Sorry, even if Netflix was used as a front for Hollywood for the DRM in HTML push, this smells too much of a "just following orders" justification - they benefited greatly by bending to Hollywood's wishes !

Also, their subscription model is quite different from plain rentals, and I'm having issues with the renting model anyway... and Netflix isn't so much renting as subscription... and even people that don't follow these issues are starting to realize that a system where there's no "standard" and you have to subscribe to multiple subscription platforms is bad !