Comments on: Cisco and Scientific Atlanta http://www.investorgeeks.com/articles/2005/11/18/cisco-and-scientific-atlanta/ Learning and sharing investment knowledge. Thu, 17 Mar 2011 02:30:53 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: golden spirit poker http://www.investorgeeks.com/articles/2005/11/18/cisco-and-scientific-atlanta/#comment-272822 golden spirit poker Wed, 20 Feb 2008 04:48:53 +0000 http://www.investorgeeks.com/articles/2005/11/18/cisco-and-scientific-atlanta/#comment-272822 <strong>golden spirit poker...</strong> toothpick overwrite recollect ... golden spirit poker…

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]]> By: frank http://www.investorgeeks.com/articles/2005/11/18/cisco-and-scientific-atlanta/#comment-14 frank Fri, 18 Nov 2005 16:07:14 +0000 http://www.investorgeeks.com/articles/2005/11/18/cisco-and-scientific-atlanta/#comment-14 As far as charging a premium, when we're talking about set top boxes, we have to remember that by and large these devices are rented to the consumer. So charging say 15-20/month for one of these all in ones, as opposed to 10 which is what most cable companies are charing for DVR's and or HD (and this doesn't include additional services fees) should be quite easy. With regards to who's lined up to work with Cisco/SA, I know that Scientific Atlanta works with at least three of the largest cable providers, Time Warner, Cox, and Comcast. I'm pretty sure that they provide set top boxes to most other cable providers as well, but I'm not positive. And, as I mentioned, given Cisco's experience with networks I have a hard time believing that they won't produce a version that would work with phone companies' upcoming services. As far as charging a premium, when we’re talking about set top boxes, we have to remember that by and large these devices are rented to the consumer. So charging say 15-20/month for one of these all in ones, as opposed to 10 which is what most cable companies are charing for DVR’s and or HD (and this doesn’t include additional services fees) should be quite easy.

With regards to who’s lined up to work with Cisco/SA, I know that Scientific Atlanta works with at least three of the largest cable providers, Time Warner, Cox, and Comcast. I’m pretty sure that they provide set top boxes to most other cable providers as well, but I’m not positive. And, as I mentioned, given Cisco’s experience with networks I have a hard time believing that they won’t produce a version that would work with phone companies’ upcoming services.

]]> By: Jason http://www.investorgeeks.com/articles/2005/11/18/cisco-and-scientific-atlanta/#comment-13 Jason Fri, 18 Nov 2005 15:37:36 +0000 http://www.investorgeeks.com/articles/2005/11/18/cisco-and-scientific-atlanta/#comment-13 One combined box for my TV, phone, and internet modem would be sweet. I wonder if they will be able to charge a premium for their box. Or is this kind of convergence expected by consumers? The new box will have to cost less than buying all three separate. Even without this kind of pricing power, Cisco/Scientific Atlanta should be able to eat up a lot more of the market share in all three of those hardware spheres. That's enough karma for the deal, I think. I have one question also. We're talking hardware here. What services are lined up to do business with Cisco/SA? One combined box for my TV, phone, and internet modem would be sweet. I wonder if they will be able to charge a premium for their box. Or is this kind of convergence expected by consumers? The new box will have to cost less than buying all three separate.

Even without this kind of pricing power, Cisco/Scientific Atlanta should be able to eat up a lot more of the market share in all three of those hardware spheres. That’s enough karma for the deal, I think.

I have one question also. We’re talking hardware here. What services are lined up to do business with Cisco/SA?

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