Cisco bought Scientific Atlanta yesterday for 6.9 billion dollars. Scientific makes cable boxes that sit on your television inside the home.(Motorola are a competitor) Cisco are a routing company.They are betting they can help shape the home network just as they have the internet. They are betting that content in the home is where the action is. Why not?
That box near the TV and its screen is the most important, next big thing, in the home market. Screens are getting bigger and better and cheaper every day. Home theaters abound. Everyone has great sound. Tivo is getting into recording and gatekeeping content in and out of the screen. Generic DVR's are entering the market. It's all baout a better experince and more choice.
Cisco have been internet guys. Now they are cable guys. Clearly they are going to merge the two so their new home boxes can drag content from everywhere and then send it around the home, wirelessly or otherwise. A big move.
