simeon and let you go first this is a |
4.801 |
Jump to 2.159 |
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would think it's either of the two i |
3.44 |
Jump to 18.88 |
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it's still over 10 billion dollar market |
4.16 |
Jump to 35.84 |
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caught two and a half million people |
2.719 |
Jump to 40.0 |
DATE
two and a half million
|
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would point out two things one |
4.56 |
Jump to 72.72 |
|
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eb to sales basis it's gone from 10 |
6.08 |
Jump to 77.28 |
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times 12 months ago to two times today |
4.64 |
Jump to 80.32 |
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now and then the second thing is if you |
4.56 |
Jump to 86.64 |
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subscription business alone at 42 a |
4.72 |
Jump to 98.0 |
|
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month times two and a half million subs |
4.88 |
Jump to 100.64 |
DATE
two and a half million
|
|
you get to 1.3 billion in revenues uh on |
6.32 |
Jump to 105.52 |
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an annual basis at a 70 margin that |
6.84 |
Jump to 108.72 |
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netflix so 80 a share is our estimate |
4.559 |
Jump to 122.56 |
|
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when they'll have 3.4 million |
5.2 |
Jump to 129.36 |
|
|
subscribers uh ascribing the same 30 x |
5.36 |
Jump to 131.28 |
|
|
multiple you get to a hundred and ten |
4.319 |
Jump to 134.56 |
CARDINAL
a hundred and ten
|
|
stock fallen 80 percent |
4.0 |
Jump to 161.04 |
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