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To: Bob Strickland who wrote (39659)4/5/1999 4:03:00 PM
From: BillyG  Respond to of 50808
 
Interview with the CEO of Scientific-Atlanta......
industrywatch.com

"This industry is driven by three technologies including semiconductor technology, which is basically the cost of the digital set tops that you provide in the house. It is also driven by fiber optic technology, which controls the bandwidth and reliability of the networks, and lastly by magnetic storage technology, which gives us the ability to store movies for video-on-demand and store new services that can be given to our customer on an on-demand basis. These technologies are all moving now at a very rapid rate and as a result, represent a permanent change for the cable industry that is going to create a significant increase in the opportunity for companies like Scientific-Atlanta."