Netflix can have users world-wide, while Comcast's non-content-business is restricted to certain geographic areas. That matters. Also, the comparison makes sen

Netflix can have users world-wide, while Comcast's non-content-business is restricted to certain geographic areas. That matters. Also, the comparison makes sense as long as Comcast is purporting to be anything other than a dumb pipe. It's frequently the case than an industry gets disrupted by a company that's "not a competitor". As for me, I stopped listening to FM radio when I got an ipod. Not a competitor? Uhuh.