Report: Modem Shipments Dropped

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While it is likely no surprise to cable-modem vendors, a new report showed
that the worldwide cable-modem market dropped off 15 percent quarter over
quarter for the first half of this year.

According to Dell'Oro Group, a Redwood City, Calif.-based research firm, the
cable-modem customer-premises-equipment market dropped from about $191.75
million in the first quarter to $168 million in the second quarter.

But it isn't all bad news -- Dell'Oro attributed the decline mostly to a drop
in proprietary cable-modem shipments as the newer Data Over Cable Service
Interface Specification and EuroDOCSIS units gain prominence.

'In 2001, proprietary products represented almost 20 percent of unit
shipments, but in [the second quarter of 2002], they accounted for less than 10
percent,' according to Dell'Oro senior analyst Paul Baranello.

'We attribute this trend to cable-modem-service providers choosing products
based on standardized technologies, such as DOCSIS, for future deployments,' he
added.

Among vendors, Motorola Inc. recaptured the lead, registering a 24 percent
growth in its cable-modem shipments.

Toshiba America Information Systems Inc. dropped its shipment numbers 2
percent to claim the No. 2 spot, followed by Scientific-Atlanta Inc. in third,
with a 40 percent jump in units shipped. Thomson Multimedia came in at No. 4,
having dropped its modem shipments 42 percent, according to Dell'Oro.

Fellow analyst firm Kinetic Strategies Inc. recently reported that
DOCSIS-unit shipments jumped in the second quarter to a record 2.5 million.

There, too, Motorola topped the list, shipping 825,000 units worldwide.
Toshiba followed with 448,000, with Asian vendor Ambit Microsystems Corp.
claiming No. 3 at 433,000 and S-A following with 272,000
units.

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