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

To: transmission who wrote (8556)	9/21/2000 9:09:44 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"For example, said Breen, Motorola was surprised by the immense demand for cable-modems in North America. "Motorola will supply North America with 8-10 million set-top boxes this year," said Breen. "Our projections a year ago were half that amount." Breen believes this demand will only multiply further as more markets become fully digitized." transmission and thread- Thanks for the post transmission. I think Breen is right. The uptake appears to be very high on digital TV. Although I was discouraged to hear the results of our little unoffical voting here on this thread, that seems to have little effect on what is happening in TV land. Seemed like I was the only one that was amazed at the quality difference between analog and digital. But then I switched from GTE Americast(really an overbuilder) to Time Warner and I ended up agreeing with the popular opinion on this thread. There was NO difference in quality. And as most have stated, DBS is of much higher quality. So I'm guessing the only reason that the digital take rate is so high is pretty simple-- More channels. Quality apparently doesn't matter. But will the quality of DBS prevail over digital cable? Seems like digital TV is winning as apparently the DBS market is struggling while digital cable TV is booming. BTW, Motorola's Breen is BIG on getting the Internet to the STB. Lot's of talk from others about "walled gardens," too. It's still not clear to me where this is headed or if the CM network can handle even walled gardens, much less the Internet. I'm guessing if any interactive services are rolled out in mass on a HFC network, then it'll be good for the metro-WDM equipment market. -MikeM(From Florida) BTW- by the way STB- set top box Walled Garden- a cablecos Intranet to make subs captive to their content CM- cable modem HFC- hybrid fiber coax metro-WDM- Specialized(cheaper) DWDM

To: transmission who wrote (8556)	9/21/2000 9:32:25 AM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: Worldwide Internet, Entertainment, Cable, DBS Stats Thread- I broke out the figures from transmission's url below. Very hard to figure out exactly what each category includes. But I wanted to break out for future stats reference anyway. -MikeM(From Florida) _________________________ PricewaterhouseCoopers' Global Entertainment and Media Outlook: --2000-2004 Global entertainment and media industry revenues will grow at a 7% annual rate to near the $1 trillion dollar mark by 2004. --2000-2004 Double-digit Internet and cable industry growth will propel the United States to a $445 billion industry total in 2004. --Asia/Pacific double-digit increases for station, cable and DBS distribution and Internet spending, will grow nearly as fast as the United States. Peaking at $217 billion in 2004. --Double-digit Internet growth will carry Europe to a $313 billion total five years from now.