Most of attention is on Amazon. NFLX Q3 earnings equaled 30% of Amazon's Q3 net. On a stock exchange basis, NFLX is worth 8-9% of AMZ's total cap. Despite all of the focus on Amazon, it would be wise to expect the unexpected....something like Wally diving head first into this business, pre-empting Amazon's entry. Either way, I think NFLX is worth closer to $25 than $20. This is about to become a very hot potatoe.