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Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 73.99

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3:59 PM EST

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To: yard_man who wrote (52789)	5/11/2001 11:06:25 AM
From: Graystone	Read Replies (1) of 77398

Do you own a theater? or Typesetters needed. It doesn't matter if average joe wants access to libraries or first run stuff, he can't have it. The current infrastructure won't support it. Technical effort inside a single system can make video systems work, proprietary systems can make it work but IP traffic over autonomous systems with any kind of reliability is still not here. Certain consumers in certain markets may enjoy the possibility, but that is it. The future of IP traffic is linked to streaming formats that will gobble up bandwidth, but more importantly, demonstrate the "weakest links" in the network. Sure we have bandwidth glut right now, but why ? Regional carriers with "networks on steroids" have to hand off most of the traffic to other networks, people share time and buy time to make a larger network work and everyone is doing something a little different. Bad decisions made a few years ago (DLC deployment) have restricted sales for a lot of telco's to the most affluent customers, those in new suburbs. Budgets won't allow those decisions to be revisited for years in some cases. Lawsuits are required to decide who has the right to work on your local wire. I am guessing that average joe will take to live streaming media and movie library access like a fish to water. I am guessing that no proprietary system will succeed, it will take many more billions in spending and concerted effort to solve the backbone problems. Local feeder plant is the weakest link in the network today, all the bandwidth in the world is no good if you can't fill it with tributary traffic.

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