We have now entirely reversed our snap judgement on Arris, having suggested that it had only bought ActiveVideo in order to push its promise of cloud performance to the back of the queue – it appears now that the reverse is true. Far from pushing its head deeper into the sand, pushing the belief that set tops will live forever, Arris seems to have gone on a buying spree, while its share price is riding high, which will place it at the heart of future pay TV strategy. And why not? Comcast has a seat on its board and we should assume that this provides a clear back channel to the direction of its product development. Buying Pace seems a…