7 thoughts on “Will video give Cisco a ratings bump?”

  1. I like Chambers’ honesty when he said that his grandkids would best be served by learning Mandarin and planning on working in Shanghai.

  2. By its very nature, a boom will not have much longevity. What should trouble equipment makers about the video boom is that it is mostly about commoditized hardware like switches and routers. Back in the wireless boom things were more about proprietary premium priced hardware.

  3. My children would definitely best be served by learning Chinese. So I have KylinTV (Chinese language over the top IP TV — over the Internet). At 700kbps to 800kbps it also helps drive business to Cisco …

    Even current demands for video (not including HSD) are so strong, that massive IP network upgrades are in the works. Trust me on this — because I’m working on them personally right now. All areas of video service are growing because:

    1. More use of video — increased viewing hours from just one TV to multiple TVs in a household + remote viewing on cell phones and PC’s
    2. Increased use of non-broadcast (Video on demand) across all services — whether youtube, itunes, Kylin, or other.
    3. Increased data rates per video as video quality rises from analog to standard def video, to HD. These are being driven by larger screens everywhere from laptops to TV to cellphones, which make lower quality more evident and less acceptable. And permissible by higher broadband bandwidth in some cases. Ex: recently got a 23″ LCD for my office (complete with ipod dock) for $269.
    4. Increased interactive and localized (ad-insertion). This trend HAS bareley begun, but when it hits — will be big. It will force almost all video (in combination with the above factor) to go unicast, and thereby remove the bandwidth efficiencies of multicast that have kept down equipment costs for years.


  4. Cisco is not the only company that makes routers. At some point someone will unseat them. Don’t you think it’s about time? With all of the potential still ahead of us there is a fantastic opportunity. Perhaps the instructions are written in Chinese but I’m not sure they were originally.

  5. I am getting the feeling we are already in the 1998 equivalent of the last cycle.
    Supercomm/NxtComm is in Las Vegas next year.
    Cisco – Your 3x-5x forecast of traffic growth reminds me of the Internet traffic growth rates being mentioned by UUNET in 19997-1998- 8X a year.

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