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To: Peter V who wrote (44039)	8/19/1999 4:41:00 PM
From: DiViT	Read Replies (1) \| Respond to of 50808

[OT] DSL zdnet.com DSL modems gain momentum By Carmen Nobel, PC Week Online August 19, 1999 1:16 PM ET While cable modem technology currently is cheaper and more readily available than digital subscriber lines, a recent report indicates that DSL is working its way up to become the world's high-speed Internet connection of choice. According to a recent report released by Cahners In-Stat Group, worldwide ADSL (asymmetric DSL) modem shipments grew 59 percent sequentially in the second quarter of 1999. By the end of the year, modem shipments are expected to exceed 1 million. Currently, third-party vendors lead sales for DSL modems. In the second quarter, Alcatel led the market in ADSL modems shipped, with a worldwide share of 33 percent; Cisco Systems Inc. ranked second with 18.7 percent; and Orckit Communications Ltd. was third with 13.7 percent. But traditional PC retail vendors are expected to get into the market as well. PC giants such as Compaq Computer Corp. and Dell Computer Corp. already have voiced plans to incorporate DSL modems in future products. The cable modem market is growing too, though. In-Stat predicts the number of worldwide cable modems shipped in 1999 will surpass 2.6 million, still a considerable lead on ADSL. Cahners In-Stat Group, of Newton, Mass., can be reached at www.cahnersinstat.com.

To: Peter V who wrote (44039)	8/19/1999 5:46:00 PM
From: John Rieman	Respond to of 50808

Digital settops take off in 2003. Digital broadcast equipment to grow at 43%, annually...................... gii.co.jp Digital Broadcast 99: Worldwide Market for Digital Broadcast Systems and Equipment MAIN TOPICS OF THE REPORT Market Assessment Digital Broadcast Developments Worldwide Digital Penetration Terrestrial Digital Broadcast Regulatory Environment Technology Analysis Multicasting Internet Datacasting Pay-Per-View Interactivity HDTV and SDTV Competitors Major US Network Company Profiles Digital Broadcast Satellite Company Profiles Cable Operator Profiles MMDS Service Provider Profiles Digital Transmitter Manufacturer Profiles TV Manufacturer Profiling Set-Top Box Manufacturer Profiles Worldwide digital broadcast services, including digital satellite, digital cable, and digital terrestrial, will have a 43% compound annual growth rate from 1999 to 2005 based on a study by Allied Business Intelligence, Inc. (ABI). ABI's digital TV research study "Digital Broadcast 99 - Worldwide Market for Digital Broadcast Systems and Equipment," investigates and forecasts growth in the worldwide digi-tal satellite, digital cable, digital terrestrial, digital television set, digital TV station and transmitter, and digital set-top box markets. The report has a heavy concentration on the US and worldwide digital terrestrial TV mar-ketplace. ABI estimates that by the end of 1999 there will a 2.5% worldwide TV household digital penetration for all digital broadcasting services. This penetration rate will rise to 21% by the end of 2005. Global digital TV and set-top box sales will start to take off in 2003 ignit-ing a digital terrestrial annual growth rate of 121% and a penetration of 5.2% of all TV households over the next 5 years. Digital satellite will have the largest number of worldwide digital subscribers in 2005 with 94.7 mil-lion. The US has a current penetration rate of 16% for digital services for all TV households, with the majority consisting of DBS subscribers. ABI fore-casts that the total US digital services penetration rate will increase to 60% by 2005. The most active digital broadcast regions are North America and Europe, with 92% of all digital subscribers. In these two regions, the US and the United Kingdom have the most activity, having deployed digital satellite, digital cable, and digital terrestrial services. There are over 1.4 billion television sets in the world and 250 million in the US. Transitioning to digital TV sets is going to take some time due to lack of content, cost, signal reception, and compatibility. ABI estimates that there will 3.8 million digital TV sets sold in the US in 2005 account-ing for 15% of new TV set sales and a calculated penetration rate of 3.6% for all TV sets in the U.S. There is no doubt that the TV broadcasting trend will be to move to digi-tal systems. Growth may be slower than expected if economic woes con-tinue in Asia and South America, but when economies start to turn around, so will deployment of digital broadcast systems. The convergence of the computer with the television set will contribute to a wider audience for dig-ital services, however, entertainment will still attract the majority of sub-scribers to digital services. Real video-on-demand, when it arrives, will be a major source of income for the broadcasters.