Too bad AppleTV. NFLX? Maybe they're an app on GoogleTV. Maybe not. This just shows how fast and easy many companies can jump in and take market share from video/tv/contentdisp. Bid up NFLX at your own risk. This is a split sector with probably 50+ companies jockeying for market share with many of them quite powerful tehcnologically and financially. NFLX will exist for many years as blockbuster did but this time the bricks and mortar biz is replaced by a delivery mechanism that can change 1000 times faster. Apps are making it easy for any content delivery company to add on to any existing system. The Apps built into Samsung and Vizio TV's make this all the more apparent. NFLX has hundreds and potentially thousands of competitors.