COM21 (CMTO) 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 : COM21 (CMTO)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: pat mudge who wrote (1997)	3/23/2000 12:51:00 PM
From: lml	Read Replies (1) of 2347

Pat: I'm not as familiar with what Rogers and Shaw are doing as you may be. What's your assessment as to what's going on with our MSO friends to the north and how it may impact CMTO fortunes, as well as TERN's? See dailynews.yahoo.com Granted, the article makes reference to their backbone, but I gotta think extending the fiber beyond the headend is in the works. In my assessment, I would expect both these MSO giants to move to an HFC platform going forward. So much for the "S-CDMA advantage." Some snippets: "As part of the new venture, Rogers will join an alliance announced this week by Shaw with 360networks, formerly Worldwide Fiber Inc., which will see Shaw invest US$100 million in the fiber-optic network company and acquire a national dark fiber network for $225 million. "The pair will route much of their Internet traffic through the fiber optic network, giving them massive capacity to carry data. "Canaccord's Dube said the investment by Rogers and Shaw in 360networks was ``a kind of protection' to ensure the fiber optics firm will have enough capacity to operate their networks and handle the traffic."

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next