No, Netflix are interested in providing a streaming service where you rent movies instantly from their catalogue for a fixed monthly fee. Nothing you said changes this.

You also didn't answer my point - if Netflix's model is doomed, why only them? You seem to avoid the idea that the entire sector runs on the same models, so what is Netflix not doing to protect themselves that Hulu, etc. are doing?

I can't speak for Wall Street as I really don't care about that side of things. You do seem to have a massive crush for them over their competitors, though, I'm just curious why that is.

"Netflix is trafficking in a commodity over which it cannot have monopolistic control"

So are a lot of businesses, online and offline. Especially service providers that run using someone else's content/platform. So what?