I like Netflix as well but they are definitely a long-term risk as their current business model is going to dwindle and on-demand is going to rise. Now they are doing some good stuff in the on-demand space, but they are going to be competing against all the cable providers (some of which are going to be buying movie companies like Comcast). They could also end up competing against Apple or anyone else who decided to get into streaming, they might have first mover but will it be enough? I think Hulu is a sign of how the studios want it to work, they want to own the deliver network so when they have a choice they might start their own and block out netflix.