Dude, you're right.
I hope Apple's rental deals aren't falling apart.
I noticed a lot of studios are pushing the rental dates further and further out (presumably hoping more people will buy before they can rent), which I think is pretty lame because it's different than the way they deal with the "old" renters (Blockbuster, for example).
If rentals die, the reason for the Apple TV dies, as far as I'm concerned.
The Disney situation is a bit uncomfortable.