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Subject: [IP] Cisco Agrees to Buy Scientific-Atlanta for $6.9 Bln

  • From: Dave Farber <dave@farber.net>
  • To: ip@v2.listbox.com
  • Date: Fri, 18 Nov 2005 16:23:40 -0500



-------- Original Message --------
Subject: 	RE: [IP] Cisco Agrees to Buy Scientific-Atlanta for $6.9 Bln
Date: 	Fri, 18 Nov 2005 15:43:45 -0500
From: 	Bob Frankston <Bob2-19-0501@bobf.frankston.com>
To: 	dave@farber.net, ip@v2.listbox.com



The question is whether Cisco is going to follow the current model with a
proprietary distribution system and a franchise model for TV or will
embrace the Internet as a transport and allow direct delivery of content.
The distribution mechanism and subscription policies are separate.

The issue isn't the set top box per se, it's whether the STB is the
controlling gateway or a device that simply translates/decrypts some
streams into locally usable video.

Encrypted distribution can be decoupled from local DRM policies.

I would feel better were SA to be grouped with LinkSys rather than the
carrier products.

If I want to be optimistic I can hope for a move towards general IP
distribution and away from the Cable and FIOS style partitioning of the
capacity. Even if some of the IP capacity is reserved for business reasons
it's better that the partitioning be done as policy as opposed to being
baked into the hardware.

-----Original Message-----
From: Dave Farber [mailto:dave@farber.net]
Sent: Friday, November 18, 2005 14:08
To: ip@v2.listbox.com
Subject: [IP] Cisco Agrees to Buy Scientific-Atlanta for $6.9 Bln



-------- 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 &quot;major&quot; 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 &quot;no big mergers&quot; 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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