"Broadband, as quick as it gets, is still going to have some limitations in the short term,"

Which indicates they're gambling (heavily) on broadband speeds going through the roof, so those gigs take a minute to upload.

Further, it says people aren't paying $400 for an application anymore.

In other words, they're going to see a heavy revenue hit soon, a revenue timebomb, and I see their stock price halving.

I don't own any stock, etc, etc disclaimers.