I agree. My point is that the bundling balanced the ROI equation in a way that unbundled things don't. Theoretically this isn't an issue if the market has some

I agree. My point is that the bundling balanced the ROI equation in a way that unbundled things don't. Theoretically this isn't an issue if the market has some sense of value for the unbundled thing...think HBO which is a mid-flight experiment.