Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: blake_paterson who wrote (25369)	12/1/1998 10:47:00 AM
From: Igor	Read Replies (1) \| Respond to of 45548

From DBC Headlines: 10:28 [COMS,T] AT&T GETS $80 MLN PACT TO PROVIDE NETWORK FOR 3OM.

To: blake_paterson who wrote (25369)	12/1/1998 12:42:00 PM
From: Moonray	Respond to of 45548

Dataquest sees more cable modem shipments Reuters - Posted at 6:52 a.m. PST Tuesday, December 1, 1998 SAN FRANCISCO (Reuters) - The worldwide cable modem market stalled slightly in 1998, as cable network operators waited for certain networking gear to be shipped, but the market is still forecast to grow 130 percent this year, a market research firm said Tuesday. According to Dataquest, a unit of the Gartner Group Inc , the worldwide market for cable modems is forecast to grow 130 percent in 1998, with shipments reaching 492,000 units, up from 214,000 units in 1997. The market continues to be driven by North America, where cable modem shipments are projected to account for 79 percent of the worldwide market in 1998. Cable modems are high-speed data connections that use the cable television infrastructure that combines optical fiber and coaxial cable. ''In the residential marketplace, the success of high-speed cable data services will depend on the penetration of PCs in households as well as the state of network operators' cable hybrid fiber coax (HFC) infrastructure and how much of it is activated for two-way communications capability,'' said Patti Reali, an analyst at Dataquest. Dataquest's most recent survey indicated that the level of PC penetration will approach 49 million households in the U.S. by the end of 1998, and more than 80 percent of these households will have Internet access, the overwhelming majority of which are analog dial-up connections. ''This data indicates that broadband cable ISPs and their affiliated cable network operators have a significant market opportunity to gain market share from incumbent dial-up ISPs,'' Reali said. Dataquest said the cable modem market will begin to see improved growth in other regions of the world. European countries are in the midst of trials and some commercial roll-outs, and network operators have announced aggressive deployment plans. The Asia/Pacific and Latin America regions are forecast to see increasing demand in the stronger economies where aggressive pricing against incumbent service providers is expected to win converts. By 2002, worldwide cable modem shipments are projected to surpass 2.4 million units, with North America accounting for 50 percent of the shipments. Two of the biggest providers in the United States of cable modems are At Home and RoadRunner, a venture by Time Warner and Media One. o~~~ O