TV and Video spending will remain flat for at least several years. We are hitting the "forks in the road" when it comes to video consumption. There are some that are taking the left road which is streaming. There are some taking the middle road which is disc's. And you have some taking the right road which is cable and VOD. Some are taking all of the roads, which is why none of the roads will get any stronger over the next few years.

We are also seeing a changeover in how consumers consume video. Cable, VOD, and DVD are weakening, and streaming and disc purchase(specifically Bluray) are strengthening. Unfortunately the strength of streaming and disc purchases cannot counter the loss of cable, VOD and DVD disc revenue. As a result, the industry is treading water right now.

Don't see that changing in the near future.