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

To: peter grossman who wrote (1942)	2/19/1998 9:35:00 PM
From: Hiram Walker	Read Replies (1) \| Respond to of 4134

Peter, I can make a guess,like you,at $300 per NIC,and 5% penetration,you come up with approximately $25 million dollars. But I am not sure that this is all that this contract entails. Also they are going to sell the modems through their outlets,4,000 of them. The total number of potential customer households is greater than that of all other Scandinavian satellite operators combined. Shortly the service will be sold by ViaSat's distribution network to approximately 4,000 authorized dealers. Scandinavia is a very big region for satellite dishes. Tim

To: peter grossman who wrote (1942)	2/28/1998 8:06:00 PM
From: Hiram Walker	Respond to of 4134

Peter et all, an article about advanced services. HLIT needs to get ATM over cable,and telephony. able Leaders Progress On Advanced Services By FRED DAWSON Cable-industry leaders last week had new reasons to be confident that their aggressive advanced-services agenda will take them where they want to go. In a meeting in Denver that was closed to the press, CEOs and other senior executives learned that they should be able to begin field-testing standards-based cable modems by this fall, and that technical solutions have been found that could speed the resolution of several key issues. These include how to handle high-definition TV signals and the chances for creating a nationwide "packet-cable" network without requiring all parties to merge their business operations. The news came out of the winter meeting of the membership of Cable Television Laboratories Inc., during which participants said progress was made in three areas: MCNS (Multimedia Cable Network System) modems; the OpenCable advanced set-top initiative; and the creation of a packet-cable network, said CableLabs president Richard Green. Perhaps most significant, Green added, the meeting afforded the first opportunity to explain to a large gathering of industry leaders the full potential and feasibility of developing an integrated national packet-cable network that could support an array of advanced data services in the residential and business markets. "Our membership has a better understanding of the opportunity that the industry has to put in place a very powerful platform based on IP [Internet-protocol] technology that can operate separate from, but in parallel with, the digital video networks that they're building," Green said. "The goal isn't just to implement the technical means to deliver packet telephony, but to exploit the full range of new advances that are open to us for many other classes of service, as well," he added. Much of the recent high-level discussion about interconnecting data networks has focused on achieving a business merger of the main providers: Time Warner Cable's Road Runner and MediaOne's MediaOne Express are in the process of merging, and talks are ongoing with @Home Network. But sources have said that those talks are slow-going, so industry leaders are refocusing their attention on the technical means of integrating the two platforms that are currently operating separately. "It can be done, and there's a great incentive to get it done," Green said. Of more immediate concern is the pace of development on the modem and OpenCable fronts, where various teams reported that they were on schedule, despite the complex technical issues that they're facing. The OpenCable teams, working closely with Microsoft Corp. and Sun Microsystems Inc., remained optimistic that they could complete their specifications in time for the National Cable Television Association Show in early May. On the modem front, with manufacturers about to enter a sixth round of interoperability testing, CableLabs was planning a major demonstration of interoperability involving some 10-dozen modems from several rival camps at the National Show. Industry demand for MCNS modems is so strong that manufacturers are going out of their way to beat CableLabs' production timelines in recognition that being early to market could make a big difference in sales, sources said. And the perceived value of MCNS modems could grow even more: Participants in the process were about to begin selecting software solutions that would incorporate IP telephony and other services on the devices, even as those services require strict quality standards, said David Fellows, chief technical officer of MediaOne Express. "I'm pretty confident that we'll see these capabilities entering the market by the end of the year or early next year," Fellows said. Tim