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All -- that's get back to technology.
Netflix posted record profits this week in -- due to the popularity of their online streaming service.
Will -- be able to keep that top spot when all Leo as -- coming in Hulu Amazon never automatic you Clayton Morris is here to talk up found.
And can portals wherever you get this conflict explain why I'm saying -- seems to me that all kinds of companies are supplying me with all kinds of video who move is -- video.
On demand wherever I want it about -- giving it to me.
All -- aren't offering via unique part about Netflix a book Amazon a book on iTunes.
I want to know who you think is the winner.
Why I think Netflix is the clear winner but I think it's what what's and I'm not stock -- but what scares me about Netflix from an investment standpoint.
Is that this company is built on that one model.
One subscription model and all it takes is one cable company to come in and stop being so don't.
And start -- what I mean cable companies are ridiculously dumb if they sort of put what Netflix has done into their cable boxes which already exist in homes.
People don't wanna separate box they don't want to have to add an apple TV or roku box whether Xbox so they can watch Netflix -- have a cable box.
If the cable companies would wise up that would I mean I don't know how Netflix would survive.
But you have all of these companies now that have these cable boxes in homes and you put all that old -- -- old episodes of law and order all those old movies that people were wanting in watching through Netflix.
If that was in the cable box.
I don't know what Netflix would -- -- So it's.
-- play it's like Tivo Messi yet a separate box for Tivo now all of a sudden really with the cable companies -- their own DVRs.
It's in the same box hazard as you're you're so why do why do you see evil I don't need one it signal a bet -- -- So this -- -- the conversation we had yesterday with your money Netflix is not on its own here are not a man unto itself there are billions -- competitors but could come in the -- to entries are.
There are and anybody could do this and so Netflix really has to somehow stay a step ahead -- gonna do that right now.
Flicks is the only one in that space right now right bought in a -- of the -- history of red box which is Greg that's a completely different model Netflix owns the space.
All it takes the cable company the reason Tebow exists is because cable companies were stupid -- The reason Netflix is doing so well because cable companies are still but now -- shall the next but that -- against him I'm shorting them.
They're out of my portfolio -- I wouldn't and it just doesn't make sense to me the difference between a company like apple a company like Netflix.
Is it apple sells Macs cells iPad sells iphones and they have iTunes which is really a loss leader for them they don't make very much money on iTunes music portal.
So -- which platform which deliveries of -- do you think is the ultimate big winner pick one.
So I mean you know it's I think right now Amazon looks interest -- -- on the Kindle space an e-book delivery mechanism Amazon owns that space right now.
And if the Kindle is on every platform it's on my iPad it's on my iPhone -- on Kendall's Amazon sells.
It's on no -- it's all over the place and I think that's an interest -- look right now but I you know I think Netflix.
Netflix owns the movie space until someone -- is up.
Clayton thank you very much enjoy -- you know it's it's difficult when he wants to handle this stuff but I think you meant the Clinton well I hope much obliged him.
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