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 FOLLOW THE LEADER

BY BRIAN SANTO, KAGAN

Now that Time Warner has met success with DVRs and has deployed them across most of its systems, it's just a matter of time before the rest of the industry follows suit. Several of the other major MSOs have announced specific plans to roll out DVRs before the end of '03. All believe DVR capability could be an attractive complement to video-on-demand. While the numbers of subscribers are still relatively small, networks and advertisers can expect adoption to accelerate, undercutting the way the ad model has worked for half a century.

WHO'S PLANNING WHAT FOR DVRS
OPERATOR GOAL
Adelphia Likely to deploy in next 12 months
Cablevision n/a
Charter To be deployed to 55K HH Q4'03
Comcast Trialing in one market @ $10/month
Cox Two markets @ $9.95/month
Insight To be deployed in Q3 or Q4
Mediacom Expected late 2003/early 2004
Time Warner Deployed in 27 of 31 divisions; 150K subs at Q2
SOURCE: KAGAN WORLD MEDIA
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