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Technology Stocks : Concurrent Computer (CCUR) -- Ignore unavailable to you. Want to Upgrade?

To: Christiaan McDonald who wrote (6576)	1/21/1999 9:34:00 AM
From: ENOTS	Respond to of 21143

from barrons The stunning $6.7-billion purchase of Web "portal" Excite by cable Internet access provider @Home has shaken up the industry in many ways. But one thing is clear: Cable modems are winning the access war, big time. While local phone companies struggle to bring their form of fast Web access into the home, the cable companies are moving aggressively to get Americans to hook up to the 'Net through their TVs rather than PCs. @Home supplies broadband Internet access over cable. That should help buoy leading cable modem manufacturers, such as Motorola, Northern Telecom and 3Com's U.S. Robotics unit. It also should help General Instrument and Scientific-Atlanta, the two largest manufacturers of set-top cable boxes, which will include cable modems by midyear. Those stocks have had a nice run-up recently, at least partly on the news of cable modems' success.