Looks like CISCO are going for the whole set
My friend just sent me this link
http://www.techcrunch.com/2009/11/02/cisco-shells-out-44-5-million-for-set-top-box-unit-of-chinese-cable-company-dvn/
and they bought Tandberg last month
So what would CISCO want with an STB manufacturer and a playout hardware manufacturer.
I would place bets on them now buying a content aggregation company or distribution channel.
It looks like they are trying to complete the jigsaw
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