I'm one of those people who only uses streaming, because it helps me not buy DVDs that have no extras or films that will be coming to Blu eventually and I will want to own. I'm hoping that this stuff about "individual marketing budgets" will mean more films available on streaming.

My feeling is that Netflix genuinely believes in this change...to provide some sort of definitive indication of their next step. I read somewhere that Netflix spends a pretty penny in postage (enough so that the article was positing that Netflix ceasing to ship discs could be a fatal blow to the US Postal Service), so I think they're really banking on this either a) turning the DVD-by-mail stuff into a real money-loser so they can kill it without shame or b) that it will ultimately revitalize that part of their business.