Again, I'm with you. I believed that hype for a long time now, but the reality is, they don't move fast enough to give Netflix a run for their money. Technology moves at an incredible rate, and these guys constantly fail to deliver on time. That's not going to give Netflix even a wince of concern. It's a nice thought; one I had for a long time myself. There is no way these guys will be a true threat to Netflix in any way, shape, or form. Sad to say it, much to my chagrin, because I really thought they could be at one time. I don't believe it any longer.
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