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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 (7682)	7/26/2000 2:52:12 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: Digital TV- USA Stats for Interactive Services Thread- Just a couple of key TV land stats I pulled off the Internet. I'm reading a more in-depth report out of DT Alex Brown and will post those stats later if applicable. I linked this post to my post on MSO digital sub stats which is directly related to Interactive guides of the nature this article is about. All USA Stats Only: -By 2005 $18 billion drain in traditional ad revenues(caused by skipping commercials) -By 2005 $25 billion in new iTV or eTV (or whatever) ad type revenues. -By 2005 87 million households will have IPG(interactive program guide) -By 2005 53 million will have PVR(personal video recorder) -MikeM(From Florida) ******************************* Interactive TV to Hit $25 Billion** Cambridge, Mass. -- The shift in viewing habits that interactive-television devices allow will drain $18 billion in traditional television-advertising revenues over the next five years, according to a new Forrester Research Inc. report. But those "smarter TV devices" -- including interactive programming guides, personal video recorders and enhanced-television set-top boxes -- will create $25 billion in new revenues, the study said. By 2005, 87 million television households will have IPGs, 53 million will have PVRs and 65 million will be able to interact with enhanced-video programming, Forrester said Friday in a press release. New viewer behaviors will generate $7 billion in interactive-television-services subscriptions, $17 billion in advertising and marketing fees and $23 billion in television commerce by 2005, the company predicted. "Rather than destroy television, [smarter TV] will rejuvenate existing content and bring affluent viewers back to television," Forrester principal analyst Josh Bernoff said in the release. "And the timing is right -- the same technologies will enable viewers to skip 30 percent of commercials in 2005, causing an unprecedented decline in traditional advertising revenues," he added.

To: MikeM54321 who wrote (7682)	8/10/2000 6:46:57 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: Internet and Broadband in the US- Mainly MSO Stats Thread- Just some figures I thought I would post from information picked up from different sources. Review them with a grain of salt. Note the one where cable modems are supposed to have 68 percent of the broadband market. Everything I’m currently reading has DSL overtaking cable modems by 2003. And note the one about wired homes. I thought there were roughly 100 million homes total in the US. If so, then if there can’t possibly be 91.5 million of them wired to the Internet. I’m fairly certain PC penetration in US homes is around the 50% level. So the 91.5 million wired home figure is not accurate. I find numbers all over the map. But if I read, and post enough of them, an average can be guessed at. -MikeM(From Florida) ********************************** Top 10 US MSOs End of 1999 1. TCI/AT&T/MediaOne 18,000,000 2. Time Warner Cable 12,600,000 3. Comcast 8,000,000 4. Charter Communications 5,500,000 5. Cox/TCA 5,000,000 6. Adelphia Communications 4,700,000 7. Cablevision Systems 3,400,000 8. InterMedia Partners 1,300,000 9. Century Communications 1,300,000 10. Marcus Cable 1,200,000 Internet The number of wired US homes was 64 million in 1998 and 91.5 million in 1999. US Internet usage grew from 83 million people in 1998 to 106 million at the end of 1999. About 47% of American households have Internet access at home. Cable The US cable industry is 50 years old and has 65 million subscribers. Currently America’s cable providers, have about one million miles of lines. Passing 100 million homes with half of those served by upgraded 2-way plant. Broadband The US market for broadband Internet services will grow to 3.3 million subscribers in 2000. Broadband will have 16.6 million subscribers by 2004. Cable modems may control 68 percent of the high-speed residential market in 2003. ATT AT&T says it has 1.1 million cable modems installed today. Eighty percent of its facilities ready for two-way by 2002. ATHM** Excite@Home's service will pass by an additional 15.3 million homes. Partnership with Rhythms NetConnections Inc. expands Excite@Home's worldwide coverage to a possible 87.3 million households. Ultimately, about two-thirds of US households could potentially be served by Excite@Home.