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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mark Marcellus who wrote (44716)9/30/2011 11:10:14 PM
From: Difco  Respond to of 78666
 
Thanks Mark,

Good call on the projected subscriber losses - I presume a big portion of those would be people who were on the trial/teaser plans (that's a speculation on my part). Hastings actually sits on Microsoft's board of directors, so that is a viable proposition. And I like your way of thinking about it - more on acquisition basis.

Was YouTube profitable at the time of acquisition? If not, the proposition of NFLX seems even more appealing.


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