open, standardized, browser-based model (which will begin with Google TV's launch later this year)
You will then see that anyone will be able to compete with Netflix. I expect to see the cable companies to come on strong with Google TV. Streaming video and a hundred and one business plans to fit everyone's taste will be serious competition.
Cramer said, ignore the valuation. He has also called the real estate bottom about ten times. A real bozo.