Netflix dropped 11% at the open Friday, erasing roughly $100 billion in market value in a single session. The trigger was not a collapse in the business. It was a third-quarter revenue guidance figure of $12.86 billion that came in approximately $140 million below what Wall Street had been expecting. To put that in proportion, the guidance miss that wiped out $100 billion in shareholder value represented barely 1% of the number analysts had modeled.