John wants more video in 2009

In Chamber's speech at CES he says he expects to make a "stream of acquisitions" with a particular focus on video.


http://www.enterpriseitplanet.com/breakingnews/article.php/3795026

So..the question comes, will this be video conferencing orientated? or more consumer orientated. or both? not sure...but I do know from talking to folks at CSCO that they have a LOT of staff focused on telepresence. And we all know that the true telepresence market is really not that big. Cisco claims 500 systems.... but I know that most of those are at customer sites. I also know that PLCM has sold just 150 of their RPX. So..really... CSCO has a ton of people selling a very expensive product that few will buy at a time when few are going to spend the money. So... they are going to need lower cost products. They need to move into the bread and butter of the market which is normal video conferencing rooms. And...I'm sure...and they've said they will move into the consumer market. With Linksys, they definitely have the maufacturing and channel knowledge to create a consumer hardware based VTC product and be successful at it.

We'll see...

But... in the back of my head..I'm still trying to see if there was any deeper meaning to Mike & Bob @ PLCM making changes to the golden parachutes. Could CSCO be at play for PLCM? They had wanted to buy them prior... and if PLCM dumps their NSD products and becomes an endpoint only company (phones + vtc), i think the marriage could be pretty good. (at least from a product perspective)