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Maybe you should send your man in the valley, Craig Matsumoto, to investigate.
You are an imbecile.
AAL5
MSO's are going towards this at a very fast pace. IP telephony / ISP / Video over your cable line. These are currently being offered by Time/Warner / Comcast / etc.. and phone services that provide cheap local and long distance calling. They are making the move to the multi-service optical services. Cisco has been providing the capability to do the VOD and IP services. They just are ramping to provide the hardware / software for the current demand.
Just ask you cable company if they offer IP telephony.. and watch them say yes. Your phone company is going to have some competition.
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The newly elected governor of CA is a direct product Hollywood studios. This new head of state did not come through traditional political organizations, nor did the "campaign" rely on broadcast TV political ads for brand creation. This topic event suggests tomorrow's mass media brand creation will require high quality and entertaining video while the 30 second television ad will slowly be losing favor.
Making video server plans and market forecasts accordingly seems prudent ;-)
Significant landscape changes between MSOs, Telcos and Sat players are emerging as...offer stuff the other guy can not offer..i.e..MSOs offering TVOD and MOD is in effect a competitive slant to compete with the Sat players that have been taking significant share away.
Because of that the VOD, MOD, TVOD space is 'heating up' in the MSO space...that coupled with storage, server and networking technologies to provide for the first time.. cost effective and scalable video at $100-150 per MPEG2 D1 stream. No one is there yet...It's an entirely different market opportunity...provide universal converged video and offer that as a service to all takers not just the MSOs...that's the huge op...the next wave