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Cisco and Qwest demoed a similar type of system last week during SuperComm2000 in Atlanta. Apparently theres money in eliminating the actual physical films.

Yes Cisco is moving fast in this game. And Qwest seems to be most interested in broadband content streaming, based on their humorous commercials ("Yes we have all movies ever made, available every day, all the time...")

Eventually the movie industry, the theatre industry, and the technology companies must decide on a standard protocol for pulling this off. I foresee hella-huge $ for the winning technology. But I don't nearly see Qualcomm as the favorite if fighting Qwest-Cisco for standard development.

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?

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