Roku should be worried.
It's difficult to imagine a niche start-up surviving in a space aggressively sought after by Apple, Google, Sony, Netgear, and even Amazon. It would be that much harder for Roku to flourish with growing revenue and margins.
The set-top space is getting crowded. It's something to think about if and when Roku has an IPO.
At the time of publication, Weinstein held no positions in any of the stocks mentioned.
This article represents the opinion of a contributor and not necessarily that of TheStreet or its editorial staff.