Cisco Agrees to Buy Scientific-Atlanta for $6.9 Bln

[Dave Farber <dave () farber net>]

-------- Original Message --------
Subject: 	[Dewayne-Net] re: Cisco Agrees to Buy Scientific-Atlanta for 
$6.9 Bln
Date:   Fri, 18 Nov 2005 08:28:26 -0800
From:   Dewayne Hendricks <dewayne () warpspeed com>
Reply-To:       dewayne () warpspeed com
To:     Dewayne-Net Technology List <dewayne-net () warpspeed com>
References:     <0IQ500C9US278B1E () mta3 srv hcvlny cv net>



[Note:  This comment comes from reader Scott Berry.  DLH]

> From: Scott Berry <sjb () optonline net>
> Date: November 18, 2005 8:29:15 AM PST
> To: dewayne () warpspeed com
> Subject: RE: [Dewayne-Net] Cisco Agrees to Buy Scientific-Atlanta  
> for $6.9 Bln
>
> Having read three distinct stories in the "major" media about this,  
> I've yet
> to see mention of this as anything more than a simple TV play.
>
> Why aren't people talking about this more as Cisco's beachhead into  
> the Home
> Media Hub market?  It isn't such a difficult leap to see SetTop Box  
> = Home
> Gateway.  They have the in-home networking with Linksys, as well as  
> the ATAs
> and VoIP phones.  Plus, this move solidifies existing channels (and  
> opens
> new ones) to move those devices into homes.
>
> Even without WiFi/STB or STB/VoIP type integrations, this seems  
> like a good
> move for Cisco; but I can't imagine they won't try some integration  
> in the
> future to make these boxes more complicated and improve the margins  
> on them.
> In fact, the synergy possibilities are so good I'm surprised a  
> Lucent or
> Nortel didn't do more to keep this out of Cisco's hands.  No wonder  
> Chambers
> was willing to break his "no big mergers" rule.
>
> Cisco can't help but tackle the consumer market.  Their existing  
> markets
> aren't big enough (and most are shrinking anyway) to sustain a  
> company this
> big with such a large Wall St.-driven growth mandate.
>
>   Scott

Weblog at: <http://weblog.warpspeed.com>


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