Ooo! Those Nasty Netflixers..., Part 2

The wise and tech-savvy Publius suggests an alternate reason for Netflix' "throttling" policies, beyond capturing more of the consumer surplus (not that there's anything wrong with that): it may be a covert anti-piracy measure. Which makes (partial) sense: if lots of customers always return their DVDs the day after they receive them, which explanation is more plausible, that there are lots of avid-but-not-otherwise-busy movie-lovers out there, or that people are ripping and burning DVDs to watch at their leisure?