I thought I'd throw in my 2 cents here.

We sell a lot of Kaleidescape (IE we're a platinum level dealer) and I can tell you this as an absolute fact: Without exception our customers have been very positive about this news. We started discussing this topic with clients post CEDIA. The overwhelming response from clients all centers around buying many movies at once or purchasing "collections" of films via this new downloadable option. None of them seemed concerned with the download times as they were never lead to believe it was a "streaming" service. If the feature is sold in the proper manner, as a convenient and interactive way to purchase content, adding even more value to the Kaleidescape system.

These clients have money to spend, they tend to be collectors. Spending $2000 by tapping away at movie covers on their iPad won't even generate a moment of pause. Unlike other statements in this this thread I feel that these clients are not that concerned about the instant ability of viewing.