Interesting People mailing list archives
Cisco Agrees to Buy Scientific-Atlanta for $6.9 Bln
From: Dave Farber <dave () farber net>
Date: Fri, 18 Nov 2005 14:08:15 -0500
-------- 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 comSubject: RE: [Dewayne-Net] Cisco Agrees to Buy Scientific-Atlanta for $6.9 BlnHaving read three distinct stories in the "major" media about this, I've yetto 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 opensnew 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 Chamberswas 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 thisbig with such a large Wall St.-driven growth mandate. Scott
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- Cisco Agrees to Buy Scientific-Atlanta for $6.9 Bln Dave Farber (Nov 18)
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- Cisco Agrees to Buy Scientific-Atlanta for $6.9 Bln Dave Farber (Nov 18)