I think the fact that Netflix has been increasing prices faster just means they have had greater pricing power than cable cos. …and, arguably, if Apple, Disney, and the others hadn’t come to market, Netflix would have been raising prices even faster.

If you think how much you are currently paying for the “content” component of your cable subscription, that’s no surprise Netflix is finding that pricing power.

With the likes of LG and Samsung even making their own channel offering available for free (at least on mid/premium TV sets), if Netflix, HBO, Disney, Apple keep raising prices, I suspect the first thing consumers are going to want to do is to stop paying for content from cable cos. (and keep all the premium subscriptions)