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Four quadrant media/tent-pole media isn’t what all hits are, but it is true for a lot of them. I was assuming quality in that regard.

I don’t see any media company including Comcast’s media companies being close to Disney and runner up Warner in terms of content. Which is basically business model at this point. Netflix can’t compare to Disney, but all the other media companies can’t either. They are going to have to do something as well.



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