I think the problem with that idea is that they're likely preparing to sell off the whole DVD business in order to get the studios to stop insisting on Netflix paying streaming licensing royalties on EVERY subscriber rather than just the ones that subscribe to streaming. The problem with that thinking is that Netflix then loses the leverage that being able to say that they'll just offer a disc offers them.

I'm worried that the studios are like the barbarians at the gates of the Roman/Netflix empire, and that the dark ages and feudalism are looming. Hopefully we won't have years of crappy legit setup vs. a much better illegal option before another unifier like Netflix rises.