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Technology Stocks : COMS/USRX
COMS 0.00130-18.8%Nov 7 11:47 AM EST

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To: Scrapps who wrote (915)3/18/1997 2:58:00 PM
From: Dwight E. Karlsen   of 1384
 
Scrapp, by materially insignificant, I mean in the context of the threat represented to other internet access methods. This is the USRX/COMS thread, after all. I could care less how this cable order affects MOT's bottom line.

Yes, I am an accountant, but you obviously are not. Now in respect to how many houses are served by cable, let's take a look at some numbers:

>Time Warner Inc to buy 250,000 Motorola cable modems on
top of its existing contract for 50,000 units. so 300,000 modems, correct?

Time Warner Cable is the second largest U.S. cable
television operator, serving 12.3 million customers in 37
states.<

Scrapps, by my calculation these modems will give access to 2.4%, (decimal form .024), yes that's a whopping two point four percent of the cable subscribers, which is materially insignificant. If you want to tremble in your boots regarding this massive -G- deployment of cable modems, why please feel free, but I am not going to be troubled by it.

DK
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