Riding the Cable Consolidation Wave
Cisco Systems turbocharged the cable rollup race by gobbling up Scientific-Atlanta in February. Now Lucent/Alcatel is eyeing a major push into cable following its IPTV and FTTP success with U.S. telcos. Nokia/Siemens could also make a move in an effort to unseat incumbent Nortel, given Siemens’ presence in the PacketCable softswitch market.
Classic cable pure-plays like Arris and C-COR are logical takeover targets. Or they may opt to buy other, smaller firms to beef up against their larger brethren. Other players include cable incumbents Harmonic, Terayon, and Vyyo; VOD suppliers SeaChange International and Concurrent Computer; and billing and OSS players CSG Systems and Convergys.
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— Michael Harris, Chief Analyst, Cable Digital News