I knew it would not be easy for streaming to overtake the physical disc. For renting, it probably has. However, there is no one stop shop that allows streaming for all DVD titles out there, and that means fractured market. Fractured market means much slower growth, as one has to stream from multiple sources(which means multiple payments) to get all there is to get. Without a one stop shop, streaming is going to have a tough time going forward. Combine that with bandwidth caps, and one has to raise the yellow flag on future growth.

I predict the cost of streaming is going to go waaaaaay up, no matter who is delivering the streams.