quote:

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Originally posted by Leardron:
Wow, what's with the dumpage? Guess people aren't happy with the site

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I don't think so. I think its just day traders who thought that it might run after new site and are just getting out. JMHO

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Originally posted by chshore:
Anybody think we will see the low to mid 20's next week?

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I wish that I could say yes to that but no one knows. These stocks at this level tend to move when you least expect them sometimes. Most are waiting for subscription numbers to come out but who knows other then to say it will go up soon just don't know when.

... have to click onto member's site

It's faster, in general

Searching is much more functional

Queue seems to be more up-to-date

Queue uses numbers instead of arrows to change order

Cons:

Browsing is still very cumbersome

Site logs you off accidentally

Need more cover art

Service, service service!! This is the single biggest thing, for me, that needs to be addressed. I guess people's individual experiences have varied greatly, but I can say that my fiance has gotten at least 15 times more DVD's from netflix as I have from GZFX, in the same amount of time.

Gzfx has a great site nd competition to netflix. and trust me, down the road, we will be worth way more then a $1.00 per share. #4 is big time and gzfx is gonn get there to.

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Originally posted by thinkmoney:
wow! netflix is the #4 site for shopping according to alexa. wow!

Gzfx has a great site nd competition to netflix. and trust me, down the road, we will be worth way more then a $1.00 per share. #4 is big time and gzfx is gonn get there to.

Gzfx is the best penny stock there is as far as potential.

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Thinkmoney! You're right on the money when you use that statistic & relate it to us. That's the direction we're headed.

I agree with your reasoning 100%! That's why I keep pointing out that Netflix has done all our market research.

Defying the Naysayers
Motley Fool Hidden Gems contributor Daniel Hong has little use for fads. So, no, you won't likely catch him in a polo with its collar turned up, but he does have his eye on a little number that is like so last week. Read on to see what in the world Dan is thinking.

