Executive Overview

Chapter 1   Overview

1.1 Economic/Industry Developments

1.1.1 Negatives 1.1.2 Positives

Chapter 2     VOD & PVR: Competitive or Complimentary?

2.1 VOD Categories

2.1.1 Technologies 2.1.1.1 PPV, Near VOD (NVOD) and VOD 2.1.2 Service/Revenue Classifications 2.1.2.1 VOD vs. Subscription VOD (SVOD) 2.1.2.2 VOD vs. Everything On Demand (EOD) 2.1.2.3 ROI analysis for analog STBs, digital STBs, and PVR-equipped STBs

2.2 PVR Categories

2.2.1 Standalone 2.2.2 Integrated with Satellite STBs (Receivers) 2.2.3 Integrated with Cable STB 2.2.4 Integrated with PC 2.2.4.1 Analog STBs 2.2.4.2 Small/medium systems 2.2.4.3 Low capital equipment budgets 2.2.5 When does VOD work best? 2.2.5.1 Digital STBs 2.2.5.2 HFC in place 2.2.5.3 Medium/large systems 2.2.6 Capital budgets sufficient for centralized servers 2.2.7 VOD/PVR competition

2.3 PVR vs. VOD 2.4 PVR vs. NVOD 2.5 PVR vs. SVOD 2.6 VOD/PVR cooperation

2.6.1 NVOD integrated with PVR = Distributed VOD (DVOD)

Chapter 3     The Cable TV Industry

3.1 The Digital Landscape

3.1.1 HFC upgrade rates and capacity 3.1.2 Digital Penetration and take rates 3.1.3 Market drivers 3.1.4 Market barriers 3.1.5 Regulatory landscape 3.1.6 Competitive landscape 3.1.7 Standards issues

3.2 The Cable VOD Opportunity

3.2.1 Trials underway 3.2.2 Current installed base and take rates 3.2.3 Market drivers 3.2.4 Market barriers 3.2.5 Regulatory landscape 3.2.6 Competitive landscape

Chapter 4    Worldwide Digital Cable Subscribers, Forecast 2002-2005

4.1 Global drivers of Digital Cable

4.1.1 Worldwide drivers of Digital Cable 4.1.2 North America and Europe overview 4.1.3 Share of worldwide digital cable markets - Who has it and who's getting it? 4.1.4 Overview of North American and European market overview 2002 - 2005 4.1.5 Latin America/Asia overview 4.1.6 Overview of emerging Digital Cable STB markets: Latin America 4.1.7 Overview of emerging Digital Cable STB markets: Asia

4.2 Growth within regions by MSO: North American and European Digital Cable subscribers - 2002-2005

4.2.1 North American Digital Cable subscribers (by MSO) 4.2.2 European Digital Cable subscribers - MSO positioning 4.2.3 Penetration - Europe 4.2.3 Latin American Digital Cable subscribers (by country) 4.2.4 Asian & Australian Digital Cable subscribers 4.2.4.1 China 4.2.4.2 India & Korea 4.2.4.3 Japan & Australia

Chapter 5    The Digital Cable STB Industry

5.1 Current market share by manufacturer (Digital Cable STBs) 5.2 Typical Cable STB feature list: 2002, 2003 and 2006 5.3 Worldwide STB Digital Cable STB unit/revenue growth: 2002 - 2005 5.4 Regional STB Digital Cable STB unit/revenue growth: 2002 - 2005

Chapter 6     The Digital Cable VOD Industry

6.1 Current market share by vendor

6.1.1 VOD drivers

6.2 Industry VOD streams shipment forecast, 2002-2006

6.2.1 Worldwide 6.2.2 By region

6.3 Revenue forecast, 2002-2006

6.3.1 Worldwide 6.3.2 By region 6.3.5 Table: Worldwide/regional VOD market size 2002-2005

Chapter 7    The Digital Cable PVR Industry

Table 7.1: Worldwide/regional cable-related PVR units & revenues - 2005-2005 7.1 Worldwide & regional cable-related PVR unit and revenue

7.1.1 Worldwide cable-related PVR unit and revenue 7.1.2 Regional cable-related PVR unit and revenue

7.2 Things a PVR is not. 7.3 MSO ROI scenarios w/VOD & PVR (Models #1-3)

Chapter 8    Profiles of Representative MSOs

Financials, Key Partners & Customers, Deployment Plans for Digital STB/VOD/PVR services

8.1

North America - U.S.

