Business Week has a good article pointing out that ever-faster home connections don??t solve all the broadband problems. Traffic jams upstream in the network often mean that even someone in Japan with an 11mbps connection might actually watch video at less 5 percent of that speed.
That means that companies like Cisco (and Akamai Technologies, and peer-to-peer content delivery companies like Red Swoosh) have their work cut out for them. The entire network, from servers to home connections, need to be studied in order to provide smooth data flows.