Don’t Count On Cable Operators To Cozy Up To Netflix: Analyst

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Netflix's fans on Wall Street have helped its shares rose 500% in the past 12 months, hovering at an all-time high, there are two fantasy of streaming media services. Some think, it will grow up to be a popular haven to cut off the power cord and cable or satellite television service, attracted 50 m users - up from about 29 m people who don't want to now. Others say, Netflix peace and dealers, to provide them with the other a pay channel HBO. Is that possible? Maybe. But Bernstein Research, Bernstein Research analyst Carlos Kirjner not buy these two kinds of cases. Support report today, he warned that Netflix overvalued, unless you think that "we do see, they will not fundamentally change the TV business, it will be very bad cable operators began to exercise their huge, we think the increased market power to prevent this happening."
Cable operator does not need Netflix: they don't have it roughly two-thirds of cable broadband users to provide services. They can knock Netflix ass, need through the Internet, digital, to pay their monthly use - for those who like video stream effectively raise prices. Kirjner said: "Netflix bulls hope, the FCC or justice department will step in, tend to rule out the possibility". But what he calls a "highly unlikely" warning, "investment is dependent on government agencies or the legislature actually do something bad paper paper (because it is so difficult to get government just anything)." , meanwhile the wireless broadband can't help: the technology "will not support the Netflix streaming media mass (certainly is not the TV."
Unable to cable and Netflix as a partner? Investors become enthusiastic possibility last month, the British virgin media agreed to Netflix side provides an application, to serve for customers who use TiVo set-top box and cable channels. But most are going to have pay and market operators Netflix - especially if they believe that its users might shave other pay-tv services spending - Kirjner said. This could be as high as 5 per user per month. If Netflix agreed to give up so much the meaning of "[interests] margins will collapse", its shares "in the current price will be enormous."
Bottom line: "have to almost absurd probability is very low, this is possible, Netflix may benefit the development", and it may be a cable company not "take advantage of their market power to prevent the Netflix [streaming video suppliers usually transform TV business. We just think that investors should not expect."

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