Broadband Bob Report


12/04/01


1. @Home Cuts Off AT&T and Charter, Other MSOs Still Talking
2. TI Introduces 802.11 Residential Gateway Platform
3. S-A Introduces DOCSIS Embedded MTA
4. Com21 & TII Enter Co-Marketing Deal
5. GCI to Deploy Cadant's CMTS in Alaska
6. ISG to Use LSI Logic's Tuner for DOCSIS Modules
7. PBC Introduces MPLS Open Access Solution
8. Jupiter to Deploy Arris' Cornerstone in Japan
9. China Broadband Reports 1,900 Subs in Shekou
10. Terayon Introduces DOCSIS MTA
11. DAQTron Introduces DOCSIS Testing System
12. Advent Introduces Dedicated CM Solution for SMEs

1. @Home Cuts Off AT&T and Charter, Other MSOs Still Talking
Last weekend, @Home exercised its court approved ability to break its affiliate contracts and shut down service by terminating service to AT&T and Charter. As a result, 995,000 subscribers lost service. However, the two operators had successfully migrated 460,500 [330,000 of 850,000 of AT&T's @Home subs and 130,500 of 145,000 Charter's @Home's subs] of their @Home subscribers to their own respective networks. AT&T@Home subscribers in Oregon, Washington, and metro Dallas are back online. Customers in San Francisco and Illinois are scheduled to be back today and tomorrow, with subscribers in Denver and Salt Lake City added on Wednesday. Customers in Hartford, Pittsuburgh, Sacramento, and the Rocky Mountain region will be up on Thursday, while subs in Michigan are slated to be back on-board on Friday. Charter has said that it will need up to four weeks to move the full remainder of its subscribers to its PipeLine network.

AT&T and Charter plan to credit subscribers with 2 days of free service for every day they are without access. For subscribers that are down for several days, AT&T will provide free dialup service while waiting. As part of the shift off the @Home network, subscribers are losing their @Home.com email addresses. Switched AT&T subs will get an email address with an @attbi.com domain and former Charter@Home subs will get a charter.net email address. Usernames will be unchanged.

While cutting AT&T and Charter from the @Home network, some Comcast subscribers, mainly in Connecticut, were accidently dropped. @Home has been working to bring these subs back online.

Comcast, Cox, Rogers, and more than 10 other smaller MSO affiliates are still in negotiations with @Home's bondholders to keep their connectivity alive. Excluding Rogers, these affiliates will likely need months to move subscribers to their own networks. Rogers is likely to bail out of negotiations since it claims that it can migrate all of its @Home subs to its own network within a few hours. Further, it says that it has already moved 60% of its subscribers' email addresses to the rogers.com domain.

AT&T is attempting to sabotage the bondholders' stragey by threatening to rescind its petty $307 million offer to acquire @Home if affiliate negotiations continue for much longer than the ten days it will need to migrate all of its subs to its own network. Other affiliates also tried to stop the bondholder's shut down effort last week by offering to outbid AT&T for the company. However, the offer was not delivered because AT&T and Charter were cut off.

Shareholders have been opposed to any shut down of the company or service since they can only capture value from their shares if the company is resurrected. However, the impact of the bondholder's play ironically increased the OTC value of @Home shares by more than 25%, an almost 2 cent per share increase.

DSL providers are attempting to convert @Home subs to its platform by offering them discounts and rebates. Covad has said that it is offering a $225 rebate to @Home subs, covering installation and equipment costs. A one year service agreement must be signed by January 31 and rebate forms must be postmarked by February 28. The provider claims that installations are completed within an average of 11 days. During downtime, Covad is offering new subs 10 free hours of dialup services.

Qwest has announced that it will provide @Home subs with $300 worth of free services and can complete installs between 10 and 15 days.

@Home
http://www.home.net


2. TI Introduces 802.11 Residential Gateway Platform
Texas Instruments [TI] has introduced TNETC408, a cable modem reference platform that includes wireless home networking. The technology consists of TI's DOCSIS 1.1 cable modem and a 802.11b single-chip MAC/baseband processor. The residential gateway solution will include third party software for support of a firewall, NAT, DHCP server, and web-based management.

Texas Instruments
http://www.ti.com


3. S-A Introduces DOCSIS Embedded MTA
Scientific Atlanta (S-A) has introduced WebStar DPX200, a DOCSIS cable modem that includes an embedded MTA, two RJ11 phone ports, and Ethernet and USB ports. The product is scheduled to be available early next year. S-A is also offering a stand-alone MTA, for adding VoIP support to cable modems.

