As reported yesterday, Cisco has agreed to sell its set-top box and cable modem business to Technicolor. Three months ago Arris announced that it was to acquire Pace. If both deals are approved and go ahead, there will be a change in the leadership of the video infrastructure market, with Arris taking over from Cisco and Technicolor claiming the #3 ranking according to Synergy Research Group. However, while these deals will be game-changers for Arris and Technicolor, they do not signal Cisco’s
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