Cisco To Take On Microsoft in IPTV Space
Cisco plans to come out a big winner as broadband video explodes, noting that “companies are still grappling with how to generate reliable revenue from content that is largely free and often littered with copyright-infringement land mines.” The obvious profit path is to sell intelligent gear, keeping in mind Cisco’s self-admitted plan to support the incumbent vision of a two-tiered Internet replete with “Tollways.” The other way is by walking up and punching Microsoft and Alcatel in the mouth, as they push closer to the consumer and offer IPTV solutions of their own (having bought Scientific Atlanta, KiSS and Arroyo Networks).