& cplSiteName &

Cisco & the Moto Split

Phil Harvey

12:15 PM -- In the cable equipment market, at least one analyst says that Motorola's breakup into two separate businesses will create a great opportunity for Cisco to sneak some set-top marketshare -- and get in a few digs at Moto while it figures out how to get comfortable in its new skin.

Inder Singh, an analyst at Lehman Brothers, wrote the following in a note distributed to clients this morning:

We believe the re-organization of Motorola's operating structure is likely to cause some internal disruption within Motorola's businesses, at least while key operating questions are addressed pending the spin-out (brand name, supply-chain rationalization, product roadmaps, and the finalization of new leadership for the business units, among others). Importantly, the business break-up will not happen overnight, and is expected to occur in 2009. In our view, this may create an opportunity (over the next 3 or 4 quarters) for Cisco to take incremental market share in the set-top box market.

Of course, Moto probably won't be as mixed up as Cisco will make it sound. And the breakup does give Moto a better shot at exploiting all the opportunities in the 4G equipment market. But that's the beauty of marketing, isn't it? The perception Cisco creates could become the reality of Moto's customers.

– Phil Harvey, The Editor, Light Reading

(0)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
More Blogs from The Philter
Smart cities are taking shape in small ways, as the technology develops and makes its way to market. Orange Silicon Valley's Will Barkis discusses some of the newer tech he's seeing, where it might be used and privacy concerns that come up.
Ciena's latest acquisition is another piece of a larger back office puzzle for carriers, but the vendor said it's not aiming to become the new OSS stack.
States still have the option of enacting their own net neutrality regulations following today's DC Circuit Court of Appeals ruling upholding the FCC rollback of net neutrality rules.
Ovum Chief Analyst Ed Barton talks to Light Reading's Ray Le Maistre about the services and opportunities 5G unlocks for consumers – and what new capabilities are just around the corner.
The vendor's new XR Optics technology could cut carrier opex and capex in service providers' metro networks. But can the company get everyone else to buy into coherent optical sub-carrier aggregation?
Featured Video
Upcoming Live Events
October 22, 2019, Los Angeles, CA
November 5, 2019, London, England
November 7, 2019, London, UK
November 14, 2019, Maritim Hotel, Berlin
December 3-5, 2019, Vienna, Austria
December 3, 2019, New York, New York
March 16-18, 2020, Embassy Suites, Denver, Colorado
May 18-20, 2020, Irving Convention Center, Dallas, TX
All Upcoming Live Events