Time Warner Cable AT&T Broadband Adelphia Communications Cablevision Charter Communications Comcast Cox Communications Insight Communications Mediacom LLC North America - Canada Shaw Rogers European MSOs (Representative) Telewest (United Kingdom) NTL (United Kingdom) France Telecom (France) Noos (France) UPC (Pan-Europe) Callahan Associates (Pan-Europe) Ono (Division of Cableuropa) (Spain) Telenor Avidi (Norway) Denmark (TDC Kabel/ONCable)

Chapter 9     Profiles of Suppliers

Financials, Key Partners & Customers, Target Markets

Cable STB Suppliers Motorola, Inc./Broadband Communications Sector (BCS) Scientific-Atlanta, Inc. Pace Micro Technology PLC Pioneer Corporation Sony Corporation Panasonic Technologies, Inc. ADB VOD Suppliers Concurrent Computer DIVA Systems nCube SeaChange PVR/DVR Suppliers TiVo Metabyte Networks Microsoft TV Platform Group NDS Group CacheVision, Inc. Keen Personal Media

Tables, Illustrations, and Charts

Table 3.1: Average and Median Numbers of Subscribers per MSO Surveyed Table 3.2: Percentage of Systems Upgraded to HFC Chart 3.1: Percentage of Systems Upgraded to HFC Chart 3.2: Current Bandwidth of HFC Systems Chart 3.3: Target HFC Bandwidth at 100% Buildout Chart 3.4: Digital Penetration - Eligible vs. Actual Subscribers Chart 3.5: Projected Percentage of Eligible Subs Taking Digital Cable Table 3.3: Total and Average Number of Digital STBs to Installed (End of 2001) Table 3.4: Average Ratios of Digital STBs to Households Chart 3.6: Reasons for Consumers to Subscribe to Digital Cable Chart 3.7: Reasons for Consumers to Reject Digital Cable Table 3.5: VOD Trials (U.S.) Chart 3.8: How Long Until MSOs Deploy VOD Table 3.6: Digital Cable Subscribers per System Vendor Chart 3.9: VOD Revenue Models Chart 3.10: Reasons for Consumers to Take VOD Service Chart 3.11: Reasons for Consumers to Reject VOD Table 4.1: Typical Digital Service Sequence Table 4.2: Worldwide Market Size for Digital Cable, Cable, and VOD Potential Table 4.3: Overview of North America and European Digital Cable and Potential VOD Markets - 2002 - 2005 Chart 4.1: North America vs. Europe Total Digital Cable Subscribers Chart 4.2: North America vs. Europe Total Cable Subscribers Chart 4.3: North America vs. Europe New Digital STB Unites Sold (M) Chart 4.4: North America vs. Europe Installed Base Digital Cable STBs (M) Chart 4.5: Worldwide VOD Potential Revenue Chart 4.6: North America vs. Europe Potential VOD Revenue Table 4.4: Overview of Lat. America/Asia Cable, Digital Cable Markets - 2002 - 2005 Table 4.5: US Digital Cable Subscribers by MSO 2002 - 2005 Table 4.6: Canadian Digital Cable Subscribers by MSO 2002 - 2005 Table 4.7: North American Digital Cable Subscribers - Summary - 2002 - 2005 Table 4.8: European Digital Cable Subscribers 2002 - 2005 Table 4.9: Latin American Digital Cable Subscribers 2002 - 2005 Table 4.10: Asia Digital Cable Subscribers 2002 - 2005 Chart 5.1: Percentage of Digital Cable STBs Installed by Vendor (North America Only) Chart 5.2: North American Market Share of Digital Cable STB Vendors (including Sony Estimate) Chart 5.3: Percentage of Digital Cable STBs Installed by Vendor (Worldwide) Chart 5.4: Percentage of N.A. Digital Cable STB SOM (Vendor Reported) Table 5.1: Typical Cable STB Features: 2002 Table 5.2: Typical Cable STB Features: 2003 Table 5.3: Typical Cable STB Features: 2006 Table 5.4: Worldwide/Regional Digital Cable STB Unit/Revenues: 2002 - 2005 Chart 6.1: Reasons for MSOs to Select VOD Vendors Chart 6.2: Percentage of Cable Systems with VOD (End of 2001) Chart 6.3: Number of Cable Systems with VOD (by Vendors) Chart 6.4: Market Share of VOD Systems (Hours of Content and 3 Mbps Streams, as Reported by MSOs) Chart 7.1: Reasons for Consumers to Buy PVRs Chart 7.2: Reasons for Consumers to Reject PVRs (MSO Viewpoint) Chart 7.3: Percentage of MSOs Currently Testing or Deploying PVRs Chart 7.4: Percentage of MSOs Planning to Deploy PVRs Chart 7.5: When do MSOs Plan to Deploy PVRs? Chart 7.6: Types of PVRs Being Tested or Deployed by MSOs Table 7.1: WW/Regional Cable-related PVR Units & Revenues - 2002 - 2005 Table 7.2: Must-Have Features for Basic Combined Digital-Cable PVR/STB (2002 -2004) Table 7.3: PVR Comparison with Other Products Table 7.4: ROI Model #1 for VOD for 1000 Streams (10K Subscribers) Table 7.5: ROI Model #2 for PVR Sold or Leased 10K Units ($350/unit) Table 7.6: ROI Model #3 for PVR Sold or Leased 10K Units ($250/unit) Table: United GlobalCom Holdings (as of September 2001) Table: Liberty Media Holdings (as of September 2001) Illustration 5.6: Filters for Ads in Client Cache

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