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Technology Stocks : Concurrent Computer (CCUR)
CCUR 2,2550.0%Jan 16 9:30 AM EST
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To: Christiaan McDonald who wrote (6965)2/9/1999 9:24:00 AM
From: Goodboy  Read Replies (1) of 21143
 
With the conference call yesterday, I forgot to post an update on the Cablelabs meeting that was held.

Cable modem standard have been agreed upon to get the modems to retail by year end. Some have already been shipping.

IP telephony will likely be delayed in that they have changed strategic direction. Rather than competing on cost, MSO's will likely offer enhanced services (multiline calling, conference calling, video conferencing, etc). Commerical roll out likely pushed to 2001 or late 2000.

Digital set top second generation box has been agreed upon. The key here is that these boxes will work with any of the operators systems, thus allowing boxes to be sold at retail rather than by MSO. It also increases competition by allowing more offerings into the field in 2000. Interestingly (but not surprising since SFA is the systems integrator for Cablelabs) the specs are basicly the current design and standards of the Explorer 2000.

First two interactive services to be deployed are VOD and interent over TV (all operators will be deploying cable modem services on varying timelines). Other services, including IP telephony will be layered on later.

Not much else to report.
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