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From: SGJ	1/22/2006 1:43:58 PM
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Cisco Seen Strengthening Position In Video Kate DuBose Tomassi, 01.20.06, 10:49 AM ET RBC Capital Markets analyst Mark Sue maintained a rating of “outperform” on Cisco Systems (nasdaq: CSCO - news - people ), citing the company’s “strengthening position” in video. The research analyst said Cisco’s strengthening position in video looks interesting in light of the pending acquisition of Scientific Atlanta (nyse: SFA - news - people ). He noted that Cisco should also begin to recognize synergy benefits from the acquisition in the second half of 2006. Sue said that IP television activities are strengthening and Cisco may be well-placed with its end-to-end product portfolio. He added that Telco video adoption may enable Cisco to see improving top-line trends during the latter part of 2006 and Cisco may see strong contributions from core customers Telecom Italia (nyse: TI - news - people ) and Swisscom (nyse: SCM - news - people ). Cisco may also be well placed at Deutsche Telekom (nyse: DT - news - people ) as this carrier looks to spend €3 billion on its video network upgrade, according to Sue. The analyst said the Scientific Atlanta deal will likely close by the end of February. A vote on the acquisition at Scientific Atlanta is scheduled for Feb. 2.

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