I think the O/P is saying - ineptly - that there's a shark in the water. My take is that this or that inst. or hedge f. (obviously, probably multiple ones) is loading up either in anticipation of same or because they share my perception that if you wish you made something on NFLX (or quite a bit more on it), Mr. Market has given you a kind of 2nd chance.
Heck, the tablet market is crowded.... The set-top box market is the opposite. Apple paved the way in this regard. It's like that car commercial ("hardware OR software" - why not "hardware AND software?")
Google bought MOT when there were some carping that Samsung would have to bearhug Blackberry and make GOOG sorry. MSFT brought out Surface when they had to figure that HP and Dell would not be pleased. (On the latter, watch how people ascribe this "whiff" to "poor execution.")
Given TIVO's VERY sweet "niche," FB, AMZN, etc. don't have to strain to see enormous "synergy" opportunities.