co-manager of the jacob internet fund, darren chervitz, is watching the competition. >> some companies, such as apple, really potentially have a better competitive position if they want to start getting more heavily involved in this space. streaming is the battleground going forward, and netflix certainly has to be concerned about competition now. >> tom: netflix stock has been a big winner over the past year. look at this move. it has more than doubled. shares came into tonight's report up almost 2% during the regular session. but after the disappointing guidance, the stock dropped 8% to a one-month low. pretty hard drop, clearly one ot watch. the utility sector was the only major stock sector up today. electric utilities found buyers. n.r.g. is at a new 52-week high with this 2.7% gain. first energy jumped more than 2%, just shy of a 52-week high. and ameren added just under 2%. volume on all three was heavier than usual. lots of interest in buying. speaking of looking for safety, gold hit another new high, moving up another $10 per ounce. gold was $1,500 an ounce at the beginning of