David Peterson nailed it in the comments in 2003:

  NetFlix claims to have more than 13,500 titles and more   
  than one million members. You order the movie on the 
  Internet, you just can't watch it until all of the bits 
  of the movie arrive. They just happen to be delivered 
  to your mailbox and you have to put the bits into your 
  computer or dvd player.
 
  -- Posted by David B. Peterson on May 16, 02003 at 12:32AM PDT