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To: tommy gunn who wrote (5362)2/2/1999 12:38:00 AM
From: MonsieurGonzo  Read Replies (1) | Respond to of 11051
 
Tommy; RE:" SFA "

>SFA will be another supplier other than MOT...

"...Time Warner Cable (TWX), which serves 12 million subscribers in 37 states, is committed to buying 1.1 million (SFA - Scientific Atlanta) set-tops, with an option for 500,000 additional units..."

TERN - Terayon Communications "Terayon develops, markets and sells cable modem systems that enable cable operators to deploy two-way broadband access services. For the nine months ended 9/30/98, total revenues rose from $755 thousand to $18.8 million. Net loss applicable to Common rose from $14.4 million to $41.7 million. Revenues reflect sales of cable modems and headend equipment to new and existing customers. Net loss reflects higher sales and marketing expense due to personnel and tradeshow costs."

CLST - CellStar Corp "is a non-carrier wholsale distributor of wireless phones for Motorola, Ericsson, Nokia, QUALCOMM, Sony and NEC with operations in the U.S., Asia-Pacific, Latin America and Europe. For the nine months ended 8/31/98, revenues rose 26% to $1.35 billion. Net income fell 9% to $33.2 million. Results reflect increased revenues from the Latin American Region due to a promotion by a cellular carrier in Mexico, offset by $9.1 million in losses on the Topp investment."

CMVT + CWP/CWZ -- CMVT now a NAZ-100 component...

CMVT - Comverse Technology "CMVT designs, develops, manufactures, markets and supports computer and telecommunications systems and software for multimedia communications and information processing applications. For the nine months ended 10/31/98 (vs. 9/30/97), revenues rose 26% to $506 million. Net income rose 54% to $50 million. Revenues benefitted from a higher volume of sales of systems and parts in Europe. Earnings also benefitted from a lower overall effective tax rate."

-Steve



To: tommy gunn who wrote (5362)2/2/1999 11:32:00 AM
From: IA  Respond to of 11051
 
Here's another possibility for the set-top boxes, quote taken from Jim Jubak's column

moneycentral.msn.com

" Broadcom is truly agnostic.
The company makes chips and chip sets for all of the competing technologies: cable modems, cable set-top boxes, direct-broadcast satellite, ADSL and its next-generation kin, high-speed Ethernet for local area networks. If you can think of a player in any of these areas, the company is probably a Broadcom customer: Northern Telecom Ltd. (NT), Cisco Systems Inc. (CSCO), General Instrument Corp. (GIC), Scientific-Atlanta Inc. (SFA), Motorola Inc. (MOT), 3Com Corp. (COMS), and Ericsson (ERICY)."

Splitting two-for-one Feb 17th.

Insightful thread. thx.

-IA