Shipwreck,

I don't think the Netflix CEO was comparing Qwikster to those companies. Here is the exact quote.

Quote: For the past five years, my greatest fear at Netflix has been that we wouldn't make the leap from success in DVDs to success in streaming. Most companies that are great at something – like AOL dialup or Borders bookstores – do not become great at new things people want (streaming for us) because they are afraid to hurt their initial business. Eventually these companies realize their error of not focusing enough on the new thing, and then the company fights desperately and hopelessly to recover. Companies rarely die from moving too fast, and they frequently die from moving too slowly.

I think his point was, those two companies were great at something, but they failed to adjust to the market and died. I don't think he did a great job of communicating that however. Just like he's not doing a great job of running his company, the shit Netflix is doing is just stupid.