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Technology Stocks : C-Cube -- Ignore unavailable to you. Want to Upgrade?

To: Stoctrash who wrote (37886)	12/20/1998 8:21:00 AM
From: J Fieb	Read Replies (1) \| Respond to of 50808

Some cable modem market data from CMTO thread..... Estimates for worldwide cable modem shipments: 1997 --- under .25 million 1998 --- .5 million 1999 --- 1 million 2000 --- 1.5 million 2001 --- 2 million 2002 --- 2.5 million North America's percentage of shipments: 1997 --- 80% 1998 --- 80% 1999 --- 78% 2000 --- 70% 2001 --- 60% 2002 --- 55% 1997 Top Five Vendors: 1. Motorola 2. Nortel 3. General Instruments 4. Toshiba 5. Com21 First Half 1998 Top Five Vendors: 1. Motorola 2. Nortel 3. Com21 4. 3Com 5. General Instruments Hoping the 3COM/DIVI/CUBE/Pioneer/Zenith/Morecom partnership plays in this market. Just having CSCO in talks for GIC raises the valuation of all companies in this arena.

To: Stoctrash who wrote (37886)	12/20/1998 8:36:00 AM
From: J Fieb	Read Replies (1) \| Respond to of 50808

SONY, Is on the CE side and also on the content side, but maybe they want even more?....... Sony May Be Eyeing NBC - (NEW YORK) -- Could the N-B-C network be bought by Sony? The ''New York Post'' says Sony wants to buy a U-S T-V network so it would have a distribution system for the shows and movies it produces. A T-V network would also be able to promote Sony merchandise. Since most of the other networks are already owned by production studios... Disney, Paramount, Time-Warner, Fox... only N-B-C and C-B-S now stand alone.