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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Glenn D. Rudolph who wrote (10291)	12/6/1997 10:49:00 PM
From: Bill Ulrich	Read Replies (2) \| Respond to of 22053

ugh... ya remember the ISDuh I've been complaining about... >>"DNAI's customers have come to expect the latest technology, reliable service and extraordinary technical support."<< -MrB

To: Glenn D. Rudolph who wrote (10291)	12/7/1997 7:51:00 PM
From: Moonray	Respond to of 22053

Cable TV's Multibillion-Dollar Investments Starting to Pay Off Anaheim, California, Dec. 7 (Bloomberg) -- Once again, exhibitors at Tuesday's Western Cable Show in Anaheim will be hyping cable-TV technology advances they say will cause consumer viewing choices to explode and create new interactive services. This year, they may finally be telling the truth. Cable operators such as Time Warner Inc. are beginning to see a payback on the billions of dollars they've spent to upgrade their cable systems, as revenue pours in from channels they didn't have the capacity to carry before. Meanwhile, long-promised cable modems -- which deliver information to computers at many times the speed of conventional phone-line modems -- began to be sold commercially this year, and tens of thousands of consumers are expected to install them next year. ''Cable operators are beginning to take advantage of the fact that they have the most powerful pipe out there,'' said Ted Henderson, a cable analyst at research and investment banking firm Janco Partners Inc. in Denver. Cable modems and dozens of new channels that will flourish largely on upgraded systems -- from Animal Planet to the Aviation Channel -- are expected to be the highlights of the California Cable Television Association's cable show, which will attract more than 26,000 visitors from around the world. Stolen Customers The industry can't wait any longer to start delivering on its promises. Satellite broadcasters such as Hughes Electronics Corp.'s DirecTV, which Raytheon Corp. will acquire as part of its purchase of Hughes this month, have stolen millions of cable industry customers by offering consumers better-quality reception and greater selection. Massive expenditures to upgrade cable lines to carry more channels and digital services such as home shopping or Internet browsing have strained the balance sheets of many cable operators. Now some are reaping the rewards. Time Warner's cash flow from cable systems rose 16 percent to $595 million in its third quarter, driven partly by higher rates for basic cable services. The company has been able to charge more for some services because it's upgraded cable systems to offer more channels. ''A few years ago, our average customer had somewhere around 40 to 45 channels,'' said Time Warner Cable Vice President Michael Luftman. ''Our typical customer today gets well over 50 channels, and in a couple of years, will get around 70 or 75.'' Industry leader Tele-Communications Inc. plans to complete upgrades of cable lines to more than 75 percent of its 14.2 million customer homes by the end of the year, allowing it to offer more channels and new services. Other major operators such as Cox Communications Inc. and Comcast Communications Corp. are following suit. In the short term, these upgrades mean cable operators will be able to charge for a range of channels they couldn't dream of carrying before -- such as multiple-language versions of TCI's Liberty Media Corp.'s International Channel, tailored to ethnic populations. New Services Within three years, operators hope to begin offering premium services over their upgraded cable lines, including high- definition television, home shopping, Internet surfing and e- mail. Customers who opt for these services would pay between $20 and $40 on top of their typical $40- to $50-a-month cable bill. While cable executives have promised such services for years, they finally began delivering in 1997 as cable modems were rolled out. Bay Networks Inc., the largest cable modem producer, sold about 100,000 cable modems over the past seven years; it expects to sell that many again by next summer, and millions in a few years. ''We see the addressable market (for cable modems and related equipment) at about $150 million (annually), growing to $2 billion over the next two to three years,'' said Karl May, vice president and general manager of Bay's broadband technology division. Once the modems are installed, cable companies such as Time Warner, Comcast, Cox and U S West Inc.'s MediaOne Group charge customers up to $40 a month to hook into their service's high- speed Internet access. The revenue opportunities aren't lost on computer giants such as Microsoft Corp., which has already invested $1 billion in Comcast, and held discussions with big cable companies such as Cox and Time Warner about developing software for set-top boxes. The industry still faces the formidable task of persuading consumers to plunk down still more cash each month for new interactive services, when many people are already disgruntled about their cable bills. If it can, it will have proven conference organizer C.J. Lawrence's assertion that ''Internet over cable is now a reality, not just hype.'' o~~~ O

To: Glenn D. Rudolph who wrote (10291)	12/8/1997 10:17:00 AM
From: Moonray	Respond to of 22053

ASCEND ANNOUNCES NEW MODULES OFFERING BREAKTHROUGH CAPABILITIES FOR CARRIER-CLASS FRAME RELAY SWITCHES smartmoney.com o~~~ O

To: Glenn D. Rudolph who wrote (10291)	12/8/1997 5:15:00 PM
From: Moonray	Read Replies (3) \| Respond to of 22053

RESEARCH ALERT - 3Com (COMS.O) upgraded NEW YORK, Dec 8 (Reuters) - J.P. Morgan said on Monday it raised its rating on shares of 3Com Corp to buy from market perform and set a 12-month $50 per share target price. -- Last Friday, 3Com and its competitors Lucent Technologies Inc (LU.N), Motorola Inc (MOT.N) and Rockwell International Corp (ROK.N) said they were starting to come to a consensus decision about a 56K modem standard. -- Analyst William Rabin said this was good news for 3Com, and modem standard would help spur sales of 56K modems and Total Control remote accesss concentrators, while alleviating some pressure 3Com is seeing in channel inventory. -- "Intel Corp (INTC.O) appears to be less of a threat, channel inventories are coming down and visibility on the issue is improving, a 56K modem standard is now more likely to be approved in early 1998 and a strong product cycle should help fuel the company's top line growth," he said. -- Stock up 1-11/16 to 38-1/8. ((New York Newsdesk 212-859-1610)) REUTERS Copyright 1997, Reuters News Service. All rights reserved. Replication or redistribution of Reuter's content is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. nasdaq! Hmmmm, seems like only last week we had downgrades.<g> o~~~ O