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Technology Stocks : Cisco Systems, Inc. (CSCO)

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To: Zoltan! who wrote (11628)	1/16/1998 4:37:00 PM
From: aladin	Read Replies (1) of 77400

Duncan, On DVD - several things that I learned - its brilliant, the software isn't all there yet (like thats a new phenomena) and its a wonderful source for MPEG2 demo's. What do I use MPEG2 for? Demonstrating video over IP. I was asked to design the network and manage a rollout of an all digital ISP (16,000 ISDN B channels of capacity on day1 moving to 48,000) and used my DVD for pushing video over IP using multcast to drive the network. The CEO of our client who came to see the ISDN demo was not expecting to see the directors cut of Bladerunner running on a 21" Trinitron in full stereo. ATM video with its guaranteed quality of service is currently better for voice and video - but the economics and development efforts are all on IP. I can envision video distribution driving capacity issues on the internet and on ISP backbones by 2 to 3 orders of magnitude as this takes off. Voice will be important, but I see video as being the real driver (interactive video on IP replacing voice as a PC becomes a video phone). Comments? John

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