[AJ007]

Have you used HBO Go? It works. Its awesome. You can watch almost every HBO show, every episode from every season along with the newest episodes when they air. The catch, you have to have a subscription to a supported cable provider. Thus I no longer have it.

I think HBO has a very realistic shot of hitting it out of the ballpark. They have already proven they are capable of doing it. In a few years I expect most people will just subscribe directly to HBO.

As for Dreamworks, 20th Century Fox, MGM, Paramount, and every other movie studio having their own service, the economics won't work. They will make more per subscriber than they would from an aggregater deal, but they will have less subscribers.

A few other providers might be able to do what HBO can do. Niche providers, like Crunchyroll, will likely do very well.

I expect all of the movie & cable players will make moves on their subscription services. A handful will do a really good job and make out well, the rest will get to sell their libraries to Netflix, Amazon, and may be Google, and return back to what they do best.