Executive Summary (This is a document excerpt)

Cisco's acquisition of Scientific-Atlanta (S-A) will propel cable operators more quickly into an IP-based infrastructure. Look for S-A to use Cisco's Linksys brand to get into retail, while the combined company will create a full-on push on US telcos that are planning IPTV deployments. Motorola must now leverage its brand strength and innovation in its "Connected Home" division, which competes with S-A.