
... if this works, look to "roll out" to the APRIL 115s
... everywhere.
RISK = COMPETITION
p.s. when my 4 year old says Netflix it sounds like, ... neck-flits.
... "daddy, can i have the eye phone to watch neckflits?"
LivePerson has been public for over 10 years and knows the game ... they went public while the dot-com bubble was bursting. The CEO has done over 43 quarterly earnings calls. FAITH in LoCascio!
" ... the entrepreneur should always have the dream of going public, that's the DREAM! ... not of selling." ~ Rob LoCascio, CEO