really, this shouldn't worry Comcast tho.... everybody with netflix has to have some kind of internet connecton and by in large, high speed data takes less time to recover profitability than cable tv on an install and the total profitability on HSD is more than cable and phone products combined... everybody wins. Last year Time Warner (as an example) lost subscriber base in its video products but still managed to turn a larger profit than the previous year because it expanded its HSD product. Its all in how you look at this. Now if Netflix were to suddenly start providing internet service to go along with streaming video service then the cable companies would have something to worry about. Honestly i think that cable company's by in large have more to worry about from the emerging 3G and 4G markets than from netflix, or other streming video services. As i said its all in how you look at it. What I don't see talked about much here is how inflated netflix has made the streaming video market. as an example the 9ish bucks a month they charge a month is very high considering that most cable companies practically give away nearly 70% of their streaming video product, pay per view aside most streaming video channels on cable come as a sidecar to selling the accompanying product. Don't get me wrong Netflix is a fabulous product and I am a subscriber but it seams a little preemptive to call the cable company's on the decline here.... specifically when you consider the other markets they continue to expand in such as phone, alarm systems and wireless.