If various states legalize online gambling within their respective borders, what kind of casino software will they likely use? Would it be an already established software like Microgaming, Playtech or an entirely new software? Would they build their own state proprietary casino software?
It's an interesting question, because there are a number of European outfits with prop. software who have already cleared their pre-UIGEA history by paying millions to the US government, so they would presumably be in the clear, especially in partnerships with US companies (think Bwin.Party, 888, Will Hill). For most of this year particularly there have been reports of companies like Playtech manouevreing for position through partnerships with American outfits.
Then there is Canada, where several major providers have established a foothold through the provincial online gambling enterprises - I would imagine they would be keenly interested in entering the US market if they could prove a clean record ito UIGEA.
The US itself has a wealth of software development talent that could deploy into the sector, and some that already have - US Digital for example is a company that has been exceptionally active over the past year in building a professional profile for itself in the US business.
The Aussie provider Aristocrat has a base in the US which it is expanding, and has also been active in partnering with companies like Bally.
And don't forget Fertitta Interactive acquired Cyberarts, whilst IGT and Bally have both been active in building online capability through acquisitions and internal development.
In summary, imo there will be no shortage of online gambling software providers and developers in any US internet gambling market that may ensue.