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Re:Netflix is now worth more than Comcast by greglindahl on Thursday May 24, 2018 @11:44PM (#17150455)
Netflix can have users world-wide, while Comcast's non-content-business is restricted to certain geographic areas. That matters.

Also, the comparison makes sense as long as Comcast is purporting to be anything other than a dumb pipe.

It's frequently the case than an industry gets disrupted by a company that's "not a competitor".

As for me, I stopped listening to FM radio when I got an ipod. Not a competitor? Uhuh.

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