This column was originally published on RealMoney on Jan. 11 at 11:50 a.m. EST. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here .

Stop listening to all the claptrap about Apple ( AAPL) and Cisco ( CSCO) and what Cisco really wants: monetary damages, stopping the iPhone and the like.

Cisco doesn't want royalties on iPhone. Cisco could care less about keeping the name iPhone. These theories are all wrong.

Cisco's trying to get cool. It isn't cool now.

Here's the deal: I believe that what Cisco really wants is to have Apple open up the Apple TV device -- the just-announced set-top box that streams video from your PC to your TV -- and other products for Cisco to interface with.

Cisco knows that both Cisco and Apple are going to really go at it in the digital home; we have read that repeatedly in all of the "battle for the digital home/couch" stories. A joint arrangement for the home between Cisco and Apple would give Cisco a real leg up, because Apple has the kids and Cisco has no consumer pull at all in the teenage market, which is, of course, the future.

Teens drive the decisions on this consumer stuff. (Again, advantage Cramer: I have the kids telling me TiVo vs. DVR.) Not the parents. And the teens are the ones who will decide everything when this Apple TV product is good and ready.

No one seems to have focused on this side of the story.

They should; it is the truth.
At the time of publication, Cramer had no positions in any of the stocks mentioned.

Jim Cramer is a director and co-founder of TheStreet.com. He contributes daily market commentary for TheStreet.com's sites and serves as an adviser to the company's CEO. Outside contributing columnists for TheStreet.com and RealMoney.com, including Cramer, may, from time to time, write about stocks in which they have a position. In such cases, appropriate disclosure is made. To see his personal portfolio and find out what trades Cramer will make before he makes them, sign up for Action Alerts PLUS. Watch Cramer on "Mad Money" weeknights on CNBC. Click here to order Cramer's latest book, "Mad Money: Watch TV, Get Rich," click here to order his book, "Real Money: Sane Investing in an Insane World," click here to get his second book, "You Got Screwed!" and click here to order Cramer's autobiography, "Confessions of a Street Addict." While he cannot provide personalized investment advice or recommendations, he invites you to send comments on his column by clicking here.

TheStreet.com has a revenue-sharing relationship with Traders' Library under which it receives a portion of the revenue from Traders' Library purchases by customers directed there from TheStreet.com.

If you liked this article you might like

AAP Exclusive: Cramer on The Stocks On Their Wishlist

AAP Exclusive: Cramer on The Stocks On Their Wishlist

Jim Cramer: Walmart's Woes Tell Me It's Time to Buy Amazon

Jim Cramer: Walmart's Woes Tell Me It's Time to Buy Amazon

Jim Cramer: Don't Wait for Lightning to Strike Deadweight Stocks

Jim Cramer: Don't Wait for Lightning to Strike Deadweight Stocks

Jim Cramer: The Government Should Admit It Goofed With These Crazy Instruments

Jim Cramer: The Government Should Admit It Goofed With These Crazy Instruments

Cramer: Walmart's Woes Tell Me It's Time to Buy Amazon

Cramer: Walmart's Woes Tell Me It's Time to Buy Amazon