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To: orkrious who wrote (7371)11/28/1998 5:10:00 PM
From: goldsnow  Respond to of 10921
 
Perhaps, that would help...Terayon among them

quote.bloomberg.com



To: orkrious who wrote (7371)11/28/1998 6:00:00 PM
From: goldsnow  Respond to of 10921
 
Cable as Broadband Provider Showcased
at 1998 Western Show; General Sessions
to Feature Gordon Crawford, Barry
Diller, Leo Hindery, Gerry Laybourne, &
Bob Wright
04:00 p.m Nov 27, 1998 Eastern

OAKLAND, Calif., Nov. 27 /PRNewswire/ -- The
California Cable Television Association (CCTA), host
of one of the country's largest cable and
telecommunications industry conventions, will highlight
cable's emerging role as a leading broadband provider
with Cable Clicks!, the theme for the upcoming 1998
Western Show, scheduled for December 1-4, to be
held at the Anaheim Convention Center, in Anaheim,
Calif.

From the rollout of cable modems to the launch of
digital video to the plans for IP telephony, The
Western Show will cover the range of the cable
industry's technological development, and how these
significant changes will impact marketing,
programming, operations, and regulation.

This year's attendance is on pace to be the largest
ever -- drawing from national and international
representation in the fields of cable, telephony,
satellite and computer.

"Some have likened what's happened in the last year
to cable as an epiphany," said C.J. Hirschfield, CCTA
Vice President of Industry Affairs. "We've seen new
levels of success in viewer appreciation, business
opportunities and technology. Whether it's the click of
a mouse or a remote, cable has strengthened its
connections with its customers and has become an
integral part of the telecommunications landscape."

The 1998 Western Show General Sessions will
include the following.

-- Tuesday, December 1 (3:30 p.m. to 5:00 p.m.) --
Kicking off The Western Show will be Jim
Louderback, Vice President & Editorial Director,
On-Air Personality, ZDTV moderating Cable Clicks!
- How Silicon Valley Sees Cable. The session will
include a discussion on the progress of the cable
industry featuring some of cable's new technology
partners: Scott Kurnit, President & CEO, The Mining
Co.; Avram C. Miller, Corporate Vice President,
Director, Business Development, Intel Corporation;
Guy L. "Bud" Tribble, Vice President, Architecture
and Technology, Consumer & Embedded, Sun
Microsystems; Mario Vecchi, Vice President,
Broadband Development, America Online; and Alan
Yates, Director of Digital Television Platform
Marketing Group, Consumer Products Division,
Microsoft.

-- Wednesday, December 2 (9:00 a.m. to 10.30
a.m.) -- CNBC Business Center Anchor Maria
Bartiromo will lead a discussion about where the
cable industry is headed and how consumers will be
affected by the changes that lie ahead. Her guests will
include: Gordon Crawford, Senior Vice President,
Capital Research and Management Company; Barry
Diller, Chairman & Chief Executive Officer, USA
Networks, Inc.; Leo J. Hindery, Jr., President,
Tele-Communications, Inc.; and Bob Wright,
President & Chief Executive Officer, NBC, Inc.

-- Thursday, December 3 (8:30 a.m. to 10:00 a.m.)
-- Ben Stein, author, actor and host of Comedy
Central's Win Ben Stein's Money, will moderate
Thursday's General Session, which will examine
technology's driving role in the communications and
entertainment industries. The session will feature:
Geraldine B. Laybourne, Chairman & CEO, Oxygen
Media; Dr. John C. Malone, Chairman & Chief
Executive Officer, Tele-Communications, Inc.; James
Robbins, President & CEO, Cox Communications,
Inc.; and Scott Sassa, President, NBC Entertainment.

In addition to the General Sessions, the convention
will feature more than 20 educational sessions and
peer workshops that examine key issues facing the
cable business today, including marketing,
programming, technology, finance, and human
resources.

The 1998 Western Show will also include the sixth
annual CableNET(R) exhibits a joint project of
CCTA and CableLabs and exclusive to the Western
Show. This year's theme, Plug and Play, will
demonstrate the interoperability efforts of the cable
industry, highlighted in a special living room and Small
Office/Home Office demonstration area and a retail
concept store. The exhibits will include multiple cable
modems, Internet telephony and video conferencing,
and digital entertainment services, running over the
hybrid fiber-coaxial cable system.

In addition, Friday, December 4 will again be
Educator Day at The Western Show, where over 350
teachers meet to explore and discuss the ways that
cable programming and technology can assist in
teaching students.

The CCTA is the cable industry's largest state cable
television association, representing more than 350
cable television companies and serving more than 6
million cable television customers.

More information on the 1998 Western Show can be
reached through CCTA at cct-assn.org.
SOURCE California Cable Television Association

Copyright 1998, PR Newswire



To: orkrious who wrote (7371)11/28/1998 9:09:00 PM
From: Math Junkie  Read Replies (1) | Respond to of 10921
 
I'm sure you're right about cable modems being a huge growth area. The one thing that might allow TCI to get my business back would be cable modem service. So far it's not available in my area, but they have announced plans to convert to digital service (fiber optics, I think). I bet the pent-up demand is enormous.



To: orkrious who wrote (7371)11/29/1998 12:36:00 PM
From: geoffrey Wren  Respond to of 10921
 
ANAD makes some chips for cable modems. From their latest 10Q

Sales of integrated circuits for CATV applications increased 55% during the third quarter of
1998 to $7.7 million from $4.9 million in the third quarter of 1997. The increase in sales during
the third quarter of 1998 was due to increases in demand for the Company's integrated circuit
chip set used in digital set-top converters and cable modems, and the Company's integrated
circuit line amplifier used as a repeater in hybrid fiber coaxial distribution networks

Geoff Wren



To: orkrious who wrote (7371)11/29/1998 1:00:00 PM
From: Clarksterh  Respond to of 10921
 
OT - Cable Modem Suppliers:

Service Providers - AtHome (RoadRunner is a JV spinoff)

Box Providers - Motorola, 3Com, and Bay Networks, but Set Top Boxes are incorporating cable modem technology so General Instruments, Scientific Atlanta, Divicom (a division of C-Cube) will likely have 50% of the market within a few years.

Chip Providers - Currently Broadcom has a lock on it, but competition (from Hitachi, LSI, Rockwell, ...) are moving in next year. Also, as STB's move into the cable modem business traditional vendors from that arena will supply chips (STMicroelectronics, C-Cube, ...).

Miscellaneous Components - Ault provides the power supplies to all three big cable modem box suppliers (Bay, 3Com and Motorola).

Conclusion: Cable modems are growing like wildfire (something like 40-50% per quarter), but there are no good plays since all of the pure plays (e.g. Broadcom and AtHome) have already priced in this huge growth. The best play currently seems to be from the relatively low tech power supply arena. Ault makes external power supplies and as the STB and Cable modem market heats up they should do phenominally(sp?) well. Last quarter, in what has traditionally been their slowest quarter they creamed estimates and had earnings growth in large part because of the cable modem market (Yup - I own some Ault so I am not exactly unbiased, but I did this research before buying).

Clark



To: orkrious who wrote (7371)11/29/1998 10:26:00 PM
From: blake_paterson  Read Replies (2) | Respond to of 10921
 
Jay:

3Com has great positioning re: cable modems and IP telephony via cable. Has signed w/ TCI and a big ATT deal is rumored, pending approval of the ATT-TCI acquisition. COMS is soon to be embraced as (the prodigal son) by WS once again, likely to hit 50 by year end. JMO, FWIW.

BTW, still holding on to my 56k (3Com, of course) because I dislike Media One so much...

BP