This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
See Cramer's multi-million dollar portfolio for FREE and get his new book Get Rich Carefully! Learn More

Avis, Zipcar and the Next Big Wave of M&A

That said, somebody will see value. Buyers will vie for at least parts of the business, if not the whole thing.

It's more sensible for News Corp to continue empire building by collecting regional sports networks, eventually assuming full control of YES (Yankees Entertainment and Sports) and taking Madison Square Garden (MSG) out.

News Corp, Disney, Time Warner (TWX) and Comcast (CMCSA). They're the players. They call the shots.

If regulators allow it, expect a merger between two of the four. Either way, they'll absorb smaller players, entire sports franchises, venues, sports broadcast rights, you name it. And, as they continue to build out to massive scale, you win.

Cable already has you by the short hairs. Despite Reed Hastings' nocturnal fantasies, Netflix (NFLX) isn't changing that game. Intel sure as hell won't. And I don't suspect Apple (AAPL) wants to.

The old guard will change the game when it's ready. It will wean itself off of things like affiliate fees and sweet and easy third-party digital licensing deals (also known as "fleecing Netflix") when it's good and ready.

The old guard will merge and partner and partner and merge to deliver the content people need to see live live and everything else on-demand via multiple platforms. It will look a lot like Hulu. In fact, it might even end up being Hulu. We'll see.

However it shakes out, when the dust settles, we'll have an exciting living room, dominated by a handful of hardware makers (Apple, Samsung, maybe Sony (SNE)), purveyors of awesome user experiences (Apple, Microsoft (MSFT) via Xbox) and the big old guard media names.

Things will change profoundly, for the better, while, in many ways, staying the same.

--Written by Rocco Pendola in Santa Monica, Calif.

Stock quotes in this article: CAR, ZIP, VIAB, NWSA, TWX, CMCSA, NFLX, AAPL, MFST, SNE 
Rocco Pendola is TheStreet's Director of Social Media. Pendola's daily contributions to TheStreet frequently appear on CNBC and at various top online properties, such as Forbes.

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
DOW 16,501.65 0.00 0.00%
S&P 500 1,878.61 +3.22 0.17%
NASDAQ 4,148.3380 +21.3710 0.52%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto
Advertising Partners

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs