can the company's new initiatives drive the growth we'll ask ben silverman. >>> as for markets, a little softness dow down 320, the s&p down some disappointing reads on earnings out of the likes of j&j, and goldmans. >>> lockheed martin sending industrials to the top of the market we're in earnings mode, no doubt about it that goldman sachs lag on the dow and the financial sector weighing, not as much on the banking crisis stuff, more on goldman specific, the decline in investment banking revenue weaker than expected and trading weaker than expected and selling parts of the consumer loans business. >> yeah. even goldman saying maybe the worst of the crisis is behind us as for topping the tape today, divergence on wall street. goldman says the worst may be in the past b of a says the consumer remains intact here. the s&p near a two-month high. the vix, wow, below 17 this morning. despite all that, investor sentiment is pretty low. b of a fund manager sentiment, the lowest of all year cnbc survey showing new pessimism. aa survey showing bearish above historical averages. 95% of investors s

last night they might be more immune to a writer strike if, in fact, there is one we talked to ben silvermane composition of overall content leaning more on news and sports and reality unscripted especially even content that's written out but not shot would probably not be shot because the other acting unions in solidarity with the writers. >> they mentioned this on the call, they don't want to see a writers' strike but feel good about where they are with the content and what they have under their belt you mentioned revenue and subscriber growth. the way they paint it in the shareholder's letter it's a great chart which shows that less than 5% of tv screen time in new markets like mexico, poland and brazil, is spent watching tv. which is a huge opportunity for them less than 10% in the uk and the u.s., in terms of streaming of netflix. and these markets are still dominated by linear tv so they see a huge growth runway for streaming adoption and netflix adoption. >> as reed has said years ago, our biggest competition is time. >> sleep. >> in terms of time spent and sleep. >>> before we get to