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This is a lot more ambitious than I was expecting. Basically Cisco wants to offer service providers a new type of pay TV package -- one that the service providers would run and control, but one that's bought entirely from Cisco.
It all really does come back to switches and routers. But it could change the public face of Cisco considerably.
So -- what's the verdict? Would this be a way for service providers to upend the TV model? And is it the right direction for Cisco?