We all know what $Netflix (NFLX.US)$ does. They just have, I...

We all know what $Netflix(NFLX.US)$ does. They just have, I don't want to say a monopoly, but they have a really strong position, a really strong brand in streaming, in how we consume movies and TV shows now, and a really big advantage over the traditional cable providers, or even the network providers where you had a set time. If you want to see Cheers, you had to show up Thursday at nine. Netflix gives you the power to watch any show you want, whenever you want, any movie you want, whenever you want. It's a lot of viewer flexibility that people really like. Their big competitors, I would guess $Amazon(AMZN.US)$ would be the main one. I don't know that I can prove this, but I feel like a lot of people are probably irritated at how many streaming services they have to subscribe to and keep up with to rebuild their viewing. I assume a lot of people subscribe to two or three of these. They subscribe to Netflix. They probably have Amazon Prime. They might subscribe to $Disney(DIS.US)$ . I don't think Netflix is going to be that one that people cut necessarily. But, I'm not particularly excited by this stock. I think it's a huge company already. It's a $120 billion, $130 billion company, and it has gotten whacked. It's not going to disappear. It's a strong company. I would think there are more exciting growth opportunities over the next five years...