Well that was well written...
But more to the point.
YouTube has a lot of it's own fiber, so it makes sense that the services for ad revenue balance out.
Netflix ... hahaha you just made me laugh.... did you not read the nightmare ???
I have weird views on this entire issue and I respect sides of it so let me vent it out.
the business view is that comcast want's to make money ( and that is a legal mandate of a for profit business ). the subscription model they sell is known as a yield management model, maximize the return for keeping the pipe full.
Netflix model is, get as many people on the pipe and screw the comcast model ( don't go into the box at the hub crap )
comcast sells some cheap transit and netflix bought it from 3rd party.
comcast delivers something to the consumer under the contract it provides, otherwise class action lawsuits would be all over and the model would fail
comcast owns the pipes and the speed which it will deliver it, netflix would love to fill that pipe, and to do so it would have to pay more. Netflix won't pay, and comcast won't deliver. the market will decide in time whom will win.
I think netflix will win in the long run ... ....
Argentina ... how the heck can I legally get money out of the country at the blue rate and not the bank rate. and with the way that country is going, how soon does it become another Venezuela ( which I hope that would never happen, I want to visit soon ) .
that's why brazil is a better investment option at this time, money flow is legal, while if I want to do anything in Argentina I'm screwed. do you know how Porsche transfers it's profits out of BA??? they have to trade the profits with alcohol producers and export it out of BA ... too much work.
things should get better in 14 to 16 months, then performance will improve.