Jeff Baumgartner 12/5/2012 | 4:38:24 PM
re: Open House at Casa Systems? Anyone care to handicap a favorite for Casa?

I realize that Juniper appears to be the odds-on favorite, but I question if they really want to get themselves neck deep into the CMTS biz again.

I'm wondering if it makes more strategic sense for a company like Harmonic, which already has a sizable edge QAM business, but nothing on the core CMTS side. Might get them positioned to address the CMAP's integrated and more modular product profiles. Plus, the size of Casa isn't a bad fit in terms of company sizes that have attracted Harmonic to the M&A table before. JB

ycurrent 12/5/2012 | 4:38:09 PM
re: Open House at Casa Systems? Harmonic's been moving towards software, so Casa's CMTS would be a step backwards. More sense for ALU that is looking for cable entry-points.
pogo 12/5/2012 | 4:37:12 PM
re: Open House at Casa Systems?

I doubt AlcaLu would want to jump in this market.  They have enough trouble already. Why attack the market leaders from a very, very distant 4th place position?  Whoever buys Casa will be doing so because they want to engage MSOs that aren't bought into the current CMTS/CPE supplier paradigm.  I like Jeff Heynen's idea that a Chinese company might acquire Casa to serve the upcoming broadband cable market in China. Huawei and ZTE are obvious choices.  A less obvious choice would be UTStarcom, but there would be some synergies there too.

Jeff Baumgartner 12/5/2012 | 4:37:11 PM
re: Open House at Casa Systems? Getting into CMTS would be at their own peril, for sure, since it's been almost impossible for anyone outside of Arris, Cisco, and Mot to create a sizable business from it. But the thinking for a company like AlcaLu would have to be longer-term to they can get out in front of next-gen CMTS products such as Comcast's CMAP. But it would still be a risky play, I'll agree. JB
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