"So far, when it comes to making money, the online video explosion is mostly about potential. Studios selling TV shows and movies for download, and Web sites like YouTube that link ads to user-generated content, stand to reap billions from the Internet's hottest trend.
But a select group of companies whose products exist largely outside the public view are already profiting handsomely. Led by industry powerhouse Cisco Systems Inc., the network equipment makers are seeing their gear snapped up by service providers who must upgrade their networks to accommodate surging Internet traffic and booming broadband demand."
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