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Anybody here followed this closely enough to see a value chain developing behind one
camp or the other? Are there reasons to believe Qualcomm's or Cisco-Qwest's solution
is superior to the other?


Dan, so far, Kodak, Technicolor, Cinecomm, Texas Instruments (who have refrained from announcing any alliances as yet) and Hughes/JVC have either demoed or announced alliances with Qualcomm. Oh, and GEORGE LUCAS, and Hollywood is nothing if not follow-the-leader.

I plan to address this in my report. I'm still gathering info.

As for the Qwest-Cisco aspect, there will be many layers to this technology adoption life cycle, Qualcomms is primarily in encryption/compression software/hardware where they largely will compete with MPEG which is an open standard (and IS currently the standard).

More later.

Tim
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