Apple, you don't have to worry yet. If Netflix continues along the line of some of the changes they have been making to their user experience, lately, then people will be moving to non-Netflix pastures soon enough.
Recently, I looking into the declining Netflix product experience and you can read it here...
http://tpgblog.com/2008/01/28/that-old-lost-feeling-reintroduced-by-netflix/
Enjoy!
Jeremy Horn
The Product Guy
http://tpgblog.com
Sorry Apple, Netflix Is Just Too Good