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Technology Stocks : Cisco Systems, Inc. (CSCO) -- Ignore unavailable to you. Want to Upgrade?

To: Larry Brubaker who wrote (56886)	1/27/2002 10:28:52 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

That's true that adoption is slow to roll out right now and there are several reasons for that. First, it's expensive. At $50-60 for a broadband connection, the masses won't buy into it, especially because the compelling consumer products for the web aren't out yet. Also, it's early yet. It will take time for adoption to ramp up. However, when we start seeing real bandwidth hog products like digital videos on demand for cheap, then you'll see adoption take off. For instance, eventually the cable providers might find that it's to their advantage to combine their digital boxes with TIVO like capabilities as well as a built in cable modem. Then that combined with video on demand and the whole package bundled into your cable bill, will finally bring costs down enough that people will want to go ahead and get the broadband. Then usage of video on demand and other bandwidth hogs will drive internet equipment sales, which will get the whole supply chain pumped and primed, the VC salivating and the economic juices pumping again. It's a virtuous cycle, if they can get it jumpstarted.