COMS/USRX Message Board

STOCKTALK

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 : COMS/USRX

COMS 0.00130

+18.2%

Nov 3 1:38 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jeffery E. Forrest who wrote (1259)	4/22/1997 10:40:00 PM
From: Jeffery E. Forrest	of 1384

CABLE MODEM COMPETITION: HAYES JUMPS INTO MARKET WITH $179 MODEM Expect cable modem prices to drop after Hayes announcement on Mon of a $179 telcoreturn unit in bulk orders of 10K. Cable modems costs average between $300 and $400, although vendors like General Instrument drop to $200 apiece depending on volume. "I think (Hayes price) is very competitive," says Dataquest snr analyst Lisa Pelgrim. The one major catch with the Hayes announcement: the new ULTRA cable modem package does not support the NCMS cable modem standard that offers interoperability. But Hayes cable modem product group manager Sebastian Pereira tells us the vendor will offer standardsbased modems once chipset manufacturers market a standardscompliant product. Leading cable modem vendors GI and Motorola will see some stiff competition from Hayes and its competitor U.S. Robotics, which announced in March that it will market standardsbased modems this fall. Though Hayes may undercut other vendors in price, Pelgrim says it may be disadvantaged because of MSO relationships with GI and Motorola. Robotics remains the only vendor that plans to market cable modems directly to subs by flooding retail chains in markets where MSOs agree tobuy their headend solution. North America,United States of America CABLEFAX April 22, 1997

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next