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Forum: Are You An Employee Of Blockbuster? March 18th, 2008, 08:24 PM
Replies: 85
Views: 10,269
Posted By NetflixInvestor
"Now, the average Redbox kiosk does $45K annual...

"Now, the average Redbox kiosk does $45K annual revenue. So it will take approx. 9,000 incremental kiosks to simply offset the $400MM of rental revenue that MG is already losing"

This is a...
Forum: Are You An Employee Of Blockbuster? March 17th, 2008, 07:44 PM
Replies: 85
Views: 10,269
Posted By NetflixInvestor
I think the .56$\day revenue figure included the...

I think the .56$\day revenue figure included the whole of the company INCLUDING Total Access back at it's height. Consider that Netflix gets about .20$\day per rental. Total Access was probably...
Forum: News February 7th, 2008, 07:18 PM
Replies: 31
Views: 5,764
Posted By NetflixInvestor
600 ?! Perhaps he knows about phase 3 somehow.

600 ?!

Perhaps he knows about phase 3 somehow.
Forum: News February 5th, 2008, 10:05 AM
Replies: 31
Views: 5,764
Posted By NetflixInvestor
MG has successfully won an extension of the time...

MG has successfully won an extension of the time they can reject leases until May 13th (from Feb 13th).

http://www.kccllc.net/documents/0733849/0733849080205000000000001.pdf

Of course they would...
Forum: News February 4th, 2008, 04:54 PM
Replies: 31
Views: 5,764
Posted By NetflixInvestor
And here is the list of closing stores for your...

And here is the list of closing stores for your edification:

http://www.kccllc.net/documents/0733849/0733849080204000000000013.pdf

I have not seen anything that clearly states there is a phase 3,...
Forum: News February 4th, 2008, 02:21 PM
Replies: 31
Views: 5,764
Posted By NetflixInvestor
About time

What we've all been waiting for... 400 stores..

http://biz.yahoo.com/prnews/080204/nym138.html?.v=96
Forum: News January 31st, 2008, 03:33 PM
Replies: 31
Views: 5,764
Posted By NetflixInvestor
Looks like about 77 stores got...

Looks like about 77 stores got canned..

http://www.kccllc.net/documents/0733849/0733849080131000000000006.pdf

Kind of a disappointing figure, but they could do this again next week as far as I am...
Forum: Archive January 31st, 2008, 03:08 PM
Replies: 1,062
Views: 158,090
Posted By NetflixInvestor
Me [pointing at stack of Rockband boxes behind...

Me [pointing at stack of Rockband boxes behind counter]: You plan on selling a lot of those?
Employee #1: Nope.
Employee #2: You wanna buy one?
Me: Nope.
Forum: News January 29th, 2008, 01:31 PM
Replies: 31
Views: 5,764
Posted By NetflixInvestor
The court gave them clearance on the motion to...

The court gave them clearance on the motion to pay bonuses today.

http://www.kccllc.net/documents/0733849/0733849080129000000000005.pdf

It's not clear to me at this point what stands in the way of...
Forum: Are You An Employee Of Blockbuster? January 29th, 2008, 05:28 AM
Replies: 15
Views: 2,393
Posted By NetflixInvestor
Essentially a walk farther down the EOLF lane......

Essentially a walk farther down the EOLF lane... I flat out don't believe the upper end of that revenue range estimate.
Forum: News January 28th, 2008, 07:34 PM
Replies: 38
Views: 5,770
Posted By NetflixInvestor
Blockbuster threat #87

Update: 6,700 locations and 100M rentals thus far.

http://www.homemediamagazine.com/news/html/breaking_article.cfm?sec_id=2&&article_ID=11972
Forum: Are You An Employee Of Blockbuster? January 28th, 2008, 10:44 AM
Replies: 68
Views: 15,602
Posted By NetflixInvestor
C'mon please. Blockbuster doesn't need to...

C'mon please. Blockbuster doesn't need to download the movie every time it's rented. They would just download (or ship on physical media) a copy once, and store it on a local hard drive.
Forum: Are You An Employee Of Blockbuster? January 27th, 2008, 04:22 PM
Replies: 68
Views: 15,602
Posted By NetflixInvestor
I agree. I am positive that this system would...

