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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Rande Is who wrote (10249)8/2/1999 9:22:00 AM
From: Rande Is  Respond to of 57584
 
CABLE MODEM SCORE CARD. . . .Cable Modem Customer Count Tops 1 Million

PHOENIX, Aug. 2 /PRNewswire/ -- According to Kinetic Strategies Inc.,
publisher of Cable Datacom News (http://www.cabledatacomnews.com), more than 1 million households in the United States and Canada now subscribe to cable modem services. Of this total, approximately 70 percent are in the U.S. with the remainder in Canada.

Kinetic Strategies estimates cable modem service is available to 32
million households, equal to 30 percent of all cable homes passed. On
average, more than 2,500 new cable modem customers are now installed each day.

Cable Internet service providers (ISPs) Excite@Home (Nasdaq: ATHM) and
Road Runner serve more than 90 percent of all North American cable modem customers. As of June 30, Excite@Home counted an estimated 620,000 customers while Road Runner served 340,000. As a result, Excite@Home served 59 percent of the total North American cable Internet market at the end of the second quarter, while Road Runner served 32 percent. The balance was served by independent cable operators and ISPs, such as Adelphia Communications, SoftNet
Systems Inc. and High Speed Access Corp.

Road Runner affiliates Time Warner Cable and MediaOne had the largest
cable modem customer totals as of June 30. Time Warner served 186,000
customers while MediaOne counted 140,000. Shaw Communications led @Home affiliates with 120,000 customers, followed by Cox Communications with 112,000 subscribers and Rogers Communications with 100,500.

CABLE MODEM CUSTOMER RANKINGS 6/30/99

Cable Operator Cable Modem Customers
------------------------ -----------------------

Time Warner Cable 186,000


MediaOne 140,000


Shaw Communications 120,000


Cox Communications 112,000


Rogers Cablesystems 100,500


Comcast 95,000


AT&T 83,000


Other 215,500

TOTAL 1,052,000

Cable modems have emerged as the leading consumer choice for high-speed
Internet access, outpacing alternatives such as ADSL, satellite and broadband
wireless technologies. However, cable modems still account for a small
portion of the overall Internet access market, which now exceeds 30 million
users. The North American cable industry installed 500,000 cable modem
customers in the first six months of 1999. By comparison, North America's
largest ISP, America Online Inc., attracted more than 2 million new customers
alone during the same period.

Kinetic Strategies Inc. (http://www.kineticstrategies.com) is a leading
broadband research firm based in Phoenix, Ariz. The company publishes Cable
Datacom News, the only information service exclusively tracking the cable
modem market.

Contact: Michael Harris, Kinetic Strategies 602-598-9500

SOURCE Kinetic Strategies Inc.