By Daniel Hong
June 25, 2004
About six months ago, Netflix was a story everyone wanted to hear. Today, the Wise can't get enough of ridiculing its valuation, business model, and competitive position. Conventional wisdom suggests that Netflix is an overvalued Internet wunderkind that will be tag-teamed by Wal-Mart (NYSE: WMT), Blockbuster (NYSE: BBI), and video on demand (VOD). Don't bet on it.
Call me a fool
But I still believe. If I've taken away one thing from my experience with Hidden Gems investing, it's that jewels are hidden for any number of reasons. Netflix -- though it's still up more than 200% in a year -- is a gem simply because it's fallen from favor. What makes me so sure it's not just some run-of-the-mill flameout? More than I can tell you in one column!
But in a sentence, the market severely underestimates the depth and breadth of this company's moat. What about Wal-Mart, Blockbuster, and VOD? They don't worry me in the least. In my opinion, Netflix has sustainable competitive advantages investors have discounted too heavily. Warren Buffett would probably choke if he heard me say that a company with a forward P/E of 60 can be a value play, but if the market believed what I believe, then this company would be valued much more highly.
But let's sidestep valuation for a moment and get back to the story. It's a tale of the Internet, DVD economics, and movies. I think it ends nicely -- and with Wal-Mart, Blockbuster, and VOD looking elsewhere for an easy meal.
Internet brands
When you want to buy cheap books online, where do you go? Chances are, you click on Amazon.com (Nasdaq: AMZN). Which engine do you typically use for your searches? Probably Google. Auctions? eBay (Nasdaq: EBAY). Financial news? Yahoo! (Nasdaq: YHOO).
When people think about the Internet, they typically associate one or, at most, two sites with a particular service. People are creatures of habit, whether they're using the same brand of shampoo for much of their lives or getting their online sports news from ESPN.com. People develop Web-browsing habits that change infrequently over time, making it very difficult for an upstart to supplant an established Internet brand.
How does an Internet site reach this position of dominance? Typically, the first movers in the space grab the most mindshare and keep it, even in the face of heated and competent competition. Take, for example, Amazon and barnesandnoble.com. Barnes and Noble (NYSE: BKS) built an online service that compared favorably to Amazon on price, convenience, and distribution. Yet people continued to shop at Amazon for their books and CDs. By the time Barnes and Noble launched its website, people had already come to associate Amazon with buying cheap online.
The old same place
An established bricks-and-mortar store base can be more liability than asset for an online property. People think of bookstores when they think of Barnes and Noble, not its website. Successful branding in retail rarely transfers to the Internet space and can sometimes be an impediment to attracting online traffic. The most significant competitive advantage is mindshare. Anyone with enough financial resources and operational expertise can compete on price, convenience, and distribution. It is very difficult to steal mindshare.
An understanding of the Internet space helps explain why competition from Wal-Mart's and Blockbuster's online offerings have been ineffective and laughable, respectively. Netflix has already grabbed significant mindshare in this space, and its position will only grow stronger with time. Management has said time and again that it welcomes competition on its turf because it only draws more attention to the best service for online DVD rentals -- Netflix.
Thus far, Wal-Mart and Blockbuster have made only half-hearted attempts at competing against Netflix on turnaround time and selection. If and when they do take these issues as seriously as customers do, it will be too late. The Netflix brand will already be entrenched in the minds of American consumers.
The economics of DVDs
DVDs are not going anywhere soon. Historically, media formats like the LP and VHS have enjoyed life cycles of about 20 years. Even with acceleration in technological development, these cycles have not shortened because technology is not the most important factor in determining the length of these cycles.
Clearly, there is a certain amount of inertia when it comes to abandoning old formats. It takes time for hardware like record players, VCRs, and DVD players to penetrate American households. DVDs have been around for almost a decade, and only now are the players becoming ubiquitous in American homes. It seems unlikely that we will be quick to replace our relatively new DVD players with a superior format. For now, most Americans are perfectly content with the capabilities of the DVD format. And besides, most people are still smarting from having to pack away their VHS collection of movies.
In VOD?
Even VOD will have a difficult time overcoming this inertia. Yes, VOD has the potential to revolutionize the way people watch movies. At the same time, it will take at least five or even 10 years for VOD to become mainstream. The selection on VOD is limited to a few hundred titles at most, and I don't see this changing anytime soon. Studios release movies first on the big screen, then on DVD, and finally on VOD. They have enormous economic incentives to keep it that way.
Consider that a DVD sale nets about $17 to the studio per family, while VOD and downloading nets about $2 per family. Because DVDs are so much more profitable, studios will milk the DVD cash cow before giving in to VOD. This is comparable to publishers distributing books in expensive hardcover editions and then in paperback. They will never release hardcover and paperbacks simultaneously. Likewise, studios will protect new-release DVD sales from VOD and downloading.
I don't deny that VOD is a very compelling proposition for customers. Why wait for DVDs in the mail when you can watch a movie at the press of a button? The few people I know who have cable VOD have given nothing but rave reviews for the service. But even if VOD were to become mainstream much earlier than expected, and even if VOD were to relegate Netflix to a niche market (in other words, even if the worst-case scenario were to develop), our investment in Netflix would still be successful.
Say what?
Consider that there are about 60 million cable subscribers in this country, a number that is not growing very quickly. Assume that all 60 million use VOD (not very likely, but I like to be conservative with my worst-case scenarios). That still leaves about 40 million households that will rely on DVDs as their primary medium for home movies. Netflix need capture only 5 million of those to become an extremely successful investment.
If Netflix happens to become a multibillion-dollar online media company, as management believes it can, then even better. But we are not depending on success of this magnitude for our investment in Netflix to do well. That's why I'm so cavalier about cable VOD. There is more than enough space for both VOD and DVD-by-mail, and Netflix has demonstrated beyond a reasonable doubt that it is on track to dominate the latter market.
Bottom line
DVDs are here to stay -- at least for a good, long while -- and as long as they are around, people will continue to rent them. VOD won't, in my view, pose a competitive threat for at least five to 10 years. When it finally does, Netflix will be positioned to compete effectively with its own VOD offering. But again, success in VOD isn't critical to my thesis. So, let's wrap here and pick up with more on Blockbuster, valuation, and at what prices I'd be picking up shares of Netfix in my next column.
Looking for the next Netflix or even a fallen angel set to get its wings back. Click on the link to learn more about Tom Gardner's Motley Fool Hidden Gems and to sign up for a free trial if you like what you hear.

