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

To: Smilodon who wrote (1952)	3/5/1998 7:11:00 AM
From: Hiram Walker	Read Replies (2) \| Respond to of 4134

Archer, here is a cable modem projection. I think this is understating the potential. Andrew Prophet Research & Consulting Modem growth will be 1 million by 2000 Cable modems have a window of opportunity that is 12-36 months, after that they will face formidable competition from xDSL and other broadband delivery systems DataMonitor European Forecasts Currently (1997) 3 million European homes have on-line enabled PCs By 2000, over 8 million European homes will be passed by broadband interactive services By 2000, over 30 million European homes will have on-line enabled PCs By the end of 2000, 9,800,000 European homes will be equiped with digital set top boxes Forward Concepts By 2000, 4 million cable modems will have been shipped Modem prices will fall to $209 by 2001, and hardware revenues for the modem vendor will peak at $1.38 billion by 1999 By 2000, over 16 milliom modems will be in use by 1999, the shipped of 2-way modems will greatly out distance modems that rely on telco return Jupiter Communications By 2002, ADSL and data over cable will control half of the consumer Internet access market The high-speed access market will flatten as a $8 billion market Strategis Group Worldwide There will be 4.5 million cable modem users in the world, by 2000 Cable modem services will pass 3 million homes by the end of 1997 Cable modem service will pass 20 million homes by the end of 2001 In 5 years (2003), the cable modem penetration rate will grow to 25% There will be more than 3 million xDSL subscribers by 2001 Annual data subscription revenues for the next 5 years will be: 1997$72 million1998$371 million1999$1.1 billion2000$2.1 billion2001$3.7 billion 40 million homes will subscribe to an internet service by 2001 17 million homes currently (1997) subscribe to an internet or online service Demand for high speed connectivity would increase 85% if data providers cut monthly costs to $25 a month Current (1997) internet homes spend an average of 6 hours a week online, including 4 hours on the world wide web Tim