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URL:  https://boards.fool.com/weekly-broadband-report-11060215.aspx

Subject:  weekly broadband report Date:  7/17/1999  8:08 PM
Author:  trenchrat Number:  2525 of 123793


Daily Analysis of the broadband market

W H E N N E W S I S N O T E N O U G H
_________________________________________

07-19-99

*CMTS' from Nortel and Motorola Achieve DOCSIS Qualification
*ServiceCo Reports 320k RoadRunner & MediaOne Express Subs
*HSA Negotiating with ServiceCo for Its Affiliates Tier 2 Systems
*ISP Channel to offer Services over MediaCom's Systems
*CRTC Imposes Leased Access Regulations in Canada
*Starview to Deploy NetGame's System to Serve MDUs
*Terayon Acquires Imedia
*RCN to Deploy Cisco uBRs Systemwide
*GI Invests in @Home Solutions & Becomes Technology Partner
*Open Access Update
*ZyXEL Introduces SOHO Router
*Tepco to Introduce Data Services in Japan
*@Home to Acquire iMall
*Charter Reduces Fees for Telco Return Service in Riverside
*Motorola & InfoLibria Enter Intrastructure Co-Marketing Deal
*Dell'Oro Begins Research of Broadband Market
*AT&T Appoints Carl Vogel to Head Cable Data Services
*Telia Stofa Orders 2,000 Com21 DOCSIS Modems


CMTS' from Nortel and Motorola Achieve DOCSIS Qualification
===============================================
CableLabs has qualified cable modem termination systems submitted by Nortel and Motorola. The two
vendors join Cisco as the only qualified suppliers. Vendors achieve CMTS qualification by (1) signing an
affidavit affirming their compliance to the published DOCSIS specs and interoperability with DOCSIS
certified cable modems, (2) exhibiting satisfactory performance in field trials, and (3) by passing a series of
interoperability, stability and specification conformance tests.

CableLabs claims that DOCSIS CMTS units have been deployed in 60+ locations.

Vendors with DOCSIS certified cable modems include: Askey, Cisco, Philips, Samsung, Sony, Toshiba,
Thomson, 3Com, GI and Nortel.

CableLabs
http://www.cablelabs.com

MCNS
http://www.cablemodem.com

Nortel
http://www.nortelnetworks.com

Arris
http://www.arris-i.com

Motorola
http://www.mot.com/multimedia


ServiceCo Reports 320k+ RoadRunner & MediaOne Express Subs
===============================================
ServiceCo has announced that it is serving more than 320,000 RoadRunner and MediaOne Express
subscribers, and that its services pass more than 10.4 million homes (which suggests an approximate 3.15%
penetration rate).

In separate news, the company has named Trey Smith as its CTO and Sr. VP of engineering. Smith comes
from Compaq, where he was VP of advanced consumer products.

RoadRunner
http://www.rr.com

MediaOne Express
http://www.mediaoneexpress.com


ISP Channel to offer Services over MediaCom's Systems
=========================================
ISP Channel said that it had signed a multi-year agreement with MediaCom to offer data services over the
MSO's systems, which pass more than 1 million homes. The deal is written to 10-year terms with 5-years
guaranteed. The agreement requires that MediaCom upgrade its systems over the next 3 years.

As part of the deal, ISP Channel will issue 3.5 million shares of Softnet's common stock to MediaCom,
making it the company's largest shareholder (owning 13.66% of Softnet's fully diluted shares).

The agreement propels ISP Channel as the third largest third party cable ISP in the nation, trailing only
@Home and RoadRunner in contracted homes passed.

The provider should enjoy the title while it lasts. HSA, the ISP Channel's most formidable rival in the war
for tier 2 homes passed, has announced in its prospectus that it has signed a non-binding letter of intent
with ServiceCo to offer its services over the tier 2 systems operated by ServiceCo's affiliates (Time Warner,
MediaOne, etc.). According to the arrangement, ServiceCo would be granted a warrant to purchase one
share of common stock at a price of $5 per share for each home passed that were jointly designated to
receive HSA's data services up to a maximum of 5 million homes passed. The deal would allow HSA to
use RoadRunner content for its services. The two are still negotiating the details.

ISP Channel
http://www.ispchannel.com

MediaCom
http://www.mediacomllc.com

HSA
http://www.hsacorp.net

RoadRunner
http://www.rr.com


CRTC Imposes Leased Access Regulations in Canada
============================================
The Canadian Radio-television and Telecommunications Commission (CRTC) has ordered cable operators
to lease access to its systems to traditional ISPs. The operators are required to submit cost data to the
organization to justify the rates that the ops plan to charge ISPs. Access is allowed to begin before the cost
data is filed.

As part of the ruling, the CRTC refused to force Bell Canada to lower its DSL wholesale rates to ISPs.

CRTC
http://www.crtc.gc.ca


Starview to Deploy NetGame's System to Serve MDUs
========================================
Starview Communications, a MSO based in Ardmore, PA, serving MDUs, has said that it will deploy
NetGame's cable modem system.

