Taken together with the Scientific-Atlanta acquisition last year, the
Arroyo deal is further proof of Cisco's ambition to run your living room. In
announcing the deal, a senior executive noted that the entertainment industry is
shifting to personalized anything-on-demand with "any content delivered to any
end device." I agree with that assessment, and I believe that Cisco is doing the
smart thing in positioning itself for leadership in that space.
It seems like a good fit because they can go from networking equipment to consumer equipment quite easily. Perhaps we will see a digital set-top box that doubles as a wireless access point sometime in the future.
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