I agree. I think netflix has made it quite apparent that they are looking for instant streaming as the model for the future. They already have aligned their website to feature the instant streaming over their mail service, they have teamed up with the gaming consoles to enhance the instant streaming experience and it sounds as if they have made a way for the iPad to have instant streaming.

This change might hurt them in the short run, but I would think Netflix would love to be a streaming only company!