Cisco’s Triple Play Buy

Om Malik writes about Cisco’s purchase of Scientific Atlanta: “Cisco had data, Cisco had voice, and what it needed was video to complete the triple play. So they bought Scientific Atlanta for $6.9 billion….From a strategic point of view, Cisco needed to fill out its cable portfolio with customer premise gear. Scientific Atlanta with its set-top boxes is a good way to get deeper into cable networks. The company has supplied head-end gear and routers to companies like Comcast for a while now. The set-top box is turning out to be the trojan into digital homes. Combine this with Linksys, and things can certainly get interesting!”