Will Netflix become a victim of its own success?
Netflix is gradually moving away from the "mail order" model of distribution toward video streaming. As a subscriber, I'm all for it. But if I were a Netflix stakeholder, I might not be so sure.
"Netflix Partner Says Comcast ‘Toll’ Threatens Online Video Delivery"
Netflix has to be aware that there will be consequences not only as it VASTLY increases the amount of data it transports, but also as Comcast becomes more of a direct competitor. Landscapes shift. Using the internet as a tv network might not remain as affordable as it is today.