The Comcast/TWC deal should send the signal that content guys need to get big in order to have sufficient leverage. I would love to see a CBS/TWX deal.......CBS, Showtime, HBO, CNN, etc....all under one roof, no carrier would want to lose all that programming. I'd bet Viacom, CBS, Time Warner, Scripps, Discovery, Disney, Madison Sq. Garden, Fox, AMC, etc...are all calling each other up and feeling each other out. Partnerships/mergers will have to follow if the TWC deal goes through. Don't you all think so?
OR........does the TWC/Comcast deal actually WEAKEN the new company's bargaining power. NO WAY will they be able to risk losing customers. HUGE customer base, they could become a utility and grant even more power to quality content.