One thought on “Cablelabs Report, Not A Big Deal?”

  1. I believe the situation for cable operators is even more dire than the WSJ represents. More and more video content is unicast (as opposed to multicast) in nature (nPVR; VOD; internet TV; YouTube, etal). This is happening even faster than George Gilder would have guessed. Delivering these unicast video streams over a physical topology tuned for broadcast television, while technically possible in the early stages, will eventually break the network. The AP bit (pretty amateurishly) attempts to back up the cable guys but actually further builds the case that they’re in trouble. If 125-home node sizes are needed within three years (which is likely), the cable guys better start ripping up their networks today.

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