Some analysis from Upside....
upside.com
Comcast Corp. Microsoft Corp.'s investment in
Comcast fueled the cable industry's resurgence. The
company then went on to make a fortune on Teleport
Communications Group Inc. when it was purchased by
AT&T (Comcast was a Teleport investor). Comcast's
management, however, is spotty, and the company
blows hot and cold on new technologies.
Market
Share
Innovator
Overseas
Alliances
Management
Overall Score: 2.8
MediaOne Group Inc. No longer owned by a phone
company, but can this cable company lose the telco
mind-set and become a true "broadband" company?
Along with Cox, one of the two best-run cable
companies in the business.
Market
Share
Innovator
Overseas
Alliances
Management
Overall Score: 2.8
CUBE/DIVI still isn't on enough radar screens, like Upsides segment on CABLE and DBS equipment. It pays to be an underdog that is embracing
"open solutions"...............
upside.com
he Annual Upside/Downside
Page 13: Cable and DBS Equipment
When Bill Gates plunked down a billion dollars for a
stake in Comcast Corp., the entire industry benefited.
And the cable equipment market remains robust
because so much infrastructure has yet to be built.
Assume that half the 65 million cable-equipped
households need an upgrade and that this upgrade will
cost $1,000 per home: That equates to a $30 billion
cable-equipment business.
Our current settop boxes use 25-year-old technology.
In the meantime, digital is coming, and when that
happens, signal quality will improve markedly.
General Instrument Corp. Partnerships with (and
ownership by) cable leaders, along with real digital
products, are helping to make this company No. 1. On
the other hand, the digital settop box wars are far from
over, and new entries are creeping in. This must be CUBE/DIVI/Philips/Canal+/Pioneer
Market
Share
Innovator
Overseas
Alliances
Management
Overall Score: 3.8
Scientific-Atlanta Inc. (SA) Talks a good game and
is making strong moves for the future but needs to
make its much-talked-about digital products available
to better compete with General Instrument. In short,
the market is moving faster than SA A CUBE/DIVI advantage?. When the cable
companies rewire America, SA may be an afterthought
unless it can morph its dumb settop boxes into smart
controllers.
Market
Share
Innovator
Overseas
Alliances
Management
Overall Score: 3.4
Many other categories to read also........ |