Scientific Atlanta
http://www.sciatl.com


4. Com21 & TII Enter Co-Marketing Deal
Com21 has entered into a joint marketing agreement with TII Network Technologies that calls for TII to incorporate Com21's cable modems into its HPNA-based home networking solution dubbed Digital Closet. TII will be the exclusive distributor of Com21's modems for the "professionally installed multi-service residential gateway market." TII's home networking solution includes a router, a home networking switch, a firewall, and surge suppression technology. In a separate announcement, Com21 has said that Hathway Cable will deploy its DOXport 1110 DOCSIS modems in Pune, Delhi, and Mumbai, India. Teledatacom India will serve as a VAR.

Com21
http://www.com21.com

TII
http://www.tii-industries.com


5. GCI to Deploy Cadant's CMTS in Alaska
GCI has announced that it will deploy Cadant's C4 CMTS for its cable modem service in Alaska.

In other news, GCI has said that is now offering cable modem services in Nome. The provider also offers access in Anchorage, Fairbanks, Juneau, Sitka, Valdez, and surrounding communities.

GCI
http://www.gci.com

Cadant
http://www.cadant.com


6. ISG to Use LSI Logic's Tuner for DOCSIS Modules
LSI Logic has announced that ISG will use its DPS7000 Hi-IQ RF tuner for its ISG5000 RF receiver modules for DOCSIS cable modems. ISG's front-end requires a single 3.3 volt power supply.

The tuner is provided ina single 64-pin TQFP package and is priced at $7.40 in quantities of 10,000. Sample quantities are currently available. Volume quantities are scheduled for availability in Q'1 of next year.

LSI Logic
http://www.lsilogic.com

ISG
http://www.isgbroadband.com


7. PBC Introduces MPLS Open Access Solution
Pacific Broadband Communications has introduced a MPLS-based open access solution that combines its edge router CMTS with Juniper's [its new parent company] MPLS-enabled Internet routers. The solution provides RFC-2547bis MPLS VPN, MPLS traffic engineering with re-route resiliency, wirespeed forwarding, policy-based routing, QoS for maintaining SLAs, multiple QoS classes per ISP, per subscriber usage collection, and per ISP usage collection. The solution is currently available.

Pacific Broadband Communications
http://www.pacificbroadband.com


8. Jupiter to Deploy Arris' Cornerstone in Japan
Arris has announced that Jupiter will deploy 128 of its Cornerstone host digital terminals and 100,000 Voice Port NIUs in Kyushu, Japan. Installations will begin this month. Voice services are scheduled to be launched in the first quarter of next year. The deal has an approximate value of $40 million.

Arris has over 2,200,000 working lines of telephony currently deployed with more than 56 operators.

Arris
http://www.arrisi.com


9. China Broadband Reports 1,900 Subs in Shekou
China Broadband has announced that it has 1,900 residential and 100 business subscribers to its cable modem service in Shekou, China's only two-way cable modem offering. The provider, which has been offering the service for 11 months, said that it signed up 300 new subs in the third week of November.

China Broadband
http://www.chinabroadband.com


10. Terayon Introduces DOCSIS Embedded MTA
Terayon has introduced TA 102, a DOCSIS cable modem [TJ 615] that includes an embedded MTA, two RJ11 jacks, and Ethernet and USB ports. The technology, which is wall-mountable, includes an optional battery backup.

The company is planning to develop a version for the European and Asian markets, an outdoor version for the North American market, and a stand-alone MTA.

Terayon
http://www.terayon.com

11. DAQTron Introduces DOCSIS Testing System
DAQtron has introduced Mini-DAQSIS, a design testing solution for DOCSIS and EuroDOCSIS modems. The features and benefits of the technology include full utilization of existing customer equipment including VSA, spectrum analyzer, oscilloscope, packet generator, and CMTS; connection to other DOCSIS test systems; average setup and calibration time of less than four hours after a couple of days of training; storage of test results in CSV format, and importable into multiple database programs; importation of previous test results, and graphical, menu-driven tests that include the ability to analyze stored test results using customized graphing/trending tools.

DAQtron
http://www.daqtron.com


12. Advent Introduces Dedicated CM Solution for SMEs
Advent Networks has introduced Ultraband, a peer to peer cable modem system that provides dedicated bandwidth to small to mid-sized enterprises. The solution, which consists of a switch router and gateway, supports downstream data rates ranging from 5 Mbps to 40 Mbps and upstream rates from 0.5 Mbps to 8 Mbps.

Advent has said that Everest Connections, a Kansas City-based utility company planning to offer broadband services, has deployed Ultraband.

Advent Networks
http://www.advent.net




© Copyright 2000 Gecko Research & Publishing

The Broadband Bob Report is a weekly take of the latest news regarding data over cable, 2-way HFC networks and related applications and services. Subscribers to Broadband Bob’s Cable Modem Mailing List receive the Broadband Bob Report via E-Mail each Monday. For info on joining the mailing list, visit http://www.hfc.net/mailinglist

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