Here's my theory...
You have Sony coming out with "Playstation Now" in the Summer. PS1,PS2 and PS3 games. Why would they have anything conflict with that during it's launch ? They want people paying a monthly subscription. However, does Sony really want to set up a farm of PS1's and PS2's running games via streaming, or how about you just download the game and play it natively in an emulator if it's small enough. For example, when you "stream" Jet Moto, you temporarily stream it, but in the background the full game is downloading, and it will run off the native emulator during any further plays, once it's installed.
Why would Sony waste the bandwidth of streaming games less than 1 gig large ? Why not a temporary stream, and then once the game is fully installed, it switches to the emulator (without the vast majority of consumers having any idea that it isn't just really, really accurate streaming ?