"I would expect HP and the other big guys to begin acquisitions..."
Your comments made me think of Kodak and Polaroid. They didn't react quickly enough when digital cameras became popular. Compare their response speed to that of the companies that made film developing equipment for retail stores. They sold big box retailers and drug stores new systems to print from digital media long before film manufacturers got the message. I don't know if the traditional print guys will be able to break out of their established roles any quicker.
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