Friday, September 01, 2006

Light Reading - Video - Motorola, Cisco Buyouts Vex VOD Market - Telecom News Analysis

"The wheeling and dealing in the cable video-on-demand (VOD) market may have only just begun. Now that Motorola Inc. (NYSE: MOT - message board) and Cisco Systems Inc. (Nasdaq: CSCO - message board) are preparing to take the plunge into the market by buying hot startups, market analysts, investors and other industry sources are buzzing about who the next takeover targets will be.
Most of the fresh speculation is focused on the two current VOD market leaders, SeaChange International Inc. (Nasdaq: SEAC - message board) and Concurrent Computer Corp. , because of both their visibility and their vulnerability. In the most widely discussed scenarios, sources see Comcast Corp. scooping up SeaChange and Arris Group taking out Concurrent. "

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