Cisco Gives Mo Data

11:35 AM -- I'm watching Cisco Systems Inc. (Nasdaq: CSCO)'s Global Mobile Internet Webcast right now. A few notes:
1) Arielle Sumits, senior manager of service provider marketing, needs a drink of water. I'm just sayin'.
2) Cisco expects that mobile data traffic will exceed mobile voice traffic by 2010. That doesn't sound too shocking, but it is an interesting stat given that most mobile data to date has been extremely low bandwidth stuff like text messages. Streaming music and more video usage are clearly tipping the scale.
3) There's more talk of the mobile industry being a bit more depression-proof. Doug Webster, senior director of service provider marketing, says he doesn't think there's going to be "as dramatic an effect on mobile uptake as there is in other industries." He also notes, somewhat sadly, that the mobile phone "has become an extension of our identity."
4) Our story highlighting some of the other mobile data and mobile video assumptions Cisco is making is right here.
— Phil Harvey, Editor-in-Chief, Light Reading
1) Arielle Sumits, senior manager of service provider marketing, needs a drink of water. I'm just sayin'.
2) Cisco expects that mobile data traffic will exceed mobile voice traffic by 2010. That doesn't sound too shocking, but it is an interesting stat given that most mobile data to date has been extremely low bandwidth stuff like text messages. Streaming music and more video usage are clearly tipping the scale.
3) There's more talk of the mobile industry being a bit more depression-proof. Doug Webster, senior director of service provider marketing, says he doesn't think there's going to be "as dramatic an effect on mobile uptake as there is in other industries." He also notes, somewhat sadly, that the mobile phone "has become an extension of our identity."
4) Our story highlighting some of the other mobile data and mobile video assumptions Cisco is making is right here.
— Phil Harvey, Editor-in-Chief, Light Reading