Tim Piers: Netflix's first quarter results, they seemed fully caffeinated as well. Shares are down 3% and there's a few things I want to get to with Netflix. It seems like the drop in the stock is tied at least partially to Netflix saying, hey, the crackdown on password sharing? Tim Piers: And yet I'm not too surprised by that, Chris. The tests look very good and I think there were a lot of good signs in this quarter.

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