I don't think it'll be that successful. Content distributors are most successful by having all content. Content producers are most successful by being on all platforms. Neither entity can be successful by restricting the options of the other. There is a reason Time Warner split in two in the first place.
Also, how has Comcast - NBC Universal materially changed either business line? We don't see Comcast offering only NBC networks, and we don't see NBC networks only available on Comcast.
I'm not concerned from a monopoly perspective. The only segments that AT&T is or would be the leader in is pay tv and landline phones. These are both declining industries, with new technologies that have more customers. Verizon has more cell phone subscribers than AT&T has landline, and Netflix has more tv subscribers than Uverse/DirectTV.
Lifetime Sales Prediction - 6/29/2013
Wii U - 38 million
XBOX One - 88 million
Playstation 4 - 145 million
