NEC Share Price Drop Today, page-46

the time is now right for the second stage of the internet
first stage people like Netflix, Google got the technology advantages and aggregate contents and profit
but now we move to second stage where the content owner start using the same technology and sell their content directly to
consumers.

In this stage if you don't own the content you are at a dis-advantage and I am pretty sure Netflix know that, that why they rushing like mad to create their own content but that takes a lot of capital and they are decades behind to the people like Disney and Nine where we already has a large content of library build over many decades and now they only to unlock value and use that against the first stage mover.

The old paper will be revive via digital subscriptions, our programs will stream via site like 9now as we owned all those contents and we are taking it to stage 2 and you already see the fruit of this second stage, revenue and margin expanding fast.