From this morning's NY Post...
"Take a good look around the media world -- two years from now many of the companies in the sector will have vanished and those that remain will appear vastly different than they do now.
Comcast's ongoing talks to merge its content assets with NBC Universal marks the beginning of what analysts and industry observers believe will be a massive reconfiguration of the media landscape.
The urge to merge and the temptation to takeover will be too great to resist for an industry that's predisposed to buying instead of building, sources said. And, not unlike what's happening in the pharmaceutical industry, as the economy improves and the debt market firms up, deal activity will increase in proportion."
This may be true, but I think it's also possible that the prices will be so low that non-giants will be able to buy in...and that would be a very good thing.
