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Technology Stocks : COM21 (CMTO)
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To: J Fieb who wrote (107)12/19/1998 10:52:00 PM
From: pat mudge   of 2347
 
Thanks for update on DOCSIS certification. I've been told the same --- that vendors will sell pre-certified systems leading up to the final certification process.

Monday's IBD has a chart listing cable modem stats. Try to get a copy if you can. The online version doesn't include the "Data Bus" column. (Computers and Technology, p. A12.)

Estimates for worldwide cable modem shipments:

1997 --- under .25 million
1998 --- .5 million
1999 --- 1 million
2000 --- 1.5 million
2001 --- 2 million
2002 --- 2.5 million

North America's percentage of shipments:

1997 --- 80%
1998 --- 80%
1999 --- 78%
2000 --- 70%
2001 --- 60%
2002 --- 55%

1997 Top Five Vendors:

1. Motorola
2. Nortel
3. General Instruments
4. Toshiba
5. Com21

First Half 1998 Top Five Vendors:

1. Motorola
2. Nortel
3. Com21
4. 3Com
5. General Instruments

Source: DataQuest

Since CMTO leads in Europe, it's impressive to see North American percentages decreasing year by year, i.e., the strongest growth where CMTO's the strongest.

pat
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