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Technology Stocks : COM21 (CMTO)

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To: OverSold who wrote (610)6/22/1999 9:57:00 AM
From: riposte  Read Replies (1) of 2347
 
COM21 #4

Here's a snippet from "The BROADBAND BOB REPORT", received today:


Motorola opened up the NCTA show earlier this week with an announcement that it had shipped in excess of 750,000 cable modems, up 200,000 from March. According to GecKo Research & Publishing (that's us), the vendor maintains a market leading 44% share.

Of the estimated 1.73 million cable modems shipped to date, GecKo finds the following division of market share between the vendors:

Vendor/Shipments/Share
-------------------------------
Motorola: 760,000 (44%)
Nortel: 490,000 (28%)
Terayon: 145,000 (9%)
Com21: 140,000 (9%)
Zenith: 35,000 (2%)
GI: 30,000 (2%)
3Com: 25,000 (1.5%)
Samsung: 20,000 (1%)
Thomson: 20,000 (1%)
NetGame: 15,000 (1%)
Toshiba: 15,000 (1%)
Hybrid: 15,000 (1%)
Phasecom: 10,000
Rest of the Marketplace: 10,000

The greatest momentum resides with Motorola, Terayon, Samsung, and Thomson.


From "The BOB REPORT", catv.org
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