Worldwide market share

[Jack]

Lets use this feature to test the markets perception of who will ultimately be the market leader for group video sytems

[mcblokland]

Cisco's interest in this market is only selling more and bigger routers and switches as we more or less mail and use internet the same as a couple of years ago. The "big bandwidth sucking application" will be video...I think their interest in developing more and more products will fade abit going forward.

In my opinion question is who is going to win the infrastructure bit for video...Polycom and TANDBERG are shifting their product strategy towards the center of the network as revenues/ margins are very interesing there and eventually the "intelligence" will be pulled out of the endpoint into the network... who is going to win that game...It will be an interesting game in the next 3-5 yrs.

[Aethra Aus]

Last figures I saw had tandberg larger than polycom in Australia.

[MCN]

Latest numbers suggest Tandberg has almost 40% worldwide market share. Polycom down at 31% - Aethra 2% or 3%
As for thoughts on the infrastructure - I tend to agree.
Latest figures have Tandberg at 49% and Polycom down 22%, RadVision at 18% - so I guess today it is Tandberg - but agree - things will hot up in the core area.
Only speculation with you view on Cisco - is will Cisco just get fed up creating a few products and just buy a company to fill in all the gaps. Clearly they have average to poor infrastructure for video.
I have seen some new terms being bounced around by Cisco - MediaNet - I guess they are getting everyone ready to put in more Cisco gear to manage the networks now that everything has merged.