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Jeff Baumgartner
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Wednesday December 12, 2012 11:38:53 AM
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There is almost no uniformity among vendors on CCAP product strategies...and maybe that's not a big surprise.  All of the incumbents have developed migration strategies so they can hold onto their share and goose capacities before operators truly need products that adhere to the full CCAP specs.  Despite the opportunities that CCAP might provide, I still think new entrants will have a hard time unseating the CMTS incumbents in a big way.

I think the wildcard among those incumbents is Motorola Home, which doesn't have a huge chunk of the CMTS market and we're still waiting to find out its final fate. If Arris ends up with  Motorola Home, what will happen to Moto's CMTS line and its CCAP project, which is already well downstream?  JB



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