Netflix has delivered their streaming box, albeit without HD for now. Online delivery of HD movies could get very interesting if ISPs go through with plans for bandwidth caps. Those 250GB/month limits wouldn't seem as plentiful with a couple of HD streams thrown in the mix.

"Netflix says that the current library available for streaming to the device includes about 10,000 movies and TV episodes. Anyone subscribing to Netflix can watch as many of the available shows and movies as they want for no additional fees."