IMO, Apple will be the company to take down Netflix, for several reasons.
1) They did it with music and know what needs to be done. It is only natural to expand and do the same with video.
2) They have deep pockets and can easily buy up the entire video collections of all the studios. They did it with music (even getting the grand pubah that is The Beatles) and will do so with movies. 900 million was a lot of money for netflix to spend to get access to EPIX. With Apples deep pockets that would be nothing more than chump change.
3) They have the technical and marketing resources to enter this market and destroy the competition, even an established player such as netflix.
4) They have the name recognition WORLDWIDE and the loyal customer base who will dump Flix in a minute should Apple enter this space. I know I would.
IMO, Netflix is toast. You longs can hype this NFLX crud all you want, but the facts are this netflix company's days are numbered. Mark these words.