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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (3446)	4/26/1999 1:49:00 PM
From: Kenneth E. Phillipps	Respond to of 12823

Are cable modems the answer or just a stop along the way? Revenue for cable equipment to grow at 32.8% comppund annual rate. It appears that one factor holding up cable modem sales is installation problems. DSL modems are embedded in PCs but cable modems are not. Ken go2net.newsalert.com Cable Modems: The Answer For Increased Bandwidth, Or Just A Stop Along The Way Business Wire - April 26, 1999 12:35 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 CONTACT: Semico Research Morry Marshall, 602/997-0337, ext. 108 morrym@semico.com Headlines Previous Story Next Story %AZ-SEMICO-RESEARCH %ARIZONA %MASSACHUSETTS %CALIFORNIA %COMPUTERS %ELECTRONICS %COMED %TELECOMMUNICATIONS %INTERACTIVE %MULTIMEDIA %INTERNET V%BW P%BW

To: MikeM54321 who wrote (3446)	4/26/1999 7:32:00 PM
From: lml	Read Replies (2) \| Respond to of 12823

I don't believe the WSJ reporter was aware of this, but there are cable phone systems currently working (POTS over coaxial and not packet based) and have been working for a few years now. I believe one system is in Japan. And some others in South America. Mike et al: I know that UMG is delivering telephony over its cable network in & around Culver City in Los Angeles as well as certain parts of Orange County, Calif. I believe this service to be POTS & not packet based, which is still in development. Someone correct me if my understanding is not consistent with yours.