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Technology Stocks : Nortel Networks (NT)

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To: stan witter who wrote (1568)12/11/1998 9:59:00 AM
From: Kenneth E. Phillipps  Read Replies (2) of 14638
 
Stan - Some numbers on cable modem shipments from cable data comm news. Of course, Bay Networks is now owned by NOrtel but LanCity will be transferred to Antec next quarter for undetermined compensation to be paid by Antec.

AUGUST 1998 HIGHLIGHTS

Cable Modem Shipments Pass 500,000 Mark
Motorola Cumulative Shipments Exceed 250,00 Units,
Bay Tops 200,000

Motorola Inc. announced it has shipped 250,000 cable modems
worldwide since 1996. The company says 170,000 of the units were
shipped in the first seven months of 1998. If Motorola continues at
this pace, the company could sell more than 290,000 cable modems
this year.

Assuming Motorola's numbers are accurate, the company is the cable
modem market share leader. Bay Networks Inc. is the number-two
player. Bay says it has shipped more than 200,000 LANcity cable
modems to date with more than 125,000 of those units delivered this
year.

Based on the shipment numbers announced by Motorola and Bay, the
total number of cable modems shipped worldwide has exceeded
500,000 units.

Start-up Com21 Inc. says it has shipped 30,000 cable modems since
April 1997, with 20,000 of those units shipped in calendar 1998.
General Instrument Corp. has shipped more than 20,000 telco-return
cable modems to date, while Hybrid Networks Inc., Toshiba
America Inc. and Terayon Communication Systems Inc. have each
shipped more than 10,000 units.

While Motorola has managed to capture a leadership position in the
nascent cable modem market, the company may have difficulty
maintaining it over time. The rapid emergence of the DOCSIS
standard has attracted a long list of capable competitors to the
market.

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