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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: transmission who wrote (8556)9/21/2000 9:09:44 AM
From: MikeM54321  Read Replies (1) of 12823
 
"For example, said Breen, Motorola was surprised by the immense demand for cable-modems in North America. "Motorola will supply North America with 8-10 million set-top boxes this year," said Breen. "Our projections a year ago were half that amount." Breen believes this demand will only multiply further as more markets become fully digitized."

transmission and thread- Thanks for the post transmission.

I think Breen is right. The uptake appears to be very high on digital TV.

Although I was discouraged to hear the results of our little unoffical voting here on this thread, that seems to have little effect on what is happening in TV land. Seemed like I was the only one that was amazed at the quality difference between analog and digital. But then I switched from GTE Americast(really an overbuilder) to Time Warner and I ended up agreeing with the popular opinion on this thread. There was NO difference in quality. And as most have stated, DBS is of much higher quality.

So I'm guessing the only reason that the digital take rate is so high is pretty simple-- More channels. Quality apparently doesn't matter. But will the quality of DBS prevail over digital cable? Seems like digital TV is winning as apparently the DBS market is struggling while digital cable TV is booming.

BTW, Motorola's Breen is BIG on getting the Internet to the STB. Lot's of talk from others about "walled gardens," too. It's still not clear to me where this is headed or if the CM network can handle even walled gardens, much less the Internet.

I'm guessing if any interactive services are rolled out in mass on a HFC network, then it'll be good for the metro-WDM equipment market. -MikeM(From Florida)

BTW- by the way
STB- set top box
Walled Garden- a cablecos Intranet to make subs captive to their content
CM- cable modem
HFC- hybrid fiber coax
metro-WDM- Specialized(cheaper) DWDM
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