100 M homes will have broadband in 2004

Broadband access will be found in 100 million homes worldwide, or 40% of online homes, a factor that will accelerate the convergence of PC and consumer-electronics technologies. “All of a sudden it makes sense to be streaming video and MP3 audio,” said IDC. Gateway and Dell, which sell direct and can therefore undercut traditional manufacturers, will become major factors in the market.

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