Contrary to what I posted earlier, here is a video of a gentleman describing why Netflix doesn't have a 'sustainable' business model.
http://www.bloomberg.com/video/77204910/
This man raises some important issues that I didn't see. No barriers to entry, content costs can only go one way: up, and a few other issues. You should take 5 minutes and watch it.
Cheerio,
EZ
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