I think that the big guys (Apple, Microsoft, Motorola, Sony) will ultimately be the winners in the long run in the changing media landscape. They have the relationships, the power to drive out new entrants, and the capital to overcome any lack in ingenuity.
Of the four, I think Apple will come out the best. The market power they gained with the iPod has given them so much cache among consumers that everything they now release (iPhone, Apple TV) turns into instant gold. It will be nearly impossible for anyone else to pry them from atop the gold medal platform. Their only weakness would be a colossal failure in one of their hyped devices (the iPhone, perhaps) that may signal a chink in their design armor and send consumers looking in other directions.
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