I'm guessing that of the, maybe, 50 people who hang around the...

I'm guessing that of the, maybe, 50 people who hang around the DVR threads, I will be able to count on my one hand the number who will "get" your cryptic post.

One thing is for certain though: in an industry which is as fragmented as this one is, and is emerging from a period of turmoil which has left demand for the services provided by a company like DVR exceeding demand, little minnows on P/E multiples of 5-8 times have no right to continue existing.

Something will have to give at some point.

Not sure when that point will be exactly, but it will happen.

.