Even watching movies is not EZ. More on NetFlix

Probably the best analysis I've seen to date, found at:

http://seekingalpha.com/article/279599-pricing-changes-at-netflix-reading-between-the-lines?source=yahoo

"The company isn't giving old subscribers preferential treatment. If you do nothing, NFLX is automatically increasing your price to $15.98 from $9.99. This might be why an informal internet poll reported yesterday that 40% of surveyed Netflix customers plan to cancel their subscription.

Reading the tea leaves here, this was a highly calculated move and we see three motives:

1. The change captures a quick buck from the "slow and stupid" subs who don't track credit cards for a while and don't notice the 60% increase in price. Should yield a nice boost in cash flow to fund content deals.
2. By breaking apart streaming and physical delivery plans, Netflix is able to increase price on streaming as content costs rise. The move shelters DVD-only customers from these price increases. The new structure is cleaner and paves the way to future price increases and tiering (more on that later).
3. NFLX was obviously blindsided by the Sony (SNE) / Starz issue which was triggered by crossing 20m streaming subs. By breaking the two apart, it will fall below the 20m subscriber mark and temporarily regain the Sony content and thus increase its negotiating leverage with Sony.

Obviously, the huge risk for NFLX is that a meaningful block of streaming subs may cancel the streaming service (in favor of physical-only or cancel altogether). Given the fixed cost nature of the streaming content deals, this would be disastrous. "

Still: Every analysis that I've seen to date talks about "heavy" users of the streaming service and or "heavy" users of the DVD services and tries to divine what they may do. The analysts are ALL missing the "light" user of both -- the hybrid bundle subscriber that watches 2 or 3 DVDs and 2 or 3 streams per month (me, for instance.) The service and it's convenience were a great value to me at the prior price, but clearly NOT worth $15.98 per month. The analysis above even points out that providing to me the level of service I was paying for essentially cost NF nothing for which they had a sure revenue stream, yet they have chosen to give that up. I don't see how that can be good for business.

I'm sorry, NetFlix, but I won't be one of your "slow and stupid" subscribers.