Netflix has 17,000 titles on instant watch and and 11 million subscribers. I think that's a win for number three. Even though many subscribers only use the dvd-

Netflix has 17,000 titles on instant watch and and 11 million subscribers. I think that's a win for number three. Even though many subscribers only use the dvd-by-mail service, I'd argue that the instant streaming is still "offered" to them as it's included with all of the subscriptions.