13 thoughts on “Now its Cisco versus Motorola, Microsoft”

  1. Given that it is cisco, i kinda assumesd the VoIP part. I think this is clearly end-to-end IP triple play. I think it is going tp be fun to see who ggets the better of the other…. Moto or Cisco

  2. This move by Cisco is probably going to force the cablecos to finally upgrade their networks to full IP… which, of course, will spur another capx spending cycle for Cisco.

  3. I think VoIP stack will be part of the OS. The DVR is nice but not kewl and certainly not worth the price they paid. Well the Redmond company will give you much more control on your box by means of software solutions.

  4. End to end == sounds very close to vertically integrated — aka p-r-o-p-r-i-e-t-a-r-y. All they need to do now is buy a network (like Corvis did) and we’ll have AT&T.

  5. Om:

    I think you’re right that the Cisco Scientific-Atlanta deal could be the start of something big — IPTV, VOIP and all sorts of things built into a smart set-top box — at the same time as it is a quest for growth by Cisco. I posted a column about it at my blog, which is the online version of my column at http://www.globeandmail.com.

    Mathew Ingram

  6. Cramer today told one of his investors that CISCO paid too much for this old second grade technology company. I think CISCO shot itself in the foot.

  7. A New-Co start-up with the right syndication of capital partners and the rest of the right stuff, could sink both their ships in the triple play with the ‘right business model’, or one would make them rich as the exit strategy would be a quick M & A by Motorola or Cisco to protect what is surely going to be the next super play in the evolving game over eyeballs and their wallets, like never before.

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