Netflix is about to release earnings. Ponder the Bull Case Scenario.
Netflix is able to constantly increase monthly fees without significantly upsetting customers or providing a wedge opportunity to possible competitors.
Netflix knows minute by minute what is popular and profitable. this gives them a tremendous advantage when considering new content and how to shape it.
Netflix is not burdened by cable licenses. It can reach anyone with a device and internet access. It has stolen the march with a large subscriber base. Me too competition will only be marginal.
George Gutowski writes from a caveat emptor perspective.