Harmonic just made the virtual CCAP market far more interesting, cornering a big chunk of Comcast’s business in the sector and effectively saying that it has had Comcast’s help in designing its CableOS software defined CCAP product, taking the entire cable DOCSIS upgrade footing down to COTS (Commercial off the self) servers. The way Comcast signaled this, effectively making Harmonic a favorite supplier and by one analyst’s expectations guaranteeing around $20 million a quarter in CCAP orders, was to acquire warrants in the Harmonic stock. This has become Comcast’s new way of taking the sting out of new capex developments. It pays full dollar for a product, but it knows that if it grants favor to that particular company, the…