Our discussions with industry contacts suggest that at least one major N. American MSO is working to estimate how much additional capacity may be needed for a new Apple device on their broadband data network. We believe this potentially suggests an imminent launch of the Apple TV, a positive development for ARRIS, who is directly exposed to data traffic growth from incremental IP video streams on cable networks
Kisner's research note is actually addressing the impact on ARRIS, a major communications technology that handles much of the network infrastructure for U.S. cable companies, most notably Comcast. Kisner believes that a forthcoming Apple television product would bode well for ARRIS, as it would force cable companies to increase their network capacity to handle such demands as on-demand HD streams from users of the new Apple product. 
Rumors of an Apple television set peaked approximately a year ago with Steve Jobs having briefly addressed the topic for Walter Isaacson's authorized biography published shortly after Jobs' death. At the time, follow-up rumors suggested that the set could be announced in late 2012 ahead of an early 2013 launch, but talk of such a product has quieted down in recent months amid reports of difficult content negotiations.
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