About to sell off a large fraction of the Netflix stocks I own. Here's why: Netflix started this whole game before the rest of the copyright owners and content providers understood that everything would be moving to the internet period. Now they have been at the wrong end of a lot of distribution right deals. They have been forced to create their own content. Somehow Steve Jobs was able to get around all of this with iTunes and basically get all music every on that sales platform. Now Netflix is just like any other platfrom like HBO or Showtime. Disney will continue to run Marvel and Star Wars into the ground by producing as much cheap content as can be absorbed by the market. All video on demand providers can finance and produce their own shows and movies. It is an interesting business case that the rest of the industry caught up to Netflix, and the result is that Netflix now has to fully shift their business plan to compete with them. The disruptor became distrupted.