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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: justone who wrote (8876)10/14/2000 3:51:48 PM
From: MikeM54321   of 12823
 
Re: Motorola (sym:MOT) Q300 CC Notes- Broadband Division

justone and Thread- Well I did suffer through the entire Motorola CC again to pick up the part that interests me the most-- Broadband. Without a doubt this is the fastest growing division in all of MOT. This quarter appeared to keep the trend going.

In Q300 MOT's Broadband division made up about 1 billion out of a total of about 9-1/2 billion dollars in sales.

I picked up an interesting stat. Latin America has 92 million TV households. This compares to roughly the 100 million in....well I forget if it's 100 million in the USA or is it 100 million in North America. Either way Latin America has a lot of TV households too. And to put these two geographic areas in perspective, the ROW has 800 million TV households. So that brings the TAM to a whooping 1 billion TV households.

Of course, if considering strictly the cableco market, you have to subtract out those served by DBS and broadcast TV services. Even with all these incredible stats, the cableco/DBS/TV market as an access technologies still gets very little press.

Apparently MOT is serious about the TAM. They recently purchased the Zenith A-D conversion equipment division that primarily sells into the DBS market. So MOT is serious about getting their equipment into all TV households, one-way or another. Cisco is another LARGE cap company that is also going after the cableco equipment space.

FWIW MOT, via their Zenith purchase, competes directly in the space Divicom(A recent Harmonic purchase) plays in.

The only item I noted that seemed curious to me, is the total lack of any type of DWDM talk out of MOT. I'm assuming it must mean their sales are light to non-existant in this part of the cableco equipment market. Other players in DWDM cableco space are ANTC, HLIT, and now FIBR. I'm not sure how strong SFA is in DWDM for the cableco space. -MikeM(From Florida)

CC conference call
ROW rest of world
TAM total available market
DSB direct broadcast satellite
A-D analog to digital conversion
FWIW for what it’s worth

*****************************

Q300 CC Notes

-$917 million Broadband Sales
-Sales in quarter are up 47% yr/yr
-International sales were 17% of total ($156 million)

-STB quarterly sales up 60% yr/yr
-1.8 million STBs shipped in Q3 alone
-6 million STBs are projected for 2000

-Made investment in European cableco UPC
-UPC has 17.8 million subs

-CM quarterly sales up 400% yr/yr and 50% sequentially(!)
-CM estimates for 2000 are now raised to 3 million
-CM International sales in Q3 were 40%
-Charter to purchase 300,000 by yr end 2001
-ATT to purchase 700,000 by yr end 2001
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