greg, explain Netflix's exponential growth year over year. Are you predicting that Netflix will become a non issue in the near future? Thats a bold prediction imo
They are well aware of the coming "broadband" movement and are preparing accordingly. For the next year or more the mail-method will continue to grow. They are well positioned to make money now and add the new technology later. They dont need to be a leader, they only need their share of the industry and when it shifts, so will they.