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September Bonanza for Motorola – Analyst Blog

Zacks Market Commentaries (October 2nd, 2009) Writes:
Struggling mobile phone maker Motorola Inc (MOT) is sailing through nicely with its Broadband Mobility (consisting of Home & Network Mobility and Enterprise Mobility segments) businesses. On Sept. 29, Cincinnati Bell Inc. (CBB) has selected Motorola's gigabit passive optical network (GPON), edge modulation, encryptor and encoding solutions for deployment in its fiber network. Motorola’s GPON solution will enable Cincinnati Bell to deliver next-generation video technologies including high-definition TV (HDTV), video-on-demand (VOD) and standard definition television programming. On Sept. 22, Middleburgh Telephone Company selected Motorola's gigabit passive optical network (GPON) to enable the delivery of rich, personalized media experiences to its subscribers. Motorola solutions inherently support SCTE-55-1, or Motorola RF return path functionality, for easy integration with its RF set-tops and head-end equipment. On Sept. 21, Motorola was awarded a contract to supply EuroDOCSIS 3.0 digital video modems to UPC Broadband for its pan-European network. ...

Comcast Extremely Fast Now – Analyst Blog

Zacks Market Commentaries (September 30th, 2009) Writes:
Comcast Corp. (CMCSA) has installed its residential “Extreme" tier DOCSIS 3.0 network in Colorado offering 50 Mbps downstream and 10 Mbps upstream speed for a price of $99.95 per month. The company is aggressively deploying the DOCSIS 3.0 (also called Wideband) technology to upgrade its existing customers to high-speed network. Management predicted that 80% of its residential networks will be upgraded to DOCSIS 3.0 by the end of 2009 and the rest by mid 2010.  With the introduction of the super fast Extreme package, Comcast can now compete head-on with Denver-based Quest Communications International Inc (Q) that provides VDSL-2 services offering a package of 40 Mbps downstream and 20 Mbps upstream speeds for a price of $109.99 per month. Comcast can offer a much cheaper package because implementation of the wideband network has also improved Comcast’s bottom-line. For most of its installations, the company is using ...

DOCSIS 3.0 Gains Momentum – Analyst Blog

Zacks Market Commentaries (September 28th, 2009) Writes:
Major cable MSOs (multi service operators) in the U.S. are aggressively deploying DCOSIS 3.0 technology. Intense competition among cable operators, satellite carriers and telecom service providers for broadband market share has forced the cable MSOs to opt for cost effective bandwidth enhancing technology for high-speed network. DOCSIS 3.0 (also called Wideband network) is a digital channel bonding technique that creates one larger and faster logical pipe to support throughput of at least 100 Mbit/second. With DOCSIS 3.0, cable operators are now able to offer one of the fastest Internet speeds available in the market. Comcast Corp. (CMCSA), the largest MSO in the U.S., has announced that it will upgrade around 40 million homes and businesses of the company’s existing networks with next-generation super-fast wideband technology by the end of 2009. Cablevision System Corp. (CVC) is also increasingly deploying DOCSIS 3.0. Time Warner Cable Inc. (...

Motorola Wins Major Contract – Analyst Blog

Zacks Market Commentaries (September 23rd, 2009) Writes:
Recently, Motorola Inc (MOT) was awarded a contract to supply EuroDOCSIS 3.0 digital video modems to UPC Broadband for its pan-European network. UPC Broadband is the European division of Liberty Global Inc (LBTYA), the largest cable TV operator in Europe.  Using Motorola’s SBV6120E EuroDOCSIS 3.0 voice and data solution, UPC will deliver high-speed (120 Mbps) data and IP voice and services to its customers in The Netherlands, Austria, Czech Republic, Hungary, Slovakia and Switzerland. The SBV6120E is part of Motorola's complete portfolio of bandwidth-expanding EuroDOCSIS 3.0-certified technologies.  EuroDOCSIS 3.0 standard is based on 8 MHz channels whereas U.S. DOCSIS 3.0 standard is based on 6 MHz channels. Motorola’s DOCSIS 3.0 solutions enable cable operators to cost-effectively introduce new value-added services, increase bandwidth for feature-rich services, generate higher return on investment, and increase revenues.  Although the financial terms of this contract haves not been disclosed, ...

Zacks Analyst Blog Highlights: Arris Group Inc., Cisco System, Motorola, Comcast Corp. and Time Warner Cable Inc. – Press Releases

Zacks Market Commentaries (August 27th, 2009) Writes:

For Immediate Release

Chicago, IL – August 27, 2009 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Arris Group Inc. (ARRS), Cisco System (CSCO), Motorola (MOT), Comcast Corp. (CMCSA) and Time Warner Cable Inc. (TWC).

