They're losing a million customers, but only 200k would be streamers. Now, 800k seems like a lot, but the disc-only crowd also has high expenses because of mailing costs.

It's the 200k streamers who they won't have that I'd worry about. Netflix is changing their business model and the company is screwed if they can't increase the number of streaming customers.

Apple owns the online music business and dictates its terms to music companies. ATM, buying shows online is a tiny market because you can get much better quality via watching it on tv or buying dvds/hddvd/bluray.

Hddvd and bluray are fighting it out for physical media, but 5-10 years down the road compression and bandwidth could get to the point that people can buy the shows online with the same high quality. (This is what Microsoft aiming for). When/if it gets to that point, NBC doesn't want Apple to have the same power over it as they do with the music market.