鸭哥，这块业务整个市场有多大，之前$思科(CSCO)$ 有多少收入？
Before joining AOI, McCrum spent 27 years in increasingly senior roles in product marketing and business development for Scientific-Atlanta, continuing after its acquisition by Cisco Systems in 2009. Beginning in 2015 he served as lead of Cisco’s Cable Access Business Unit, where he was responsible for product strategy and execution for all of Cisco’s cable television products. Taking on a wider role within Cisco, he transitioned to roles in business development and strategy for all of Cisco’s service provider network customers. McCrum then served as Cisco’s Vice President of Marketing for two years before leaving Cisco earlier this year.

$康卡斯特(CMCSA)$ $特许通讯公司(CHTR)$ $Altice USA(ATUS)$ 几家catv 都涨得不错，鸭哥是因为什么原因啊？

这个你预估有多少增量？