I'm on 1 DVD/Unlimited streaming and given the instant watch availability, it's a steal if you ask me, even with the extra $1. The streaming only plan is going to be extremely attractive to those who use the Roku's, Game systems and ipads.
The extra cost will drive some people away, but it's gonna help the company in the long run. The streaming contracts are expensive and having more $$$ to work with will probably open the door for more to be added to the streaming inventory, hopefully even new releases.
Given how much the entire media world is changing, it's all gonna be about the contracts and who's got the better one with who. Netflix could end up with early release instant watch for one company and BB with another.