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I own ROKU shares and I think they will be bigger than Netflix also. I also think one of the biggest channels will be Google TV.

I've noticed just a small trend among my age group who were on cable and are now switching to Google TV because they can get the same channels that they were watching on cable there for less than cable. Also the whole YouTube generation will be on it.

So I think Google(Alphabet...whatever) stands to win also along with ROKU although I currently own no GOOG/GOOGL

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