Casa's Got a Deal in the House
Via email, Casa president and CEO Jerry Guo confirmed a tip left on the Light Reading message board yesterday that his company is supplying the CMTS component of a Microsoft Corp. (Nasdaq: MSFT) Mediaroom-powered IPTV service that Chinese MSO Guangzhou Digital Media Group just got off the ground. (See Chinese MSO Does IPTV With Microsoft.)
But we are hearing that things are heating up for Casa in other international venues.
An industry source says Liberty Global Inc. (Nasdaq: LBTY)'s UPC cable unit is also high on Casa's CMTS products and is noodling a transition plan that could impair Cisco Systems Inc. (Nasdaq: CSCO)'s market share within the European MSO. But whether UPC can pull it off politically remains the big question, we're told.
Guo had no comment about the purported situation at UPC, but acknowledged that Casa has "successfully launched multiple commercial deployments with tier 1 and tier 2 MSOs in Europe."
So perhaps there is indeed new business to be won for a CMTS newcomer. Does anyone think BigBand Networks Inc. (Nasdaq: BBND) pulled the trigger too quickly? (See BigBand Terminates CMTS.)
— Jeff Baumgartner, Site Editor, Cable Digital News