If the video conference method ever "took off" there would be an increase in data traffic throughout the broadband network. However, we don't know who will benefit.
We can speculate, but it's much more realistic to see who will benefit by way of revenue and earnings growth caused by increased traffic from video conference data demands if it ever does take off. Or as Mike so wisely pointed out in terms of gorilla gaming - if there is a tornado we'll know about it. Without that demand for video conference data traffic, it's all moot in terms of an investment at this point. In the meantime, the traditional avenues of telephone, FAX, e-mail, courier and face to face meetings via travel seem to remain.
Well, my point was..JDSU has a profitable business or it will when things turn around. If video conferencing took off, that would only help JDSU.
Here's why i feel it could have a huge impact on JDSU
Reality check for video-on-demand
economist.com
What happens, then, if CNN has a 30-second clip of President Bush that 100,000 Americans choose to view at the same time? Even at the lowest resolution, the capacity required is 30 gbps. In other words, that one 3-inch by 3-inch picture on the computer screen is hogging no less than 6% of the entire Internet backbone capacity in North America. Putting that in broadcast terms, where television shows attract not 100,000 viewers but up to 20m at a time, suggests that even modest use of VOD could bring today's Internet to its knees. |
