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Technology Stocks : ANTEC Corp. (ANTC)
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To: SemiBull who wrote (839)8/8/2001 3:25:45 AM
From: Arthur Tang  Read Replies (1) of 847
 
The reality is per capita income does not support additional use of $35-50/month of cable VoIP telephony over wired telephony of $25/month basic expenses. The VoIP expenses compares better with wireless expenses.

That is the reason why ATT will not accept more equipment earlier this year, the budget dried up. Now ATT Broadband is for sale even though the debt was reduced from $15 billion down to $13.5 billion by selling off piggyback customers. ATT is continuing to attract piggyback customers with attractive give away of revenue($19.95/month subscription rates until 2002, when they need $60+?/month to breakeven)). New budget for cable equipment is in a question itself.

Equipment design in cable business depends on technology. TSX was forced to merge with Antec because of wrong approach to cable modem or headend. It wasn't using ethernet approach(MP2 data streaming TV on computers technology), which we planned shortly after the merger. VoIP has to be MP3 compression data streaming in realtime(synchronized ATM dedicated channels for bandwidth) before it will be cheap enough to gain wider acceptance. That is a part of the convergence technology blue print(specifications).

I think ARRS has to look at any research organization's reports on future projections carefully, not based on the past, but based on income per capita and future technology acceptance first.
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