I hate to keep remarking on the same thing over and over again. In addition, i have done extensive research into the online TV viewing experience. Netflix is in big trouble. Not because the service is bad or inferior. The reason is competition. There are a lot of players coming into the market.
I have reopened a short line on NFLX with the March $210 puts. I currently got in around $12.00.
Time Warner came out publicly saying Netflix is paying enough for the shows. This will eat into margins,
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You are absolutely right. Amazon is going to offer free streaming to all Prime customers!
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