SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Allen Benn who wrote (1325)6/16/1997 8:09:00 PM
From: Richard M. Smith   of 10309
 
Allen,

Personally I wouldn't bet the ranch on cable modems. It is very interesting technology, but I still think its going to take too
many dollars to upgrade the cable networks to carry Internet
data traffic. Case in point, MediaOne (formerly Continental
Cablevision, now US West), needs to spend $500 million to
completely rewire their cable network to carry data according
to an article in the Boston Globe. Pretty obviously MediaOne
can't just justify this upgrade on cable modem traffic alone,
but it will be paid by new TV offerings. This upgrade works out
to $600 per cable customer. MediaOne, has a rich parent with
US West and now Comcast has Microsoft as rich uncle, but what about other cable companies? To illustrate the problem here, I can't
get a cable modem in my town, but my friend in the next town
over can. I've got a different cable provider with a less
wealthly corporate parent.

Richard
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News