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

To: Elroy who wrote (67068)	2/14/2005 12:04:50 PM
From: faqsnlojiks	Respond to of 77400

Hmmm.... cisco.com and specific to VOD: cisco.com and several NMS products dealing specifically with Cable.

To: Elroy who wrote (67068)	2/14/2005 1:46:17 PM
From: RetiredNow	Read Replies (1) \| Respond to of 77400

Cisco doesn't sell the VOD set top boxes. They sell the backend equipment that shuttles video back and forth over the network. cisco.com

To: Elroy who wrote (67068)	2/14/2005 9:54:43 PM
From: pfalk	Respond to of 77400

Elroy said: Why would it be CSCO equipment rather than SFA and/or MOT equipment? Today Cisco is the biggest Head end supplier of Cable DATA equipment. Motorola makes Customer Pemise Equipment Cable Modems (among other things) If there truly came to be a build-out war between the Telcos and the Cable companies, then Cisco would benefit hugely - but it looks like both those industries are a bit too greedy to get into that. Charging $35 extra for Internet access, when your customer already has your basic cable is INTENTIONALLY aimed at skimming the market, in order to maximize profit and slowing down the need for infrastructure investment. Mind you, I'd do the same if I was a Telco or Cable co. Both those two groups have an existing market to protect (dial and TV), but now it's getting interesting Telco's have tooked at the huge market for Video, and CableCo's are looking at VoIP. Of the two groups, the CableCo's are better positioned in so far that they can easily get into voice without hurting their existing sale of Video, whereas Telco's have a hard time making DSL cheaper without huring their current cash cow: T1 lines (1.544 Mbps @ $500/month - compare to ~1 Mbps DSL @ $35/month) The CableCo's main problem is that they don't really have the telephone infrastructure, i.e. what if there is a power-loss (PUC mandate), how to bill, how to assure QoS, you often need to dial area code even for local calls etc. Most likely you'll see Comcast/TimeWarner buying up one or all of the new VoIP players, e.g. Vonage It will be interesting, and Cisco is likely to benefit to a large extent either way. Peter