Tommy; RE:" SFA "
>SFA will be another supplier other than MOT...
"...Time Warner Cable (TWX), which serves 12 million subscribers in 37 states, is committed to buying 1.1 million (SFA - Scientific Atlanta) set-tops, with an option for 500,000 additional units..."
TERN - Terayon Communications "Terayon develops, markets and sells cable modem systems that enable cable operators to deploy two-way broadband access services. For the nine months ended 9/30/98, total revenues rose from $755 thousand to $18.8 million. Net loss applicable to Common rose from $14.4 million to $41.7 million. Revenues reflect sales of cable modems and headend equipment to new and existing customers. Net loss reflects higher sales and marketing expense due to personnel and tradeshow costs."
CLST - CellStar Corp "is a non-carrier wholsale distributor of wireless phones for Motorola, Ericsson, Nokia, QUALCOMM, Sony and NEC with operations in the U.S., Asia-Pacific, Latin America and Europe. For the nine months ended 8/31/98, revenues rose 26% to $1.35 billion. Net income fell 9% to $33.2 million. Results reflect increased revenues from the Latin American Region due to a promotion by a cellular carrier in Mexico, offset by $9.1 million in losses on the Topp investment."
CMVT + CWP/CWZ -- CMVT now a NAZ-100 component...
CMVT - Comverse Technology "CMVT designs, develops, manufactures, markets and supports computer and telecommunications systems and software for multimedia communications and information processing applications. For the nine months ended 10/31/98 (vs. 9/30/97), revenues rose 26% to $506 million. Net income rose 54% to $50 million. Revenues benefitted from a higher volume of sales of systems and parts in Europe. Earnings also benefitted from a lower overall effective tax rate."
-Steve |