Get the most recent insight from Zacks Equity Research with the free Profit from the Pros newsletter: http://at.zacks.com/?id=5513

Here are highlights from Wednesday’s Analyst Blog:

Arris Leads CMTS Market

Arris Group Inc. (ARRS) has become the world leader of the Cable Modem Termination System (CMTS) market. According to a recent report of Infonetics Research, Arris achieved this milestone for the first time in its history during the second quarter. The

...

Arris Leads CMTS Market – Analyst Blog

Zacks Market Commentaries (August 26th, 2009) Writes:

Arris Group Inc. (ARRS) has become the world leader of the Cable Modem Termination System (CMTS) market. According to a recent report of Infonetics Research, Arris achieved this milestone for the first time in its history during the second quarter. The CMTS market is highly competitive as large broadband gear makers like Cisco System (CSCO) and Motorola (MOT) are also major players. Arris always remains a strong contender for the North American market, but globally it performs poorly compared to its peers.

Arris has established a solid foothold in the rapidly growing CMTS market. The prime reason for this is the aggressive roll-out of DOCSIS 3.0 technology by cable MSOs. As a result of DOCSIS 3.0 implementation, downstream port shipment increased 9% globally during the second quarter compared to the previous quarter. At present, Arris commands approximately 47% of the global CMTS market having taken over the leadership

...

Comcast Aggressively Positioning Docsis – Analyst Blog

Zacks Market Commentaries (August 10th, 2009) Writes:
Comcast Corp. (CMCSA) is aggressively deploying Docsis 3.0 technology to upgrade its existing customers to high-speed network. Docsis 3.0 (also called Wideband network) is a digital channel-bonding technique that creates one larger and faster logical pipe to support throughput of at least 100 Mbit/second. Recently, management announced that it expects to upgrade around 40 million homes and businesses of the company’s existing networks with next-generation super-fast wideband technology by the end of 2009. This revised estimate exceeds Comcast’s previous guidance of 30 million homes and businesses.

With Docsis 3.0, Comcast is now able to offer one of the fastest Internet speeds available in the market. The company has not only doubled the speed for its customers but also offers new higher-speed service plans. Offering high-speed Internet access has become essential for service providers since preference for video-on-demand (watching movie on the Internet) has increased among customers. In addition,

...

WaPo Ad Rev Down, EPS Up – Analyst Blog

Zacks Market Commentaries (July 31st, 2009) Writes:
WPO EPS Rises Despite Plummeting Ad Revenue Washington Post Company (WPO) recently reported second quarter 2009 results with single-digit growth posted in both top-line and bottom-line despite decline in advertising revenue. Revenue for the reported quarter increased 2% year over year to $1,128.5 million, driven by revenue growth at the Education and Cable Television divisions, which were offset by revenue declines at the Newspaper Publishing, Television Broadcasting and Magazine Publishing divisions. EPS for the reported quarter increased 1.6% to $5.72, surpassing Zacks Consensus Estimate of $3.62. On a reported basis, quarterly EPS was $1.30 compared to a net loss per share of $0.31 reported in the prior year quarter. While times are tough, the company’s diversified business mix is faring better than many of its publishing house competitors – Education and Cable Television divisions. Education division delivered strong performance – revenue up 13% to $649.3 ...

Govt. Stimulus Helps Small Telecom Firms – Analyst Blog

Zacks Market Commentaries (June 29th, 2009) Writes:

Small telecom equipment manufacturers, like Alvarion Ltd. (ALVR), Arris Group (ARRS), ADC Telecommunications (ADCT), and Anaren Inc. (ANEN), are expected to benefit from the $7.2 billion Broadband stimulus fund granted by the U.S. government under the Rural Utilities Service program.

The American Reinvestment & Recovery Act contains provisions that encourage telecom operators to apply for grants, loans and guarantees to assist them in deploying un-served and under-served communities for broadband access. Telecom-gear makers and infrastructure-solution providers will help the regional/rural telecom operators to plan, design, and implement broadband networks.

Recently, Alvarion received a five-year contract from Open Range Communications Inc, a U.S. wireless operator. The total contract size is more than $100 million. Alvarion will provide radio-access equipment, customer premises devices and systems integration for Open Range's broadband wireless network deployment spanning 17 states, 546 rural communities that may reach out to a population

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