[RawAlex]

One interesting thing is that each of these boxes, each of the products attempts to create sort of a "limited" view of the internet, sort of going back to the AOL walled garden approach. I was even looking at some of those internet enabled TVs, and it really seems that companies like Netflix are attempting to obtain a near monopoly on movie delivery.

I cannot picture people buying into a closed system like that.

Myself, I have a "media" PC (wussy little quadcore with a nice video card) that gives me great 1080P display, plays almost anything I throw at it, and gives me full net access. I could in theory add the netflix application, but I don't have to lock myself into it, or Itunes, or any other single provider.

I actually think that in the end, Netflix is likely to get knocked off by someone else who comes up with a better model, finds a way to do it all cheaper, and takes them out on price, convenience, download speed, or quality.