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Cisco Systems’ (CSCO) cloud-based technology is gaining momentum among cable TV customers, says UBS Investment Bank. “We believe an accelerated shift to the cloud is a positive for Cisco, potentially at the expense of Arris (ARRS),” said UBS analyst Amitabh Passi in a research report. Two of Cisco’s customers are U.S.-based Charter Communications (CHTR) and Germany’s Kabel Deutschland, acquired in 2013 by Vodafone Group (VOD). “Cisco is supplying Scalper1 News
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