I agree. I am positive that this system would reduce the number of catalogue rentals, possibly quite significantly.

But let's hypothesize a scenario.
1) You cut BSI from 40% of floor space to...
Forum: Are You An Employee Of Blockbuster? January 27th, 2008, 03:36 PM
Replies: 68
Views: 15,602
Posted By NetflixInvestor
I have to agree that selling high dollar...

I have to agree that selling high dollar electronics seems a long shot for all the reasons mentioned in this thread. People associate Best Buy, WalMart, and\or online sources as the choice and price...
Forum: News January 25th, 2008, 01:09 PM
Replies: 31
Views: 5,764
Posted By NetflixInvestor
They pushed the meeting to Feb 5th FYI.

They pushed the meeting to Feb 5th FYI.
Forum: News January 23rd, 2008, 03:34 AM
Replies: 31
Views: 5,764
Posted By NetflixInvestor
The court order for this came at the tail end of...

The court order for this came at the tail end of last Friday: http://www.kccllc.net/documents/0733849/0733849080118000000000023.pdf

I suspect it was why Blockbuster's stock held up well in the...
Forum: Are You An Employee Of Blockbuster? December 14th, 2007, 01:45 PM
Replies: 37
Views: 3,750
Posted By NetflixInvestor
IVR, in the comments that NGB quoted you don't...

IVR, in the comments that NGB quoted you don't explicitly give the rev.share for the revenue from selling the titles. Am I correct to infer that it is the same 28-30% as for rental?

If so, does...
Forum: Are You An Employee Of Blockbuster? December 14th, 2007, 01:51 AM
Replies: 37
Views: 3,750
Posted By NetflixInvestor
I agree that Blockbuster is capable of testing...

I agree that Blockbuster is capable of testing the demand for used product on those titles they don't rev. share, and that kids movies are probably the most successful category. I think that...
Forum: Are You An Employee Of Blockbuster? December 13th, 2007, 10:06 PM
Replies: 37
Views: 3,750
Posted By NetflixInvestor
This isn't related to the original question, but...

This isn't related to the original question, but its a critical one.

I, of course, don't know how many could sell but it seems promising. Consider that Blockbuster is managing to sell movies for 20$...
Forum: Are You An Employee Of Blockbuster? December 12th, 2007, 11:38 PM
Replies: 37
Views: 3,750
Posted By NetflixInvestor
If I was a business analyst at corporate... how...

If I was a business analyst at corporate... how would I NOT know the average store traffic changes on a day to day basis? I'm really looking for very general answers here not super-specific stuff. I...
Forum: Are You An Employee Of Blockbuster? December 12th, 2007, 10:45 PM
Replies: 37
Views: 3,750
Posted By NetflixInvestor
What motive could I possibly have that makes...

What motive could I possibly have that makes answering that question above problematic?
Forum: Are You An Employee Of Blockbuster? December 12th, 2007, 10:33 PM
Replies: 37
Views: 3,750
Posted By NetflixInvestor
That's why I am here asking for the input of...

That's why I am here asking for the input of store employees! If I didn't think it was of value, I wouldn't bother.

There are, in a model, certain assumptions that have to be made and I *know* what...
Forum: Are You An Employee Of Blockbuster? December 12th, 2007, 09:58 PM
Replies: 37
Views: 3,750
Posted By NetflixInvestor
I tried to keep those details out to avoid...

I tried to keep those details out to avoid overwhelming readers. I was being cautious and looking for just a response on the weekly demand. I would happily review the whole model if you helped double...
Forum: Are You An Employee Of Blockbuster? December 12th, 2007, 06:59 PM
Replies: 37
Views: 3,750
Posted By NetflixInvestor
I can't keep doing this on my own.. with...

I can't keep doing this on my own.. with you...people.
Forum: Are You An Employee Of Blockbuster? December 12th, 2007, 06:42 PM
Replies: 37
Views: 3,750
Posted By NetflixInvestor
Oh I assure you I am not corporate. BTW, which...

Oh I assure you I am not corporate. BTW, which store EXACTLY do you work at?

(Crap my thread is derailed already...)
Showing: 1 - 25 of 68
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