Network infrastructure supplier Commscope is circling Arris for a potential takeover bid, according to Reuters. We feel a deal would make sense, giving Arris the scale to compete with the likes of Samsung and Huawei in the set top sector and move into 5G. Both companies are of a similar size in terms of valuation, Arris with a market cap of a little over $4.3 billion and Commscope valued at $4.7 billion, although Commscope’s share price fell off a cliff back in May when it spoke openly of some tough times ahead. Our gut instinct is that, should a deal be agreed, the Arris management team should take charge of the merged entity – judging by its exemplary track record.…