NO IMPACT ON NETFLIX (NFLX) FROM NEW SERVICE BY AMAZON (AMZN)
As we expected, Amazon (AMZN) announced that its Prime Members will get unlimited streaming of more than 5000 movies and tv shows at no additional cost. This development was already in our model for Netflix(NFLX). We do not expect material impact on Netflix growth by this offering from Amazon. However, we
February 22, 2011