Netflix is merely a peripherally-involved third party in the recent Comcast/Level(3) drama. But I guess being a big enough AWS customer might help them get pro

Netflix is merely a peripherally-involved third party in the recent Comcast/Level(3) drama. But I guess being a big enough AWS customer might help them get problems fixed when they arise. I sincerely doubt that Netflix would be acquired by Amazon without a serious downward adjustment to their market cap. Besides, Amazon hosting the entire Netflix infrastructure would present a dramatic disadvantage to any other potential acquirer; in general, M&A yields the best returns for shareholders of the acquired company when there is a bidding war taking place.