Comcast - TWC merger -- Winning a losing bet or last 'man' standing?

There will be a lot written about the Comcast - TimeWarner Cable merger. For those who are interested, read the excellent WSJ piece

Value chain of the media-telecom industry:
Content > Distributor > Aggregator > Advertiser > ISP > Devices > Marketing & Sales > User
Does the merger give Comcast better market power? A $45B bet.

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