No one is banking on that.. I just brought it up as did a few others as a topic of conversation. Apple will have to address their content issue and NFLX would be an immediate response to it. Remember Apple and Disney have a close relationship as Steve Jobs was on their board.. Just connect the dots for argument sake's
AAPL / GOOG / CSTR-Verizon et al will simply search for better content I think. Something NFLX doesn't really seem to have a lot of. I mean what have we heard about "House of Cards" in the last few days or week (besides Hastings). Not much that I can find. And even Hastings is now saying "wellllllll House of Cards isn't the whopper some thought and won't save the day but we sure like it" (I paraphrased).