SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Concurrent Computer (CCUR)
CCUR 1,940-22.4%Jul 30 2:38 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Goodboy who wrote (6728)1/29/1999 6:31:00 PM
From: The Ox  Read Replies (1) of 21142
 
tm want's numbers, so I'll play along and throw out the numbers that goodboy posted, only using the data provided in this post:

Let's start with the simple stuff. 30-50 STBs per day. Only 8 live systems = max 6 or 7 per day per system. SFA says 33 systems installed currently, so when the other 25 systems start their utilization we can assume the daily demand to be at least 4 times 50 or 200 STB's per day.

Since we don't have complete data I will make assumptions based on Goodboy's post which could be way off but since all we have is this data, it will have to do for now. We don't know if the 89 head end systems are included in the 33 end to end systems but for this post let's assume they are NOT included. As these systems ramp up, we will see additional demand. Lets use the same assumptions from above and figure that when all 89 systems are working that another 500 STB's will be rolled out per day. Now we are up to 700 per day X 6 days per week = 4200 STB's per week.

I'm not going any further with this but I wanted to throw some numbers out, regardless of their accuracy. With 17 MSOs, I think it's safe to assume that there will be a lot more then 125 head end systems. So, pick your own estimate numbers and plug them into your favorite assumption formula!

I think it's easy to see that daily demand for the STBs will grow quickly and I doubt SFA would be making 10K per week if they had any reservations.

Anyone else want to play the #s game???

best regards,
Michael
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext