I imagine that the $10/mo streaming only price isn't far off what HBO charges the cable companies and that seems to pay for their costs. But the elephant in the room are the ISPs. With only a fraction of the country on 2+Mb broadband and with cable companies and AT&T slapping caps (or throttling streaming protocols) on the rest I'm not sure that Netflix's new business model will be allowed to survive.
Family Rm: Samsung 52" LCD, Onkyo TX-NR809, Emotiva XPA2 & XPA-3 amps, PS3, Oppo BDP-93, FIOS HD DVR, Salk Song Tower-RT, Song Ctr-RT, Song Surrounds, SVS PB12-Plus/2, Velo SMS-1, NeoTV 550, Roku 3, Harmony-1
Bedroom: Hitachi 42" LCD, FIOS HDTV, Onkyo TX-NR906, LG BD370, NeoTV550, 3x Sierra-1 NrT (LCR), Boston VRX srds, Hsu ULS-15, SMS-1, Harmony-1
Home Office: Onkyo TX-SR707, 2x EMP E41-B, Emotiva Ultra 12 sub, and a small media server