tech and content are lifelong friends, it’ll work out in the end…

Bernstein analyst Todd Juenger is convinced that, at least for kids’ programmers, and Viacom in particular, the Netflix deals are bad ones, because they train Netflix subscribers and their kids to watch the shows on the Internet instead of on TV.

This makes intuitive sense to people like me, who have kids who watch a ton of Viacom shows — andalmost never watch them on TV. Viacom has said thatthis isn’t the case, but today Juenger has a new note making the same argument, with new data.