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To: Doughboy who wrote (1416)4/26/1999 6:41:00 PM
From: Patriarch  Read Replies (1) | Respond to of 6531
 
As found on the COMS thread:

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).


Message 9147238



To: Doughboy who wrote (1416)4/26/1999 6:54:00 PM
From: mmeggs  Read Replies (1) | Respond to of 6531
 
That consensus number is rising. First Boston increased estimates to .79 for '99 and $1.00 for '00. Forward PE beginning to look reasonable.

mmeggs