Netflix is a very good service for some. But it is an add on, not a substitute for most people. Will that change? I guess time and costs of the internet and services like Netflix will help determine that. But bundling does save money whether people want to believe that or not. I believe for TV shows Amazon, Netflix, Itunes etc.. are going to have to come up with their version of packages if they are to replace traditional carriers.
Netflix already has as many subscribers as any of the traditional carriers. They are steadily growing while the traditional carriers are starting to stagnate and even shrink a little. I'm not saying that Netflix is a going to give you the same experience as Dish. You can't replace an $80 bill with an $8 bill an expect the same type of service. What they are doing is working though. I think they would be crazy to try to replace that with packages and try to emulate the traditional tv providers. If they do that there would be no reason to leave your provider for them. They are offering something different and people obviously like it or they wouldn't have twice as many customers as Dish.