Interesting ... Cisco's 128th acquisition is Denmark-based DiviTech A/S, a provider of digital-service management systems. Management 
systems for service providers moving into IP video is an excellent move by Cisco. Even better for users is Cisco new video surveillance modules for the ISR platform. The move to merge physical security over an IP network with the IT network has been a hot topic for a couple of years and the fact that Cisco has designed this product to support non-IP video surveillance equipment will help take the pain out of migration to IP-based surveillance. Downside with the idea: The network had better be hacker-proof (which is impossible, as anyone who has ever watched "Ocean's 13" knows). If bad guys can pwn the video system, they've pwned the IT network, too. Not good.
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Bookham
With the expansion of Video Fiber Optic companies that deal with Cisco will benefit.
Bookham is the one to watch - it's about to turn a profit and this sector is gonna fly.
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