This company is everything it appears to be,,,An obvious dollar plus per share!

All just a matter of time!

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Originally posted by rkwis:
Do you honestly think your negativity is going to shake the strong hands here ?

I have some advice for you, if the site isn't meeting your expectation nor the company then be gone you flea.

No it's called trials and tribulations !
So small minded and so ignorant its amazing someone like you even knows what the potential is here....

Another poster, BE GONE you slug !

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BTW, I used NFLX before investing in it. I invested in GZFX before signing up. As far as POS, I'm hold 2x more of GZ compared to Net and plan on adding...if they can IMPROVE their service.

You want this stock to go up...they need to add more paying customers who won't cancel...for the long run.

Will they be here to stay or fade away? Only time will tell. Like everyone else, I want to make $$$$.

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Originally posted by mad tony:
New member update/summary:

6/15 - signed up (late), 5 in queue
6/16 - added 6th to queue
6/21 - received 1 game & 2 movies (1 wrong), gave dvd to po to return. Sent email.
6/22 - no email reply
6/24 - new site, queue shows 1st game & 2 dvds shipped 6/17, 3rd dvd shipped 6/22, 2nd game still in queue. 2nd email sent...no reply yet.

I have yet to cancel Netflix.

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I live in CA, they're shipping from TN.
As far as their website, I'm not worried about them making improvements on. It's the actual service, the final product that customers gets is what concerns me...IMO.

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Originally posted by gmoney:
anyone notice this is listed on the Berlin Exchange? I bet those lowlifes have this bad boy by the horns ... but it's only a matter of time until this bull breaks loose. I think we investors should e-mail IR department for GZFX and mention being delisted from the Berlin Exchange.

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quote:

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Originally posted by gmoney:
anyone notice this is listed on the Berlin Exchange? I bet those lowlifes have this bad boy by the horns ... but it's only a matter of time until this bull breaks loose. I think we investors should e-mail IR department for GZFX and mention being delisted from the Berlin Exchange.

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Yea we noticed that the last time it took a huge hike down, but we'll see - hopefully it heads green monday.

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Originally posted by ohdag:
The news about the Military discount is great. Being Active Duty I Appreciate it and we are alot more likely to join even if we don't use it just because the company supports us.

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Top ten rented games = 404 - http://www.gameznflix.com/browseGamesTopRented.html

More 404 http://www.gameznflix.com/browseGamesNewRelease.html

Can't browse games by system: http://www.gameznflix.com/searchResults.html?q=genre:%22PlayStation%202%22&prod=Games http://www.gameznflix.com/searchResults.html?q=genre:GameCube&prod=Games

Some genre searches non functional: http://www.gameznflix.com/searchResults.html?q=genre:Racing&prod=Games http://www.gameznflix.com/searchResults.html?q=genre:Trivia&prod=Games http://www.gameznflix.com/searchResults.html?q=genre:Variety&prod=Games

Search by Rating simply refreshes the page

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Originally posted by Breezer:
What's everyone's thoughts on GZFX right now?

I am ready to see .20 - but do you think it is a couple of months away?

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Here is my chart study findings:

12/2/03 - High: 0.042 12/16/03 - Low: .026
01/5/04 - High: 0.06 01/13/04 - Low: .042
02/9/04 - High: .107 03/01/04 - Low: .052
3/30/04 - High: .162 05/26/04 - Low: .091
6/16/04 - High: .165 unknown at this point

I just hope it doesn't run till I get some liquidity. I think this one will be a slow steady (strong) climber if they keep working at it like this.

I see some are complaining about the site but its partly our fault. We as investors begged for the site to go live even though they said that there was delays and would like to test the site for 2 more weeks but we didn't care. Then after bowing to our wishes we complain because its not perfect from the get go.

This will be great for us all. Just give it a little more time. We are all wanting this now but I think we have come a long way in such a short time and thats impressive to me.