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2good2betrue (20.30)

May 2012

Recs

2

Netflix streaming stagnating...

May 10, 2012 – Comments (2) | RELATED TICKERS: NFLX , AMZN

Today I just cancelled my NFLX streaming account. While I'm keeping my current 2 disc plan which includes blu-ray I have been increasingly dissatisfied with the lack of newly added content and the inability for NFLX to branch out from what they currently offer - which lets be frank - it is very limited... Not even my kids are happy with NFLX as they only have one Barbie program and very limited My Little Pony selections. We still must drive to the movie rental store for those. I think the corner Movie shops still do a good job of providing a decent selection of children's programming - our store rents those for free. So, the only cost is driving down there - although we often buy something else in the store just because we appreaciate the service and would miss it if it went away.  [more]

Recs

5

Only question about SYNC is when to short!

May 03, 2012 – Comments (0) | RELATED TICKERS: SYNC

I've followed with great interest what has been written recently about middleware Synacor (SYNC). People mistakenly put them in the same business as Netflix (NFLX) and even Comcast (CMCSA). Perhaps it is because they were recently an IPO and so that gets people's attention. However, when I think of them my first impression is to think BigBand Networks (BBND) - who made a big splash after its IPO climbing nearly 50% to the mid twenties only to be sold this past year at the fire sale price of around $2.  [more]

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