Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Broadcom (BRCM) -- Ignore unavailable to you. Want to Upgrade?

To: DOUG H who wrote (2345)	7/27/1999 3:15:00 AM
From: Raymond Duray	Read Replies (1) \| Respond to of 6531

Hi Doug, Something to keep in mind is that CableLabs, the umbrella organization for the MSOs, has just requested that the development of DOCSIS 1.2 be put on hold, while the industry tries to catch up with the 1.1 spec. For those who are interested in a good source of cable modem industry news it can be found here: cablelabs.com And: cabledatacomnews.com The CableLabs site is here: cablelabs.com It is very important to get the scale of things right when talking about cable modems. By far, the biggest player is MOT with its Cybersurfer and proprietary headend. Remember, the only reason for DOCSIS type of equipment is for interoperability between different manufactures gear. In the case of MOT, once an MSO has selected them as a vendor, they get the whole shooting match, headends, modems and "this is a good thing" for MOT. Keep in mind that TERN turf is predominantly NOT North America. I don't know enough about CMTO to add to the discussion. HTH, Ray