it's very clear, simon, netflix has set a truly new standard for streaming video. >> yeah, i guess the question really, julia, if the stock rose to the upside or downside given you already meant to be like hbo, now prove that you are, being the new -- the new higher bar, if you like. >> well, it all depends on how many new viewers they can lure in. how many new subscribers they can get. simon, a big piece of netflix is the international expansion. that's certainly a big part of this is netflix has announced big plans to expand overseas next year. >> julia, thank you very much. >>> let's bring in jon fortt. how would you address that issue as to where the bar now stands? >> i think the sky is potentially the limit but we don't know the extent to which netflix and others are disrupting traditional media distribution and content. we know what's happening, just not the extent. you think about it, this was not supposed to happen. the whole idea it seemed from facebook, twist twitter, even the stuff that microsoft was doing, that, you know, traditional content where you had actual human beings acting and writing stories, that was so