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Netflix it put up the big numbers.
And I'm saying that it is the pre costs to see anything any -- any time.
From the Netflix vocabulary of of of the content that can come action for eight bucks a month but I think pat is a revolution -- -- -- Luckily a lot of dual revolutions like this going on -- you know this Hulu there's there's all cut and what might my greatest fears -- -- that the barrier of entries at heart.
You know it's all about buying -- -- servers and getting it done so yes they've they've got -- revolutionary things but it's going to be tougher it's going to be tougher for them to fend off competition from you think -- -- I actually agree I think the girls is right on the money there are so many people that are trying to play in the space -- apple with its iTunes -- got Netflix we've got.
Google TV we've got a lot of other companies Amazon trying to play in the space.
What Netflix has.
That other companies and other services doesn't have is -- cynical talked about it being on the week and on various devices whether it's roku are are are on all of these set top -- -- But the contents really is going to be the driver and what we're seeing with Netflix is -- starting to have a little bit of that headwinds with contact companies.
With content companies saying why should we give the content to you will just create our own -- like Hulu and go directly to the customer but the thing I am wrong.
In saying that you can't watch virtually anything -- -- cannot because the content for the people who come up with the movies make the move is that not yet prepared and would -- -- -- -- -- -- timeframe for releasing movies whether it be on HBO then moving to dvds and proving to -- moving to Netflix right now Netflix only gets a small percentage of the movies at the same day it's out on dvds.
The content companies really are driving who gets what when they get it looked like they -- I'm not.
So totally wrong -- and the since I don't know the starting at 200 bucks of 26 -- but I will say.
We do have to tip my hat because -- -- our -- low tech yen overnight.
And so did stay in the Mel yeah you would have never thought that a company could transform itself that quickly I don't.
Whether the -- -- Microsoft to take them over just for the.
Expertise is synonymous with contents on the -- journal writes.
But you're right says Stuart that it is a precursor it absolutely is a precursor the question is is this going to be the final player.
At the end of the day when all of this sort of battle plays out -- -- living room in the next three to five years wolf if Netflix is going to be picking here but at eight books a month it's a -- it's it's a bargain absolutely.
Now let's talk to you bounce Microsoft yes and apple yet let me set this up a little bit after the bell closes this afternoon -- Microsoft reports how much money it -- right right right.
It is likely to show it might a lot of bombing yeah.
Apple has now overtaken it correct yes vote is -- profits so apple continues to show dominance over Microsoft and a lot of different companies out there apple to -- -- Microsoft.
In terms of market cap last may then in terms of revenue having higher revenue than Microsoft in the September quarter and today were expected apple to do -- of that.
PS to resist also -- sort of nail on the cockpit.
Which is -- it take it and overtake it in terms of profits out last week apple reported record profits six billion dollars.
And we think that Microsoft does not going to be able to meet that number in the day -- boot camp -- -- yes who's laughing because he doesn't know what everybody else knows which -- -- -- some modest stuff you just that put the nail in the -- in the -- the only like I didn't see Microsoft do anything in what 56 years ten years and years and yet you're.
It's the last ten years apple let me Unionists and the statistics last ten years apple up to up.
To -- -- the last ten years 469%.
Stuart Microsoft down 10% it was.
Thank you very much wheat but Shawn Andrews -- -- you think the line is going to -- -- -- -- -- -- it's OK it's not -- you know what about the future.
Future lies in mobile and and tablets the company has that has said it couldn't make Microsoft Outlook into -- elect is Microsoft gonna -- for ever he can't catch up.
He can't put in -- -- -- -- former -- I'm not willing to take went on forever because who knows what's gonna happen forever but but.
But the company is falling in mobile the company is not on as many tablets as it needs to -- -- breaking out but should it break itself up Microsoft yes.
Should they find Steve -- shouldn't -- say that I think is it that I think is gonna be a topic for the next years to come if it doesn't make a -- hopefully Obama has been around in his twelve year -- has -- for twelve years yeah it's quarter I think could be an important video -- -- -- -- question -- this should they break that you know and then they -- -- -- -- -- -- Massa -- federal the federal government to maybe the divisions don't speak to each I'm -- certainly -- no that's no -- this is a good.
-- but I think you can do a lot of reworking a rewiring for me you don't have to break it up they're.
Is that it's very similar to when -- -- at Netflix -- blockbuster it's that it's the people who -- running the company look at apple vs Microsoft the -- run in the company in the course of this discussion -- I have been aligned with -- -- the federal government and the blockbuster -- yeah.
They're going again.
Thought it was I --
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