Wind River going up, up, up! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Wind River going up, up, up!

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: peter grossman who wrote (8951)	12/25/2000 12:30:53 PM
From: Mkilloran	of 10309

Peter ...great job on the future revenues projections. One area that I think you have underestimated is settop boxes...only 3 million for 2001. Compared to cable modems with the same number for 2001. Settop boxes are being stalled at a rate 3 to 1 to cable modems. Vendors like SFA are growing capacity by 100% in 2001 to 5 million units, many more consumer electronic companies are entering the settop market, Sony, etc.. Today MOT is leader. Here's a survey of USA Interactive TV market which requires settop boxes to be installed before these services can be launched: As an example AT&T's TCI cable will have close to 3 million settop boxes installed by 12/31/2000 and are expected to start ITV trials in Jan 2001...followed by ITV launch across their network later in 2001. Time Warner is installing at a rate of 45,000 a week. Interactive TV Households (in millions) 2000 2001 2002 2003 2004 2005 iTV Households 1.0 5.2 11.6 19.9 29.8 41.1 Source: The Strategis Group, Inc. Worldwide there are over 1 billion TV's that will migrate to digital services over the next 10-12 years..external settop boxes today, intergrated settop boxes/digital tv's in the future.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next