More detailed thoughts at the link:
Should media companies fear Amazon? by Ted Chamberlin in Gartner
In weighing both sides, I see Amazon as being a clear and present danger to the established media establishment. Amazon the supply chain in media and entertainment; they might not opt to build every link ( players, mobile devices,) but are keenly aware of how cord-cutters and cord-nevers will be choose OTT video over linear broadcast. Here is a great graphic provided by my colleagues Monica Zlotogorski and Fernando Elizalde on how viewer habits are changing ... "
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