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mr. malone for years now, by the way, in terms of originally his belief that the cable companies should haveotten together to try to combat it and his admission that, well, its place is fairly cemented when it comes to being the number one player. i did ask him does he believe that that will continue? >> they have got a massive lead in that space. it's difficult to imagine that anybody can displace them. >> is there any chance that netflix hits a wall at some point? >> so far it's an equity play that is based upon growth, valuation of growth, and the general belief that there will be a point at which they can take their foot a little bit off the throttle, right? their stock really took off, david, when they could demonstrate pricing power. so when they raised their prices and didn't lose any material subscribers, i think the financial markets said aha, glue, right? so if you have glue and you have growth and pricing power, now the question is how to manage that so unless reed, you know, which he won't, does something really nuts, i think it's a question of modulating their spend and coasting