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http://money.cnn.com/2011/07/08/technology/netflix_starz_contract/index.htm http://money.cnn.com/2011/07/08/technology/netflix_starz_con... "Netflix has anothe
by mortenjorck 15y ago
http://money.cnn.com/2011/07/08/technology/netflix_starz_contract/index.htm http://money.cnn.com/2011/07/08/technology/netflix_starz_con...
"Netflix has another year or two on most of these contracts, and then the game completely changes," says Michael Pachter, analyst at Wedbush Securities.
Pachter predicts Netflix's streaming content licensing costs will rise from $180 million in 2010 to a whopping $1.98 billion in 2012.
- encoderer 15y agoMichael Pachter is an analyst for a private equity firm. Google for some choice opinion and meta-analysis. And for all we know, Wedbush is short on NFLX. People have been parroting this guys opinion as if it's fact. It's worthwhile analysis, perhaps even correct, but they've got money in this game on one side or the other and without knowing which, this opinion is useless.
- mortenjorck 15y agoYour skepticism is well-reasoned and fair. All I'm saying is, Netflix's actions today would seem to point to Pachter being correct.