We are not going anywhere here with this dialogue.
Your argument about a couple of fringe players who "could have done" something that you seem not to technically grasp, leaves me unimpressed. If it is a codec that is missing to stream NetFlix video, that can be easily provided for in the next ATV release, if Apple has the incentives to do it. That is a still a big IF...
At this point in time, offering Netflix on the newer ATV is just an "insurance" against Logitech's Google TV and not anything more profound. Apple's most serious competition now is Google as manifested by Android and other "open platform" initiatives. As Android Smartphones continue to grow, watch Apple modify their strategy and be more "inclusive" of others, including Adobe, Netflix etc...