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

To: RetiredNow who wrote (67056)	2/13/2005 12:51:48 PM
From: Eric	Read Replies (1) \| Respond to of 77400

Mindmeld, I agree that VOD is happening but what I'm saying is that we don't have the infrastructure to support VOD at HD standards to every house right now. I'm on Comcast here in Seattle and at the best they probably have a system bandwidth of roughly 1Ghz right now.. That's a coaxial hardline system, not fiber and most cable systems in the U.S. are hardline. So we are at least in my technical way of thinking about two generations of IP equipment away from REAL VOD in system bandwidth. That hardline at the very least has gotta be ripped out and replaced with Fiber. Eric

To: RetiredNow who wrote (67056)	2/13/2005 11:47:12 PM
From: Elroy	Read Replies (3) \| Respond to 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....