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Technology Stocks : ANTEC Corp. (ANTC) -- Ignore unavailable to you. Want to Upgrade?

To: Hiram Walker who wrote (317)	5/3/1998 7:27:00 AM
From: Hiram Walker	Read Replies (1) \| Respond to of 847

To all, ANTC and HLIT will have the floor at the biggest cable show around next week. Watch for the fire to be lit under both of them. Cable modem vendors are also expected to discuss their methods to establish links with retailers, in anticipation of a finalized DOCSIS environment later this year. MSOs view that shift as critical to moving the $250 to $500 modems off their balance sheets. Many will partially base their DOCSIS purchase orders on their confidence in the retail migration plans of their suppliers. In the interim, while MSOs are still on the hook to buy cable modems, "I want to see continued progress on price," said Tim Evard, president of Time Warner's Road Runner data service. The cable modem suppliers are also expected to jostle for competitive position at the show by detailing the ways in which they'll differentiate themselves. The most common refrain will likely be added-feature sets based on "quality of service" parameters set forth in DOCSIS, so that operators can offer things like guaranteed data rates to customers who want to pay a bit more per month. On the network transmission side, Antec Corp. and Harmonic Lightwaves will separately use the National Show as the first, public debut of their solution, originally developed for Tele-Communications Inc., to jam multiple colors of light together on a single strand of fiber optic cable. The technique, known as dense-wave-division multiplexing (DWDM), is viewed by TCI and others as a great new way to squeeze more capacity out of existing fiber while dramatically shaving electronics maintenance costs. Hiram