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Technology Stocks : Harmonic Lightwaves (HLIT) -- Ignore unavailable to you. Want to Upgrade?

To: Claude Edelson who wrote (1933)	2/11/1998 5:59:00 PM
From: Hiram Walker	Read Replies (1) \| Respond to of 4134

Claude, it was from previous articles I have posted,which are somewhere back in the archives. Well,here is an interesting blurb,directly from ROK. The chipset provides circuitry to both send and receive high speed data over cable, and replaces earlier receive-only ICs introduced by Rockwell last fall. The new chipset is fully compliant with specifications developed by the Multimedia Cable Network System (MCNS) consortium. The consortium's Data Over Cable Service (DOCSIS) specifications are expected to be ratified during the first quarter of 1998, and will serve as the basis for worldwide cable modem standards for Internet connections and other data services up to 700 times the speed of today's fastest conventional analog modems. Rockwell's new MCNS solution includes the company's first single-chip MCNS-compliant Quadrature Amplitude Modulation (QAM) receiver (based on third generation QAM technology), designated the HM2214, which integrates A/D, QAM demodulation and Forward Error Correction (FEC) functions. The new solution also includes two other devices, the HM2314 Quadrature Phase Shift Key (QPSK)/QAM Burst Modulator and the HM8416 Media Access Controller (MAC). ''This highly integrated chipset provides our OEM customers with a complete, easy to integrate silicon solution for a fully-compliant MCNS cable modem,'' said Jay Kshatri, director of broadband modems for Rockwell. ''We also offer evaluation boards and a complete turn-key MCNS two-way modem reference design to help our customers achieve rapid time to market.'' The company's previous generation of cable modem ICs have been selected by New Media Communications (now a subsidiary of Harmonic Lightwaves Corp.), 3COM Corp., NEC, Panasonic, and Daewoo. Notice that New Media,Panasonic,and Daewoo,are 3 of these companies. I read that HLIT is getting a large shipment of these modem chipsets in the summer quarter. Tim

To: Claude Edelson who wrote (1933)	2/16/1998 8:02:00 PM
From: Hiram Walker	Read Replies (1) \| Respond to of 4134

Claude, I found the original article on the Rockwell chipsets; Rockwell Unveils Roadmap For Cable Modem ICs Chip Giant Scores Wins with Panasonic, Daewoo and NEC; Hopes to Bring Telco Modem Model to Cable Market More than 300 companies currently build dial-up telephone modems with integrated circuits (ICs) from Rockwell Semiconductor Systems Inc. If the chip giant has its way, a wide range of vendors will also be building cable modem products that meet the Multimedia Cable Network System (MCNS) data over cable service interface specification (DOCSIS) standard with Rockwell ICs by 1999. "We would like to take the same model that Rockwell has applied to telephone modems and carry that over into the cable modem space," said Scott Keller, Rockwell's cable modem marketing manager. Rockwell is off to a good start on its quest, as five key cable modem players have already announced plans build to products with Rockwell ICs: 3Com Corp., Daewoo Electronics Co., Panasonic Video Communications Co., NEC America Inc., and New Media Communication Ltd. (now a subsidiary of Harmonic Lightwaves Inc.). To accelerate its entry into the cable modem space, Rockwell acquired ComStream Corp.'s Hi-Media broadband communications chipset business for $50 million in May 1997. As a leading developer of QPSK (quadrature phase shift keying) and QAM (quadtrature amplitude modulation) ICs used in direct broadcast satellite (DBS) and digital cable set top boxes, Hi-Media offered the technology base Rockwell required to quickly deliver a cable modem solution. By the fourth quarter of 1998, Rockwell plans to have a two-chip MCNS cable modem solution, including a single PHY chip and a single MCNS and Ethernet MAC chip. Each chip will be priced at $30 in quantity. By embedding additional functionality in the silicon, Keller says these two chips will account for 75 percent of a total cable modem bill of goods. I am coming to an understanding why HLIT did not set the world on fire last year. They were way ahead of COMS and BAY at that time. I read an interesting comment from a small cable operator,about his plans for 2-way internet access. He stated that until the big boys came in,notably BAY LANcity,there was not a legitimacy,nor a source of the magnitude needed for deployment of systems. I read another extremely interesting article,cannot remember from where,about Thomson's(RCA's),plans for a Web TV based appliance,to cost about $199,and provide cable modem access. So maybe HLIT can work with RCA,and set up a competitor to WebTV and MSFT? RCA,and HLIT bringing better things to light? Tim