Yes, It's been a while

I have no excuses for going ~90 days without a post only to say that everything has been very busy lately, the economy not excluded. I'll be getting back on the horse and updating more frequently starting today.

I have seen a lot of lip service lately paid to Hulu, Boxee, and others who are bringing content to TVs, usually by hooking a PC up via. an HDMI or DVI cable. *Yawn* - no one is focusing on Netflix, why? While Hulu was out aggregating content and basically doing what-every-single-dot-com-had-done-for-years (ABC.com, NBC.com, etc); Netflix brought streaming to devices. There is a brilliance in the Netflix strategy that is subtle, consider:

• They have created a working device ecosystem (Console, TVs, BluRay Players)
  
• They are actively bringing cable content (e.g., Discovery, History Channel, etc) to a 10ft experience
• It almost appears that Netflix has found a solution to domain DRM; I can register an Xbox, PC, an LG TV, etc. to receive Netflix streaming content. Take this statement lightly as I acknowledge it is not "true" domain DRM.
• The subscription model greatly expands the available content they can license and make available, avoiding contractual conflicts with ad supported sites such as Hulu
  

Indeed, Netflix is the biggest risk to both sites like Hulu and the Cable Companies alike. If Netflix is able to accelerate their content acquisition plans, they could easily build a lower cost competitor to the recently publicized Comcast On Demand Online. In the recession, lower cost will trump premium services as consumers trade down to control their personal budgets.