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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 76.07-1.1%Dec 1 3:59 PM EST

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To: RetiredNow who wrote (67056)2/13/2005 11:47:12 PM
From: Elroy  Read Replies (3) of 77400
 
But Eric, VOD is already happening. Most of my friends now get VOD. Most of my friends don't even bother going to Blockbuster any more. All of that is going over Time Warner and Comcast's networks, but alot of that equipment is Cisco Video over IP equipment.

Are you sure? Why would it be CSCO equipment rather than SFA and/or MOT equipment? Those two are the big dogs in cable. CSCO, as far as I know, make a small bit of cable routing equipment, but nothing involving specific applications such as VOD set top boxes....
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