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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (6382)2/14/2000 2:33:00 PM
From: MikeM54321  Read Replies (2) of 12823
 
Re: US Residential Broadband Stats

Thread-I picked up the following figures from my recent issue of Telecom Investor magazine. They come from a report out of Parks Associates and Allied Business Intelligence. IMHO, of most importance to last mile investors is the almost dead even distribution between DSL and cable modem, with a slight penetration of satellite and fixed wireless access. These ratios are exactly how I'm attempting to distribute my overall investment portfolio.

Kind of interesting they are predicting a $4.7 billion market by 2005 for a product that doesn't even exsist yet. -MikeM(From Florida)

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-PCs will be in 71% of US homes by 2004.
-As of Sept 99, 1.3 million US homes had broadband access.
-Cable modems access claimed 1 million of the 1.3 million.
-Internet access is in 39% of US homes in 1999.

-Interent access will be in 67% of US homes by 2004.
-24 million US homes will have broadband by 2004.
-The 24 million figure represents 34% of homes online.
-The 24 million figure will generate 50% of access revenues.

-47% of the 24 million homes will have cable modems.
-45% of the 24 million homes will have DSL.
-8% of the 24 million homes will have sat/fixed wirelesss.

-"Residential Gateways," hardware will reach $4.7 billion in spending by 2005.
-The US is expected to lead the Residential Gateway deployment with a 59% increase from 2002-2005.
-Europe will deploy, "Utility-centric Gateways," with a 64% increase in shipments between 2002-2005.
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Here's some links to past stats for future reference before they fall out of search engine reach:

1999 US Internet Access Stats(all types):
Message 10564025

1999 US Cable Modem vs. DSL Stats(apparently they messed up):
Message 11027549

Germany's Deutsche Telekom and Britan's NTL cable plant stats:
Message 11029109

AtHome and T's cable stats(which were too high):
Message 11078887
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