Some market watchers are probably puzzled by the recent buying of QFX. Being an investor as well as a customer, the most obvious value in the company besides a good streaming infrastructure and associated agreements is the DVD/Blu Ray rental by mail component and the new Sydney distribution center. That's something Netflix doesn't have in our Aussie market like they do in the US. So, in my opinion, if a company like Netflix wanted to acquire that capability, they'd be buying Quickflix.
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