Was on a few minutes ago. Analyst Richard Tullo says the BIG Netflix problem is cash flow...which they have little of. He went on to say when DVD's fade away within 5 years NFLX would need 4 streaming subscribers to make up for each lost DVD subscriber just to break even...Greenburg seemed to agree...I think. Tullo's PT on NFLX = $68. It should show up on CNBC's site soon.