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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (6382)	2/14/2000 2:33:00 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: US Residential Broadband Stats Thread-I picked up the following figures from my recent issue of Telecom Investor magazine. They come from a report out of Parks Associates and Allied Business Intelligence. IMHO, of most importance to last mile investors is the almost dead even distribution between DSL and cable modem, with a slight penetration of satellite and fixed wireless access. These ratios are exactly how I'm attempting to distribute my overall investment portfolio. Kind of interesting they are predicting a $4.7 billion market by 2005 for a product that doesn't even exsist yet. -MikeM(From Florida) ********************************* -PCs will be in 71% of US homes by 2004. -As of Sept 99, 1.3 million US homes had broadband access. -Cable modems access claimed 1 million of the 1.3 million. -Internet access is in 39% of US homes in 1999. -Interent access will be in 67% of US homes by 2004. -24 million US homes will have broadband by 2004. -The 24 million figure represents 34% of homes online. -The 24 million figure will generate 50% of access revenues. -47% of the 24 million homes will have cable modems. -45% of the 24 million homes will have DSL. -8% of the 24 million homes will have sat/fixed wirelesss. -"Residential Gateways," hardware will reach $4.7 billion in spending by 2005. -The US is expected to lead the Residential Gateway deployment with a 59% increase from 2002-2005. -Europe will deploy, "Utility-centric Gateways," with a 64% increase in shipments between 2002-2005. _____________________________ Here's some links to past stats for future reference before they fall out of search engine reach: 1999 US Internet Access Stats(all types): Message 10564025 1999 US Cable Modem vs. DSL Stats(apparently they messed up): Message 11027549 Germany's Deutsche Telekom and Britan's NTL cable plant stats: Message 11029109 AtHome and T's cable stats(which were too high): Message 11078887

To: MikeM54321 who wrote (6382)	2/14/2000 5:58:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: European Internet Stats- Deutsche Telekom, T-Online, AOL Europe Thread- Some interesting Internet access figures are bolded below. Europe is coming on strong from what I gather. I don't see why Deutshe Telekom would even considering purchasing a set-top decoder box specialist for their cable TV plant. German regulators are putting pressure on Deutsche Telekom to sell off their cable assets AND Deutsche Telekom has already said they would. They are spending money probably because they can't stand still while waiting for the right buyer. -MikeM(From Florida) PS Here are all the posts I can find I did on Deutsche Telekom. It's all cable plant related: Message 11103504 Message 11048027 Message 11029109 Message 11027372 *********************** German Telecom May Expand Business MUNICH, Germany 13 Feb, 2000-- Seeking to capitalize on Internet growth in Europe, telecom giant Deutsche Telekom reportedly is working on deals to offer high-speed Internet access over cable television lines and to expand outside its home base of Germany. The Sueddeutsche Zeitung reported in its weekend edition that Telekom had reached a deal with Munich-based Kirch media group to purchase 51 percent of its subsidiary Beta Research for almost $500 million (1 billion marks). Beta Research developed the set-top decoder box for Kirch's digital television venture, and the next generation box will also have the capability to provide Internet access, according to the newspaper report. A Telekom spokesman declined to comment on the reports. A Kirch spokesman would say only that discussions were ongoing. Both companies confirmed last week that they wanted to cooperate in developing technology for multimedia, but were not specific. The Sueddeutsche newspaper also said Telekom and Commerzbank are considering forming a joint venture to turn Telekom's Internet service, T-Online, into an international service that could better compete with AOL Europe. T-Online is Europe's biggest Internet provider, with 4.2 million customers -- almost all in Germany. AOL Europe, a joint-venture of media giant Bertelsmann and America Online, has 3.8 million members, mainly in Britain and Germany.**