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The article assumes that Netflix's revenue is a function of traffic, not subscribers. Without any data to show that BitTorrent users (a) aren't already Netflix subscribers but (b) would become subscribers if.. something..

it's a meaningless exercise, even before you ask 'OK, what's the something?'

Which they also don't do. In fact, they seem to think that if the MPAA stopped suing file-sharers, the file-sharers would all move to Netflix. I'm not really clear why that should happen.



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