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

To: Christiaan McDonald who wrote (6983)	2/9/1999 11:09:00 AM
From: Goodboy	Read Replies (1) \| Respond to of 21143

Ken, I won't fully disagree with your point, but I think there should be a clarification. My contacts have told me and it was confirmed on the SFA call that any delay in rolling out VOD is out of choice, not a technology problem or difficulty in delivering the service. IT is there if the MSO's want to flick the switch once a acceptable penetration rate is achieved in a particular system. In addition, we will have the momentum of selections. As MSO's commit to server selection, it becomes easier to model earnings potential and growth. Time Warner is the only major MSO that has "publicly" selected server companies. Marcus has not yet made that statement, but I would expect that it will be the case soon. In fact, now that cablelabs has pushed IP telephony into late 2000 or 2001 (IP telephony was the big buzz at cable show next to VOD), this would allow for more focus on internet and VOD deployment going forward. By the way, some wild stuff is being planned by SFA and others for the home. The new plan involves the Set top box or cable modem as a "local" hub to the home. The TV or PC will be the host and the cable line the main pipe into the home. The MSO will then use the wired twisted pair copper wire that flows through most rooms in the home to create a network (WAN/LAN)to attach appliances, security systems, video cameras, lighting, garage doors, sprinklers, pool system, climate control, electricity monitoring and billing, entertainment system and anything else they can dream up.