The New Orleans launch represents the first step in BellSouth's plan to
deliver home entertainment service to its customers. BellSouth now
offers video service selectively in multiple markets in the Southeast
reaching more than 400,000 homes. In 1998, BellSouth plans to begin
offering its home entertainment service in areas covering more than two
million homes in Atlanta, Orlando, Jacksonville, Daytona and Miami.
John Rieman, Have you seen anything as far as when these other cities will start deployment? Does this news release by Zenith suggest all is ok for Divicom on the Americast project? Thanks.
This is just BellSouth's deployment. Americast in Ameritech's area is more agressive. Look for MI, OH, Chicago deployments in the 1st 1/2, '98. Cable's got to stay ahead of these telcos. They are finding local telephone harder than they thought. And the GI boxes will be obsolete by May.
And yes, this is a good sign that the boxes announced in August, 1996, are indeed shipping in volume. The next thing to look for is ZE adding more capacity for manufacturing. The Mexico plant can put out 60K units(I think) per month. When we see more capacity, we'll be appoarching 200K per Q. |
