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Andrew DeGasperie of Macquarie Research asks about backlog in commercial airlines. $VSAT said JetBlue has been adding aircraft. JetBlue completed its regional expansion and has talked about adding planes to its fleet. $VSAT has been adding to the United and Virgin America fleets. The biggest lump of backlog is the American Airlines 737.
$KMB down close to 4% after it misses on earnings and revenue. Forecasts are lower for the year.
It is official, with $T buying $TWX, it looks like distributors want to own the content production too. Expect some good competition between Netflix ($NFLX), AT&T, Comcast ($CMCSA) and others. However, will this be good for the consumers will not be decided soon.
$NFLX a monster move, going up. Expect making some money on Monday.