No. of Recommendations: 1

07-27-99

*@Home Reports 620,000 Subs
*Nagoya Cable to Deploy Com21 Modems in Japan
*RoadRunner to Offer Fax Services via FaxNet Partnership
*AT&T Expands @Home Service in Metro Chicago
*Open Access Update
*Broadband Networks & Time Warner Team on Data Projects
*DeltaKabel Reports 60,000 Modems Shipped

@Home Reports 620,000 Subs
=======================
@Home said in its second quarter report that it ended June with 620,000 subscribers, up 35% from the end
of March. The provider reported that its affiliates' base of two-way enabled homes passed had grown to 17
million HHP, up 2 million from the previous quarter. During Q'2, @Home service was launched in 21
markets, raising its total number of active markets (internationally) to 89.

@Work ended Q'2 with 3,000 accounts, up 2,200 from Q'1. The company did not specify how many of the
accounts employed HFC solutions.

According to quarterly reports from @Home's two largest Canadian affiliates, 220,000 of @Home's
620,000 subs are served by Rogers and Shaw. Rogers announced that it had 100,500 subs, up 24,500 from
last quarter. It said that the service passes 2.5 million homes. Shaw said that it had 120,000 @Home subs,
up 21,000 from the previous quarter and up 11,500 in June alone. The service passes 1.4 million homes.
At a take rate of 8.5%, Shaw maintains one of the best penetration rates in the world for a tier one provider
(probably second to Time Warner's penetration in Portland) and certainly, for an operator serving multiple
markets.

In a separate announcement, @Home said that it entered an agreement with Circuit City, in which the
computer retailer would sell @Home pre-installation kits and, in time, provide service demonstrations and
a hotline phone to a sales rep via an in-store kiosk (armed with SurfWatch software).

The kits, not a new item, feature a coupon for $50 of the install and a free month of service. The MSRP on
the kit is $39.95.

@Home
http://www.home.net

Rogers
http://www.rogerswave.ca

Shaw
http://www.shaw.ca

Circuit City
http://www.circuitcity.com


Nagoya Cable to Deploy Com21 Modems in Japan
=====================================
Nagoya Cable, along with partner KDD Media Net, announced that it is deploying Com21's proprietary
modems in Japan. The duo have placed an order with the vendor for $1.5 million worth of gear, to be
delivered over the next two years. Commercial deployment commenced in May, following a yearlong trial
of cable modem service in the city of Nagoya.

A KDD rep suggested the provider may offer telephony services via the network.

Nagoya Cable and KDD Media Net pass 400,000 homes.

In other news, Com21 said that it shipped 61,000 modems in Q'2, and 99,000 YTD, to bring its total
modems shipped count to approximately 138,000. The vendor barely edged out its rival, Terayon for Q'2
shipments. Terayon reported 58,000 modems shipped during the quarter.

Although Com21 has failed to get its DOCSIS modem certified, it did receive level 2 approval from
@Home this month.

Com21
http://www.com21.com


RoadRunner to Offer Fax Services via FaxNet Partnership
==========================================
ServiceCo announced that it signed a deal with FaxNet that will provide RoadRunner subs with access to
free fax to email service. According to terms, FaxNet will supply its FaxMission and FaxMission PRO
Internet fax services and sales, marketing and operations support to ServiceCo to be branded as FaxRunner.
The service will feature an option to redirect faxes to any conventional fax machine, on a fee driven basis.

In a separate announcement, ServiceCo reported that it has partnered with theglobe.com, per a one-year
agreement, to deliver the company's game content to RoadRunner subs.

RoadRunner
http://www.rr.com

FaxNet
http://www.faxnet.net

theglobe.com
http://www.theglobe.com


AT&T Expands @Home Service in Metro Chicago
===================================
AT&T announced that it has expanded its @Home service in metro Chicago to pass homes in Arlington
Heights, Des Plaines, Prospect Heights, Schaumburg, Streamwood, Winnetka, Kennilworth, and Glencoe.

AT&T passes 600,000 throughout Chicago.

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

@Home
http://www.home.net


Open Access Update
===============
Ameritech said that it would launch a cable modem trial over its HFC system known as Americast in
Chicago to demonstrate how multiple providers such as AOL can offer data services over a cable system.
The demo promises to be similar to the one delivered by GTE in Florida a couple of months ago.

A FCC staffer introduced a report urging the government body not to impose regulations on cable
operators. There is no binding value to the research.

ISPs in California organized a new open access group known as the Southern California Open Access
Alliance. Members include the Federation of Hillside and Canyon Associations, Westside Civic
Federation, Black Business Association, Latin Business Association, GTE, PacBell, MindSpring,
AztecaNet, AOL, Pacoima Chamber of Commerce, Crenshaw Chamber of Commerce, a bunch of non-
disclosed ISPs and even a group of individuals, including the Reverend Cecil L. Murray, a senior pastor for
the First AME Church. The group will push for open access in L.A.

In St. Louis, the National Association of Counties, a group representing 1,800 U.S. counties, passed an
open access resolution to develop a national open access policy.

Comcast, AT&T and Advanced Cable Communications have joined to file suit against Broward County in
U.S. District Court in Miami on the basis that county officials approved an illegal ordinance earlier this
month that imposes open access on cable operators. In the county affected, Comcast provides video
services to 16,500 subs. ISP Channel offers data services over Advanced Cable's system, which serves
47,000 video subs in Broward.

The Bay Area Open Access Coalition got perturbed this week after AT&T refused to air an open access
propaganda ad in San Francisco. The group accuses the MSO of "censorship, information control, content
management", and "Orwellian Big Brother" tactics used to manipulate the cable airwaves. The ISPs stated
that they simply wanted to counter an AT&T PR effort in the area tagged "Hands off the Internet."

@Home proved to be less creative when slinging mud back. The provider simply accused the OpenNet
Coalition of embracing a "Spin First, Read Later" approach and said that the group ignored the laws of
economics and competition. It was not confirmed that @Home reps will attend the South Park movie this
week for ideas on some more colorful attacks.

Ameritech
http://www.ameritech.com

FCC
http://www.fcc.gov

Southern California Open Access Alliance
http://www.openaccessalliance.org

Bay Area Open Access Coalition
http://www.baoc.net

OpenNet Coalition
http://www.opennetcoalition.org

@Home's Open Access Debate Resources
http://www.home.net/source


Broadband Networks & Time Warner Team on Data Project
===========================================
Time Warner Cable (TW) has signed a pact with Broadband Networks Inc (BNI), in which the systems
integrator will be contracted to supply a high speed data service and interactive video network for the
Spring Branch Independent School District in Houston, Texas. The contract, a 10-year deal has been
awarded to BNI on a revenue sharing arrangement.

Broadband Networks is a subsidiary of NumereX

Time Warner
http://www.pathfinder.com/corp/twcable/index.html

NumereX
http://www.nmrx.com


DeltaKabel Reports 60,000 Modems Shipped
=================================
DeltaKabel, a Dutch cable modem vendor has said that it has shipped 60,000 cable modems and 200 CMTS
units to cable operators throughout Europe including Casema, Kabelfoon, NV Rendo, The City of
Brunssum, Albrandswaard, and Telecai Utrecht. The company plans to introduce a DOCSIS 1.1 modem in
Q'4. A DVB modem is scheduled for availability early next year.

DeltaKabel
http://www.dkt.nl
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