Comments on: Now its Cisco versus Motorola, Microsoft

By: Motorola Creates New Divisions in Advance of Split - GigaOM

Motorola Creates New Divisions in Advance of Split - GigaOM — Mon, 28 Jul 2008 22:29:00 +0000

[...] for a rich valuation as information technology companies seek to get a toehold in the home market; Cisco’s $6.9 billion buy of Scientific Atlanta is the most obvious example. Companies such as Dell and HP are eying the convergence of consumer [...]

By: Richard Lynes

Richard Lynes — Fri, 24 Feb 2006 17:43:14 +0000

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.

By: John

John — Sat, 21 Jan 2006 19:32:05 +0000

I bet the broadband companies will keep them from making too much progress!

By: end of Wires » Blog Archive » Cisco entra en el mercado del triple Play

Thu, 01 Dec 2005 04:29:38 +0000

[...] OM [...]

By: Khabri

Khabri — Tue, 22 Nov 2005 06:45:50 +0000

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.

By: mathewingram.com/work

mathewingram.com/work — Fri, 18 Nov 2005 21:05:24 +0000

Cisco wants into your TV

Despite its enormous size at $106-billion (U.S.) its market capitalization is just a little short of Google and a cash-rich balance sheet, networking equipment giant Cisco Systems has shied away from the kinds of giant shopping...

By: Mathew Ingram

Mathew Ingram — Fri, 18 Nov 2005 21:04:36 +0000

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

By: Victor Blake

Victor Blake — Fri, 18 Nov 2005 18:52:08 +0000

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.

By: Khabri

Khabri — Fri, 18 Nov 2005 18:51:59 +0000

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.

By: Robert Young

Robert Young — Fri, 18 Nov 2005 18:24:08 +0000

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.

By: Om Malik

Om Malik — Fri, 18 Nov 2005 17:08:35 +0000

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

By: Ratana

Ratana — Fri, 18 Nov 2005 16:53:04 +0000

Cisco again yes integrating VOIP will be great !

By: Michael Parekh

Michael Parekh — Fri, 18 Nov 2005 16:40:35 +0000

Good post…and let’s not forget integrating VOIP.