### Comment:
I agree with you. My brother wanted to watch S3, so did he subscribe? No, he texted me asking for my password. 
  
 You're forgetting the NBC streaming platform, which is taking The Office with it. I'm long DIS and CMCSA, not shorting NFLX but certainly not investing in it.

### REPLY:
I don’t think we’ll see a significant effect from the office and co leaving until it’s actually left. Which isn’t until next year (?). I wouldn’t short it for that right now, but it is a reason I wouldn’t buy it now.

### END.