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Technology Stocks : C-Cor Electronics-CCBL

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To: John Chapman who wrote (140)3/2/2000 3:27:00 PM
From: stockman_scott  Read Replies (1) of 235
 
'Analysts see broadband growth' .......FYI...

<<Analysts see broadband growth fueling equipment firms

The mainstream adoption of high-speed Internet access is imminent, and that means potential growth for makers of communications equipment and their suppliers and for those who invest in such firms. According to a news release from San Francisco-based SECTORBASE.com, its indices show that communications services companies of all types continue to spend on infrastructure that will enable the next generation of cable and digital subscriber line technologies. Over the past month, in the communications equipment subsector, the underlying Wide Area Network subsector index rose 19.4 percent as the cable equipment subsector added 25 percent

SECTORBASE's analysis takes note of the recent unanimous decision by the FCC against forcing cable television operators to immediately open their lines to competitive Internet Service Providers. In addition, Bell Atlantic lost a patent judgment against Covad Communications that was interpreted as a retaliatory suit against Covad's plea for more access to the network's Central Offices (COs). These decisions, SECTORBASE analysts say, help clear the way for cable companies to upgrade their headend and transmission systems and for data CLECs to fill Local Carrier CO cages with access routers and multiplexers. Companies within these subsectors are doing their part to better position themselves for the next wave of orders. Despite a substantial run-up in prices, SECTORBASE analysts see significant growth opportunities for the communications equipment makers and their suppliers.>>

cable-broadband.com

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