NEW YORK (TheStreet) -- Early Monday, TheStreet's Robert Weinstein published an article that's worth your time: Is Roku David or Goliath Against Apple TV, Amazon Web TV?
Weinstein does a nice job illustrating the overpopulated streaming television landscape -- with names such as Apple (AAPL) and Google (GOOG) already in and Amazon.com (AMZN) apparently about to enter. He goes on to make an appropriate and very insightful comparison between Roku and Blackberry (BBRY) before pronouncing Roku dead.
If I'm cable, particularly executives at this forthcoming TWC/CMCSA monster, I realize that my set-top box should become something other than an unwieldy, behind the times annoyance. It should provide real value to cable subscribers. In fact, it should be a streamer that offers everything the other guys offer and more, expressly because, as cable, "we" have relationships for content nobody else has.
Weinstein didn't explore that angle, but I reckon it's the one to keep an eye on.
Outside of that, the competition from the major players in tech matters, but it doesn't scare me as much. Roku can compete on its own merits, particularly because it has a solid product. I'm streaming Pandora (P) on it right now. I watch hockey, using NHL Game Center, on it most nights.