Bob Cringely joins the chorus of people who don't get it. But at least he doesn't get it in a different way.

With Cisco it always comes down to routers and how to get people to buy new ones. That's evident in Cisco's purchase this week of WebEx, where we can expect Cisco to strongly push video services on those two million WebEx customers, straining the system and forcing hardware upgrades. It's not about Microsoft; it's about the routers.

Bob's analysis of the economics of multicast is, well, ... let's just say I'd recommend Kevin Almeroth's analysis instead.