Multicast isn't going to help the phoneco atm network.
Indeed, people keep quoting that but it's a bogus argument as nothing will help the phoneco atm network running out of bandwidth other than upgrading it That is happening, unicast/p2p/multicast/whatever, as all this content is raising average user bandwidth
But if you accept that the average user only watches 3-6 hours of HDTV per day, you can spread the load out over 24 hours, the effects on available bandwidth can be reduced. The TIVO model appears to have an advantage for the viewer (a large archive to select from) and for the phoneco's and ISP's at the customer end.
When people have their akamai@home box that'll help for some cases. To say it's a universal fix is a bogus as saying multicast will fix all problems. brandon