Harmonic (HLIT) did not get mentioned directly on Cisco's (CSCO) conference call, but Cisco CEO, John Chambers again said that video is driving network demand. He added that the growth of traffic generated by video will lead consumers to drive more Internet traffic this year than businesses for the first time ever. It is insights like this that make me thing Harmonic is going to have an excellent year, in spite of the disappointing gross profit margin in the March quarter.