Of course Cisco is not alone in this effort, rivals like Bay Networks and 3Com are also offering cable data platforms capable of supporting advanced IP services. However, Cisco is winning the business of other major operators. An edited transcript of the session follows. The cable industry has the potential to capture a true leadership position in the delivery of carrier-class IP services. The current broadband online offerings reach just a fraction of total cable households and we need to move toward a mass market to ensure success.
Cable has a truly unique window where leadership can be achieved in broadband internetworking.
The timing is particularly good given that momentum is shifting very quickly to IP-based solutions as the common underlying foundation for voice, data and video. The answer depends a great deal on your perspective and the service model you analyze. This allows both scope and scale benefits to be captured by the MSOs with products delivered in targeted, branded bundles to consumers. If cable players do not integrate voice and data, the relative economics versus a telco, which will surely offer integrated voice and data, will not be great. Cable has a superb window of opportunity which 1.1 will open.