"We believe Netflix's core competencies in both content and technology will drive a virtuous circle of greater subs and increased viewing time, enabling higher average-revenue-per-user and revenue, which will fuel content spending to attract even more subscribers, and so on," [UBS] said. "Positioning Netflix to sustain its position as the clear global leader in the emerging online video subscription business." - Graham Rapier, Business Insider [via/web:http://streaming-tv.us]
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