In 2Q04, 17.4 million Broadband CPE units shipped. DSL modems, SOHO routers, and residential gateway shipments increased. Cable modem shipments were flat.
End-use revenues for DSL modems and residential gateways increased. End-use revenue for cable modems and SOHO routers decreased.
Unit shipments for DSL modems, SOHO routers, and residential gateways are expected to increase throughout 2004. Cable modem growth is expected to be flat throughout 2004, as residential gateways increase.