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Technology Stocks : 3Com Corporation (COMS) -- Ignore unavailable to you. Want to Upgrade?

To: Moonray who wrote (30168)	4/26/1999 11:42:00 AM
From: Neil H	Respond to of 45548

I picked up more at dip to 25.5 today. Neil

To: Moonray who wrote (30168)	4/26/1999 12:28:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 45548

Hi Moon - How much of this growing market will 3Coms get? Cable Modems: The Answer For Increased Bandwidth, Or Just A Stop Along The Way Business Editors/Technology Writers PHOENIX--(BUSINESS WIRE)--April 26, 1999--An in-depth analysis of the Cable Modem market and its role in the emerging demand for high-bandwidth Internet connections was released by Semico Research Corp. today in a study, "Cable Modems: The Answer For Increased Bandwidth, Or Just A Stop Along The Way." The worldwide market for cable modems is expected to grow from 1 million units in 1998 to approximately 35 million units in the year 2005, a 65.2% Compound Annual Growth Rate (CAGR). The worldwide market for equipment revenue is expected to grow from $258M in 1998 to approximately $1,877M by 2005, a 32.8% CAGR Included in this report is an analysis of the factors governing the deployment of alternative solutions such as ADSL, xDSL, G.Lite and Satellites. This analysis concludes that, given the current market conditions, cable modems have the lead in terms of volume over the other new solutions for obtaining a high-speed Internet connection. With download speeds of up to 10Mbps and upload speeds of up to 2.5Mbps, the cable modem offers the best-cost performance when compared with many of the older solutions offered by the RBOCs. In its most recent iteration, the cable modem offers a true, two-way, high-speed portal that will be interoperable between different cable systems, while the RBOCs still struggle with standards and interoperability issues. In order to stay ahead, however, the cable companies must make several improvements in technology and marketing, or they run the risk of being eclipsed by more robust solutions. Recognizing that many factors are external to the companies deploying these new, high-bandwidth solutions, Semico Research Corp. has prepared three scenarios: Optimistic, Most Likely, and Pessimistic, that encompass the underlying trends and market drivers influencing the roll-out of these services. These forecasts include the penetration rates for consumers and businesses in the U.S. and worldwide markets and also the expected equipment revenues for the different markets. The report presents seven-year forecasts by market segment and region, examines key trends and discusses issues critical to both cable companies and the RBOCs, with special emphasis on the successful deployment of cable modem technology. The report also makes several recommendations of how the roll-out of cable modem services could be aided through the addition of new products to further increase cable modem demand by end-users. "Cable Modems: The Answer For Increased Bandwidth, Or Just A Stop Along The Way." is available for immediate shipment. The list price is $3500. Semico Research Corp. is a leader in providing semiconductor market research and custom consulting. Its headquarters are in Phoenix, with offices in northern California and Boston as well as in Europe and in Japan. Other products and services are available at the Semico Research Corp. Web site, www.semico.com. CONTACT: Morry Marshall, (602/997-0337 X108, morrym@semico.com) Semico Research Corp., 7419 N. 16th Street #202, Phoenix, AZ 85020 --30--aec/ix* CONTACT: Semico Research Morry Marshall, 602/997-0337, ext. 108 morrym@semico.com ===================================================================== EKS