most peoplepecific, do not think of apple and google as content companies or distribution companies. at this point, the eyeballs they control probably rivaled those of the studios and television the broadcast networks. and so, i think you are going to see going forward that not only are they using this vast distribution network, but also their balance sheets to actually content ond more their networks. 15 people do not pay that much attention to is google has about $50 billion in cash sitting over 100d apple has $50 billion in cash. that is $200 billion. opinion, it is only a matter of time before these companies actually start contentce the kind of we are going to start to consume the day today. i can get more specific if you want. >> please. pays closey attention to netflix and "house of cards," and "orange is the new black." to most people those are good shows. two people out here, it is quite seminal. it is the first time that somebody other than a cable company or broadcast company has distributed a hit show. netflix is a technology company based in saratoga. think apple and goo