When I bought my ROKU, I was just about to purchase HBO from Time Warner because I couldn't find anything good to watch on TV. Granted, ROKU/Netflix has a limited selection, but its enough to get by. As content gets better and the masses start going to steaming video, the cable companies get positioned as bit slingers and cut out of the middle of the content cash flow. I'm all for that after the high subscription fees I've paid for crap, but Time Warner, Comcast, Verizon and others are not going to stand for this attack on their revenue streams. Not only do they lose premium subscription revenue, but the streaming is going to consume way more of their bandwidth - especially as better quality HD becomes available. The cable companies will shape the bandwidth or start charging by the gigabit, and that is just a start. Their model is to attack by creating regulations that favor their business model - and that will slow down Netflix and others.
I'm already suspecting Time Warner of shaping ROKU/Netflix traffic. My ROKU/Netflix movies start out at "four dot" quality and quickly shift to "two dot" quality - with the ROKU reporting 0.5 megabits/second throughput at the same time my PC can get 5-7 megabits/second to various speed test sites. ROKU is unusable until the throughput issue is fixed - but neither ROKU, Netflix or Time Warner has determined what the problem is.