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 : COM21 (CMTO) -- Ignore unavailable to you. Want to Upgrade?

To: fourptt who wrote (1131)	9/30/1999 10:25:00 PM
From: Mark Laubach	Read Replies (1) \| Respond to of 2347

I can read the events of the DOCSIS 1.2 delay as being due to CableLabs and its members not having made up their minds on the advanced modulation choice(s). However, there will be some incremental updates to the TDMA before 1.2 comes out. Com21 could take advantage of those updates as they appear in the chipsets and subsequent certifications - as well as other cable modem suppliers. With the pressure off rushing 1.2 (at the moment) CableLabs and the vendors are better positioned to focus on DOCSIS 1.1 without HiPHY distractions confusing things. This should strengthen the focus on PacketCable voice services. Since Com21 is looked as a major packet voice player, this could be beneficial. Otherwise, since Com21 is not a HiPHY vendor, but a customer, the IEEE 802.14a issue should have nil impact. Also, if this ripples through to effect IEEE 802.14 acceptance, then the world will stay focused on the DOCSIS and DAVIC/DVB standards. Com21 has efforts in both standards areas now (see today's news for DAVIC/DVB). Mark