Looking at Arris’ results for the 2nd quarter is a bit look looking at an issue of Faultline. There are new products, new technologies, which create acceleration and braking of sales, greater broadband and pay TV saturation, faltering customer growth at the Telcos, and Europe is slow. In a word Arris is in a world and of a size, where every major trend affects it. When we assessed its merger with Pace, and the addition of ActiveVideo, it was clear that Arris now has covered the cloud aspects of this business, but having a decent cloud product line, and turning it into the same amount of revenue or profit as before, is another matter entirely and that will unroll over…