John Jebbia wrote:
Do you think there will ever come a time when a single service, whether it's Netflix or some other company will have EVERYTHING available to stream? I think I would pay tripple, or even quadruple what I pay now to be able to get that.

No time soon.  Eventually, the market will evolve and big companies will merge together and/or acquire little companies.  But not as long as they can be reasonably profitable the way things are now.

Managing Light wrote:
The market may fragment even more: for years, I've wondered when the studios would wake up to the fact that they could put their products on their own servers and cut out the middle man.  Including, in time, HBO, Showtime, etc., as more customers get accustomed to getting movies via the Net.

I think this is likely where it will go.  They don't want to bite the hand that feeds yet, because most cable channels are owned by only a few large conglomorates (Time Warner, Viacom, Comcast/NBC, etc) so they are better off receiving subscriber fees and commercial advertising off of multiple channels, rather than just one or two.  Plus the TV ad rates are currently much higher than web as the media buying industry is slow to adopt. 

Eventually though, I do think HBO.com & ESPN.com will likely start to air their own stuff direct to consumers, among other sites/channels.