Still, 200 million modems just from Arris alone? Astronomical numbers going into this case. Cisco surely has a pretty incredible number to go along with Arris (Comm).
Even if we use 1/4th of those 200 million modems we are talking about a range of $1.344 billion to $5.088 billion according to Teece's valuation of $.28-$1.06 per unit.
Good luck fitting that bill big 13... Awesome to finally see the big boys likely get something stuck to them for once. Screwing us all over with this terrible service and huge monthly payments.
When that earnings call was held, I looked up the price of Arris modems. I think that's where that 2 billion got stuck in my head, 200 million at the lowest price.
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