To: RetiredNow who wrote (332059 ) 4/6/2007 9:01:08 AM From: RetiredNow Read Replies (2) | Respond to of 1571549 Hi thread, IPTV is heating up very rapidly. This is going to continue to push the bandwidth limits on current internetworks, driving continued gear spending for the foreseeable future. Business is going to continue to be GREAT for Cisco. Check out the forecasts for IPTV... EE Times: Latest NewsIPTV revenue to grow 40x by 2011, analyst says Dylan McGrath EE Times (04/03/2007 11:24 AM EDT) SAN FRANCISCO —The number of worldwide subscribers for Internet protocol (IP) TV is expected to rise at a compound annual growth rate (CAGR) of 92.5 percent from 3.9 million in 2006 to reach 103 million in 2011, as the competition heats up for the delivery of bundled voice, Internet and entertainment services, according to the latest report from market research analyst iSuppli Corp. IPTV subscription revenue is projected to grow more than 40 fold between 2006 and 2011, iSuppli said, rising from $960.5 million to $39.1 billion. "IPTV promises to add interactivity, personalization, integration of voice and data and value-added services to television entertainment," said Frank Dickson, principal analyst for multimedia content services at iSuppli (El Segundo, Calif.). "Because of the wide variety of services offered by the technology, companies from various industries are being drawn into the IPTV/triple-play fight, sparking intensified competition among market participants." iSuppli said cable television and telecommunications providers in North America are battling for IPTV revenue. The cable companies are using their significant installed base of pay television subscribers and fast data rates using their cable-modem technology as they expand their services into data and voice communications, which telecom companies view as "an act of war," iSuppli said. In response, telecom companies Verizon and AT&T are rolling out IPTV services using advanced broadband networks that feature higher data transfer rates, iSuppli said. The cable companies have responded by offering "triple-play" solutions—packaging voice, Internet and television— in order to retain their current subscribers and to attract voice and broadband subscribers away from the telcom companies, the firm added. While some experts are forecasting the demise of the satellite television industry, companies in that area are taking steps to improve their competitive positioning, iSuppli said, noting that DirecTV and Echostar have placed an emphasis on high-definition (HD) programming and the offering of unique content in order to attract consumers who are looking for something different from what will be offered by the cable companies or telcos. As a result of such moves, satellite companies have been able to add impressive numbers of new subscribers, iSuppli said. Using out-of-market sports packages and specialty programming, they have positioned themselves well to appeal to the large portion of the population that is looking for alternatives, according to iSuppli.