Quote Originally Posted by mwilbert View Post
I'm completely convinced that there will be consolidation, but the scale and timing are rather uncertain, and a lot of this is going to be driven by how desperate for savings the various entities are.
I think this will happen sooner than later based on what this year's revenue sharing shapes up to be or not be. I think this is more revenue sharing generation driven that cost reduction driven. The revenue sharing will be the key factor.