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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 77.15+4.3%3:27 PM EST

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To: Victor Lazlo who wrote (52879)5/11/2001 9:50:15 PM
From: Jorj X Mckie  Read Replies (2) of 77398
 
So why would Joe use his computer for movies when he has a home theater system with a 4' screen in the next room?

Faulty assumption....

The underlying concept is true broadband to the home...if you have seen the term "Fiber to the Home" or FTTH, that is what they are talking about. It would be a single connection for all of your communications needs. This would include broadcast (what you get via cable or satellite now), data, telephony. The streaming video would be delivered to the television, not to the computer (not that it couldn't be).

With enough bandwidth to the home, it would be cheaper to deliver over the network, rather than via tape or DVD.

This requires a significant infrastructure buildout for the last mile though...ain't gonna happen overnight. But I do believe that it will happen.
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