Antec Inc · TPEX:6276
Antec — CIBC World Markets Annual Investors Conference 2001
20 slides from Antec's conference presentation, Jun 13, 2001
Slide 1: CIBC World Markets Annual Investors Conference
ANTEC Corporation (NASDAQ: ANTC) CIBC World Markets ANNUAL INVESTORS CONFERENCE “THE COMMUNICATIONS FOOD CHAIN” THE PLAZA HOTEL NEW YORK CITY June 13, 2001 Bob Stanzione, Pres. & CEO. dim Bauer, Investor Relations
Slide 2: Forward looking statements
ANTEC + Arris, LLC = Arris Forward looking statements, The statements in this presentation that use such words as "believe", "expect", “intend! "anticipate", "contemplate", "estimate", or 'plan" or similar expressions are farward- looking statements. Our business is dependent upon general economic c
Slide 3: End to End Solutions
END TO END SOLUTIONS we? passives =) TRACK LINK EyclosuRes SOFTWARE
Slide 4: Current Structure and New Structure
ANTEC + Arris, LLC = Arris Current Structure and New Structure Transaction Contributions (Post - Transaction) (1)_ Nortel Networks LLC contributes its interest in Artis Interactive LLC to Broadband Parent Corporation in exchange far 37 milion shares of common stack of the Company. (2) ANTEC Corporat
Slide 5: Leading developer, manufacturer and supplier of transmission equipment
ANTEC + Arris, LLC = Arris Leading developer, manufacturer and supplier of optical and radio frequency, transmission equipment Blue Chip customer hase in the US. with 7 of the tp & largest MSOs GROUP. = Currentjoint venture between ANTEC and Nortel (18.75%/81.25%) Leading developer of Cable telephon
Slide 6: Unlocks the value of the Arris JV
ANTEC + Arris, LLC = Arris Unlocks the value of the Arris JV Potential to pursue additional product and technology extensions Diversifies the Company’s customer base Expands the Company's international presence Solidifies the Company’s reputation as a premier one-stop cable equipment supplier Contin
Slide 7: The New ANTEC: Financial Report
THE NEW ANTEC: FINANCIAL REPORT $979 $1,000 - Revenue momentum continued driven by demand for bandwidth soo || — and services in the local loop $826 $800 $546 $480. ap 1997 1998 1999 2000
Slide 8: Arris
ANTEC + Arris, LL Arris However, in late 2000 customer spending slowed industry wide sw 84 48 20 ame fest) 10-200 faerinata leach
Slide 9: ARRIS Product Group
ARRIS Product Group % of 2001E Product Group Major Products Pro forma Sales Cable Telephony and -HDTs 45%-50% Internet Access -Voice Ports _CMTS -Packet Ports Optical and Broadband = -Headend Optical 13%- 16% Transmission Transceivers -Fiber Node Transceivers Outside Plant and -Fiber/Coaxial Cable 1
Slide 10: Arris Group last mile products
ANTEC + Arris, LLC = Arri Arris Group will provide substantially all of the products needed to build out the “last mile” of a cable network - From the headend to the home HEADEND HOME /BUSINESS
Slide 11: Voice Over IP - DOCSIS 1.1
Voice Over IP - DOCSIS 1.1 Outside plant hardened Based on proven Cornerstone technology Low ‘lifeline’ network power consumption Four traditional phone lines for Internet Telephony and local Ethernet connection Continuous status monitoring Adelphia and Charter test markets
Slide 12: 2001 Pro Forma Sales Mix by Customer
ANTEC + Arris, LI Arris 2001 Pro Forma Sales Mix by Customer Others 23% -25% B% -37% (€omeast cOK 2% 4% 13% -14% Adelphia 9%-11% 4% 6% orto INSIGHT S%4% ter 4% 6% 7. AOL Time Warner
Slide 13: Cable remains the dominant service in multichannel video
+ Cable remains the dominant U.S. Homes Passed by Cable Networks service in the multichannel 1998-2005 video market + Approximately 95% of U.S. homes are passed by cable systems + Cable companies have a large installed base and access to high capacity networks + Cable companies can leverage existing
Slide 14: Cable Operators Have Spent Billions to Upgrade Their Networks
ANTEC + Arris, LLC = Arris + Cable Operators Have Spent Billions to Upgrade Their Networks — In 2000, MSOs spent $12 billion mostly targeted towards plant upgrades — In 2001, analysts expect similar levels of spending as in 2000 + Existing Network Infrastructures Support Compelling Growth Prospects
Slide 15: Projected Annual Cable Telephony Equipment Revenue, 2000-2005
ANTEC + Arris, LLC = Arris Projected Annual Cable Telephony Equipment Revenue, 2000-2005 in rillons) $3,000 $2,500 $2,000 $1,500 $1,000 $500 2000 2001 2002 2003 2004 2005
Slide 16: Lines Installed and U.S. Household Penetration
ANTEC + Arris, LL Arris Lines Installed 20.000. “oe on LE U.S. Household Penetration 1 1 ete port 12% el eo
Slide 17: Lines in Commercial Service
Lines in Commercial Service ‘200000 800000 1400000 1200000 ‘000000 on000 00000 00000 200000 ANTEC + Arri Arris Cornerstone” Cable Telephony Deployments Over 1,800,000 Lines in Ser May, 2001
Slide 18: Service Goes Down, Prices Go Up
ANTEC + Arris, LLC = Arris Service Goes Down Regional Bell companies’ service quality complaints per million lines 00. 400. 300 200 100 Prices Go Up Consumer price index vs. the CPI’s sub.indexes of local telephone services and cable television. Percentage change since 1996 16 “ Local 2 cel BResiden
Slide 19: In Conclusion
In Conclusion..... Blue chip customer base including 7 of top 8 domestic MSOs Diversified international base of customers Large installed base of 14 million lines of HDT capacity Market share leader with 1.6 million lines in service Positioned for leadership in VoIP Technologies Last mile solution —
Slide 20: SEC Statement
ANTEC + Arris, LLC = Arris SEC Statement ANTEC and the new holding company, currently named Broadband Parent Corporation, filed a registration statement, which contained a proxy statement of ANTEC and a prospectus of Broadband Parent Corporation, and other documents with the Securities and Exchange
ANTEC — CIBC World Markets Annual Investors Conference 2001 on 6ix