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In response to "we're in the proliferation stage right now where everyone's trying to fight out their ground. Consolidation comes later" by Reagen

In the end, it's going to be Comcast, Disney, and *maybe* one or two others as the primaries.

Then, there will be hundreds if not thousands of little ones as niches.

Roku has a lot of these, and they have some strong business models. BOP or ST should do one.


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