I agree with some of what you've written, but I have a few nitpicks from the interviews with their CEO that I've seen, > Hollywood increasingly sees Netflix as

I agree with some of what you've written, but I have a few nitpicks from the interviews with their CEO that I've seen, > Hollywood increasingly sees Netflix as a problem rather than an additional avenue for revenue. The studios may be concerned about creating another iTunes (virtual monopoly) I think they see the NFLX subscriber numbers and are simply looking to get a bigger cut >There's no offline viewing. IMHO Apple will increasingly address this market. Netflix needs to as well. When people are mobile they usually don't have a sufficient data connection, particularly if on a train or plane. I don't believe that is how NFLX perceives itself. They seem to understand their market is a niche, and they don't see themselves as the place to go for the latest TV episodes, for example. >Netflix seems to want to go the HBO route of creating original content. I believe they see their ability to directly negotiate with studios (i.e. content creators) as a major source of leverage when dealing with the content owners moving forward. Edit: Fixed horrible formatting. This was a response to cletus that got interrupted by a minor office fire drill :(