My instinct tells me that this is a positive development for the Squeeze
line.

I would bet that Logitech/SB rarely loses potential sales to
competitors. Because, there are few competitors and few sales. This is
a niche market that isn't very large or well known. Greater success
must come from increased mass market awareness and penetration. The
geek and audiophile crowds (that is, those audiophiles who accept
digital music, many do not) are too small to provide much incremental
market opportunity.

Most of the market only knows about ripping CDs to put them on iPods.
That's why iPod docking stations are everywhere and outsell SBs -
people have their music on their iPods. It's a dead-end street, they
don't realize there is more that can be done. 

Cisco will contribute to more noise. If, being pessimistic, Cisco wins
most of the market growth and SB only gets 20 percent of the increase,
that's still 20 percent of a sales opportunity it wouldn't have had
otherwise. But I don't think that will happen, I think this product
line is very competitive now and as-is.


-- 
Goodsounds
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