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What becomes of Arris CPE biz under CommScope wing?

CommScope and Arris have agreed a $7.4 billion takeover deal. The most pressing issue for us is how CommScope, as a network infrastructure supplier, is likely to accelerate the unraveling of Arris’ focus on set tops, while the Arris network product line will be geared towards complementing CommScope’s existing portfolio, rather than opening up a whole new world of prospects for the world’s largest set top business. On the other hand, there is a slim chance the merger could give Arris scale for a remarkable CPE turnaround to better compete with Samsung, Humax and Huawei. When M&A rumors first swirled a couple of weeks ago, the two firms were similar in size, Arris with a market cap of a little…

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