How mature is the VoIP market?
Linksys started selling VoIP phone adapters in October. Six months later we had shipped one million ports. That’s pretty fast. It’s faster actually than the iPod in its first six months. The signs are there that it’s growing rapidly. Where do you see Cisco fitting into the VoIP market? It’s only a matter of time before we are the number one telephony player in the enterprise. We are already the number one in IP telephony, but we are in the top three of total telephony in the enterprise. In the consumer space we are off to a very good start. Cisco has tremendous technology in VoIP. We are going to be able to translate that into some significant success in both the consumer and enterprise spaces. A technology that we started investing in about six years ago is now turning out to be something that we are going to be a leader in. Tremendous technology? The Linksys phone adapter that sits under my desk providing my VoIP service today is a pretty dumb device if you look at the functionalitie