NetGame Cable
http://www.ngcable.com


Terayon Acquires Imedia
===================
Terayon has announced that it will acquire Imedia, supplier of routing and re-multiplexing systems for
digital video. Terayon plans to use the technology to develop a platform for new services such as local
programming, targeting ads, and web-enhanced video. The all stock deal has been valued at $100 million
plus transaction costs. It is expected to be finalized by Q'4.

Separately, Terayon reported that it shipped 58,000 cable modems and 158 CMTS units in the second
quarter. To-date, the vendor has shipped in excess of 160,000 modems.

Terayon
http://www.terayon.com

Imedia
http://www.imedia.com


RCN to Deploy Cisco uBRs Systemwide
==============================
RCN announced that it is deploying Cisco's uBR 7246 CMTS' and 12008 Gigabit Switch Routers over its
broadband networks serving major markets. Presently, RCN has been offered data services by utilizing
Hybrid Networks' system.

RCN
http://www.rcn.com

Cisco
http://www.cisco.com


GI Invests in @Home Solutions & Becomes Technology Partner
==============================================
GI has made an investment in @Home Solution so that it could be recognized as a strategic technology
partner. As part of the agreement, the vendor will provide support resources for its cable modems and
participate in marketing programs. In addition, GI will be able to license Excite@Home trademarks and
logos.

General Instrument
http://www.gi.com

SurfBoard
http://www.surfboard.com

@Home
http://www.home.net


Open Access Update
===============
In California, SB1217, an open access initiative put forth to Los Angeles legislatures was declared dead
and not even voted upon by the Assembly Utilities and Commerce Committee.

In Florida, Broward County commissioners voted 4-3 in favor of an ordinance requiring open access.

@Home introduced a collection of articles and press announcements related to the open access debate. The
resource is accessible at http://www.home.net/source


ZyXEL Introduces SOHO Router
========================
ZyXEL has introduced Prestige 310, a SOHO router that connects a LAN to a single cable modem. The
self-configured device features a 10 Mbps Ethernet WAN port, an autosensing 10/100 BaseT port, and
DHCP functionality. The router can be remotely managed via a telnet connection.

Prestige 310 will begin shipping in August through distributors for $349.

ZyXEL
http://www.zyxel.com


Tepco to Introduce Data Services in Japan
===============================
Tepco, Japan's largest utility provider, has said that it will offer communications services, including
Internet access, over Tepco Cable TV next April to 57,000 homes in Soka, Saitama Prefecture. The
provider plans two expansions including one that would include 300,000 homes passed in the greater
Tokyo area, and a second that would pass 400,000 HHP, following a migration to digital broadcasting.
Tepco also plans to offer a third party cable ISP service to unaffiliated cable operators.

Tepco plans to offer data services for 6,000 Yen (US$50) per month.

Tepco
http://www.tepco.co.jp


@Home to Acquire iMall
==================
@Home has signed a definitive agreement to acquire iMall, a provider of e-commerce solutions, for 8.3
million shares of stock plus warrants and options. The deal is valued at $425 million. @Home will use
iMall's business to provide e-commerce capabilities for its web clients, and particularly for @Work
customers. The company will operate as an independent subsidiary of @Home, reporting to the @Work
division.

iMall
http://www.imall.com

@Home
http://www.home.net


Charter Reduces Fees for Telco Return Service in Riverside
===========================================
Charter has announced that it has reduced the fees for its telco return cable modem service in Riverside,
California to $29.95 a month, which includes access and cable modem rental. Installation has been cut to
$29.95. Charter serves 53,000 subs in the area.

Two way services are scheduled for 2001.

Charter Communications
http://www.chartercomm.com


Motorola & InfoLibria Enter Intrastructure Co-Marketing Deal
=============================================
Motorola and InfoLibria have entered into a co-marketing agreement created to promote a caching
(DynaCache) and content delivery (MediaMall) solution with Motorola's cable modem system.

InfoLibria
http://www.infolibria.com

Motorola
http://www.mot.com/multimedia


Dell'Oro Begins Research of Broadband Market
===================================
Dell'Oro, a research firm, has included market data on cable modems and the xDSL markets within its
quarterly report, the Quarterly Router and Remote Access Report. Its teaser includes an estimate that cable
modem market revenue grew 14% during Q'1 and that the DSL market grew 51%.

Dell'Oro
http://www.delloro.com


AT&T Appoints Carl Vogel to Head Cable Data Services
=========================================
AT&T has appointed Carl Vogel as executive VP and COO of the MSO's cable data services. Vogel has
head-up services for both EchoStar and PrimeStar. The new-hire will report directly to Leo.

AT&T
http://www.att.com


Telia Stofa Orders 2,000 Com21 DOCSIS Modems
=====================================
Com21 said that it has received an order for 2,000 DOCSIS modems from Telia Stofa, a Danish cable op
that ordered 1,000 of the units earlier in the year.

Com21
http://www.com21.com










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