Here's a broad list of cable modem manufacturers/vendors (it's about a year old so some decided to get out of the business or were taken over--I'll leave it to someone else to update it):
ADC Telecom, Alcatel, Alexon, COCOM, Com21/3Com, Next Level Systems(after General Instrments split up), Fore, HP, Hybrid Networks(think they bailed out), IBM, BayNetworks (via LANcity acq), Motorola, NetComm, Nortel/Arris, Panasonic, Phasecom, Pioneer, Scientific Atlanta, Toshiba, Terayon, Tytec, West End Systems, Zenith.
I'm sure there are others. The current concentration is on MCNS compliant systems for the US market, but don't be fooled by the first to market game (with telco upstream), e.g. 3com/US Robotics (I don't think that will fly, but just my opinion). Perhaps the leaders in this area will be the chipset manufacturers, since it's a much smaller playing field. Unfortunately, most aren't public companies YET. In this area, Broadcom (to go public early next year last I heard), COM21 (not public yet), Stanford Telecom, Phasecom, and LIBIT (based in Israel) are the primary beneficiaries (in order of my perceived market position at the present time--could change 3 months from now). Broadcom is virtually a pure play, they have some impressive alliances and market leadership--I'll be watching them very closely.
From the set-top box arena, again zillions of manufacturers--I'm concentrating on the Silicon again. This can be broken down a number of different ways, and the list here is massive also. I'll submit this list sometime in the near future. Gotta go.
dh |
