I did, I am also basing it on the outcry on social networking sites. 30% may indeed be too liberal, but everything I am hearing says it will be bad. Just in casual conversation I hear EVERYONE talking about it and saying they are going to cancel. Just this morning I was at the post office and there was a long line. A person was there with a package and some letters to mail, including two Netflix DVDs. Someone else noticed and a conversation started up...there were perhaps 15 people in line and 3 spoke up to say they were canceling. I think it is going to be very dark for NFLX.
Almost as pertinent as the guy that posted last week that he overheard someone in the washroom saying that he was gonna short NFLX or some other such stupidity so that made it a great investment decision.