Video rentals from iTunes represent just a tenth or so of those recorded by Netflix, suggests Gleacher & Co. analyst Brian Marshall. Apple recently revealed that people are buying or renting about 150,000 movies and 400,000 TV shows through iTunes each day. Assuming that 75 percent of movies and 90 percent of shows are rented, says Marshall, Apple should be serving about 475,000 rentals a day versus Netflix's 5.1 million.