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Technology Stocks : C-Cube
CUBE 36.52+0.3%Dec 12 9:30 AM EST
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To: Stoctrash who wrote (37886)12/20/1998 8:21:00 AM
From: J Fieb  Read Replies (1) of 50808
 
Some cable modem market data from CMTO thread.....

Estimates for worldwide cable modem shipments:

1997 --- under .25 million
1998 --- .5 million
1999 --- 1 million
2000 --- 1.5 million
2001 --- 2 million
2002 --- 2.5 million

North America's percentage of shipments:

1997 --- 80%
1998 --- 80%
1999 --- 78%
2000 --- 70%
2001 --- 60%
2002 --- 55%

1997 Top Five Vendors:

1. Motorola
2. Nortel
3. General Instruments
4. Toshiba
5. Com21

First Half 1998 Top Five Vendors:

1. Motorola
2. Nortel
3. Com21
4. 3Com
5. General Instruments

Hoping the 3COM/DIVI/CUBE/Pioneer/Zenith/Morecom partnership
plays in this market.

Just having CSCO in talks for GIC raises the valuation of all companies in this arena.

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