If this rumor is true and Microsoft ($MSFT) buys Netflix $NFLX, sell Microsoft.As @DrewMcVay best explains it:LinkedIn isn't capital intensive -- HUGE difference between Netflix and LinkedIn. LinkedIn I'm not a believer in, but it's a poor man's Facebook in a niche -- however, there isn't tons of capital required to run the business.Netflix? They just borrowed $10bil to spend $8bil just this year in creating content. They lose money hand over fist at a constant rate.Netflix will soon be forced to borrow another $10bil, but my guess is they'll up it to $15bil or $20bil. A decently run company, in an absolutely awful business to be in. I'm sure some shareholder of Netflix who's shares are up 300% will come here and tell me that he's done really well (although he hasn't if he still owns them, paper means nothing). However, just looking at the business itself -- how can anyone possibly say that Netflix has been a success? They lose money and don't look like they are going to make any money. They are in one of the worst possible types of businesses for a few reasons. They have to shell out tons of money to try and make any money.They don't ever actually make any money. 3) In order for them to scale what they currently have to be break-even, they have to literally double their subscriptions. The street goes wild when they have subscriptions rise 1.3% q/q, but they have to DOUBLE -- 100% increase -- in order to be a break-even company. They will run out of money and file BK longggggggg before ever doubling their subscription base.Sell Microsoft if it buys Netflix.Agree?