> Analysts smell a blowout in the making, and in particular expect customer growth to blow past guidance.<p>They've got about 45% of US households already. I'm not sure how much growth is left for them in the US. I guess analysts are banking on international growth, but I'm skeptical. I wouldn't short Netflix here, but I wouldn't buy them, either. I definitely don't see them as a stronger company than Disney.<p>Disney's got some serious problems in the short term. But with all of their assets and brands, and their new streaming service in overdrive, I simply can't see how Netflix is worth more as a company.