Stock Gurus, BBI time to get in? or too late?
 

I see that Blockbuster finally figured out how to kill off NetFlix with their netflix style mail order that you can also bring into the stores and swap too. That is a NetFlix killer..

So I see Blockbuster is cheap compared to 2 years ago, but expensive compared to 1 year ago..

your thoughts? should I get in? For the record I am usually in long term or at least 1 or 2 years. :thumbsup

If you say so. I have both Netflix 8-at-a-time, and Blockbuster 8-at-a-time. Blockbuster has allowed me a bunch of "free" in-store rentals every month. Know how many I've used? Zero. The whole POINT of home-delivery for me is to have a very large selection (up to 16) at a time, so if there is a night I want to watch a movie (happens once per month or so), I have a TON to choose from. Only costs $100 for the convenience of having both.

Here's how it breaks down. Netflix has been accomodating when things go wrong (if a little rule), whereas Blockbuster has been NICE, but hasn't fixed any of the problems. Blockbuster is VERY slow to ship/change movies after receiving them (MUCH slower than even my "THROTTLED" NetFlix account), has a horrible interface, is very slow to adopt features, and seems like they have very little understanding of the Internet.

I wouldn't *personally* bet the long-term bank on BBI just yet, at least until they pick up some more savvy. However, perception is reality, and subscription rates (as well as market share) is really all that's going to matter. And there's always the possibility of a merger ....

good points, I used NEtflix from the time they opened in like 98/99 till last year. I quit cause they were slow to get my movies back and could never get any good new releases when they came out, so I would end up at BlockBuster renting em.. the only reason I didn't do more rentals at Blockbuster is because of "Late Fees", but they got rid of that, big step forward IMO for them.
I'm signing up for the online deal probably over the weekend, and the idea that I can get free in store rentals each month, or swap my "online" movies in store is a killer feature I think.

Regardless of all the online shortcomings their latest media blitz with online-or -in store returns will definately get em alot more online subscribers especially since I notice the employees at the stores are pushing the online deal alot harder now. I think they will have huge increases in their online subscribers next time they give up the numbers and the stock could easily hit 9 or 10. I think alot of old time investors pulled back a couple years ago cause they saw NetFlix pulling too many subscribers, but if they see a rise in BB subscribers and a slowing of NetFlix, they will settle back at their old comfy $10 range on BBI.

just my 2 cents :)

Maybe, but remember that you still have to leave the house to do that -- most of us webmasters don't. :1orglaugh

Just remember that stocks that trade at that level may have a small market cap -- which can be wiped away completely in a delisting (if they drop too low off of that point) or a bankruptcy. :2 cents:

right, but a good new sci-fi release that's backordered for mailing or a whiney girlfriend will get you off your ass quick. :1orglaugh




I dunno, Block buster has a decent cap, and I doubt they are going away soon, even if they do they will surely just get boughtout. win-win in my very limited market knoledge.. the only risk with them is if the whole online deal fails miserably, which I don't think it will, many newbies on the net I know, especially girls I know signed up for Blockbuster Online and have no clue who NetFlix is.

ha, and they just posted this a little bit ago after my in depth analysis:

http://custom.marketwatch.com/custom...-A3232A1206CF}