The bottom line here is that in the US there are multiple streaming sources of VOD such as Netflix, Hulu, Crackle, Amazon, Vudu, InDemand, Youtube, etc. There is more than enough room for multiple sources of VOD in China which is larger than the US and experiencing unpredicted growth in this area. YOD is in its infancy and will be a major player long term. It has the right leadership and partners. No one should be looking at this as a short term play. This is a long term investment. Don't get rattled day to day or month to month. There is significant upside long term IMHO. Long $YOD