As long as competition is a no show Netflix races higher
We know streaming is growing fast and will continue for many years, and we know, confirmed by the Sandvine study, that there is still very little competition. So $243 may as well be $343, even at $443 the market cap is only $25 billion a small fraction of what the market will eventually be. If the competition can't make any headway now it will be next to impossible as Netflix grows even bigger.
Tech trends and competition change a lot. To me, Netflix isn't like a google or Microsoft, rather more like an aol or yahoo. Just my opinion, probably doesn't mean much. But I'm not as big a fan of Netflix as you or Cramer and a lot of others.