Feedback on Netflix' Place in The Media Landscape

If you read my posts and tweets, you know that I am an avid observer of Netflix and its ongoing impact on the entertainment business.  I also spend some time chatting about it offline with other folks in our industry.  One of my favorite bantering partners is my friend Jack Wrigley of XStreamHD.  (By the way, XStreamHD is a very cool delivery and management system for HD content.  Check it out