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Technology Stocks : Tekelec

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To: Andre Daedone who wrote (1261)12/30/1999 7:16:00 PM
From: John Curtis  Read Replies (1) of 1648
 
Andre, et.al.: I figure TKLC is being subjected to institutional portfolio "adjustment". This, plus it's that time of year when trading is actually pretty light, what with vacations and all. So any movements up, or down, tend to be accentuated.

Indeed, I was lazin' around at home, watching my datek streaming screen(yeh, I've got a life, eh? Heh!), so when TKLC got sucked into that downdraft in the late AM and landed at $20 3/4 I pounced on it with a quick limit buy. Didn't get all I wanted, but I did get a partial fill at $20 3/4. I figure this is a good thing. Guess we'll see for sure next week.

Meanwhile, on another equities thread I'm following these days(WSTL) a poster put this:

ALCATEL Pac-West deployment -- DSL/Alcatel/WSTL goes together

Message 12403072

Alcatel To Provide Pac-West Access Mgmt Systems

Dow Jones Newswires -- December 21, 1999

STOCKTON, Calif.--(BUSINESS WIRE)--Dec. 21, 1999--Alcatel S.A. (ALA) and
Pac-West Telecomm Inc. (PACW) announced that Pac-West, a rapidly growing
provider of integrated communications services in the western United States, has
chosen Alcatel to provide an access and subscriber management solution
necessary to augment its corporate voice/data business model.

The system will support Pac-West's dial and broadband access wholesaling to
ISPs and corporate customers.

With its SuperPOPs and Alcatel's network infrastructure, Pac-West will be able
to provide wholesale dial-up and broadband Internet access services to ISPs, and
remote access outsourcing services to enterprise customers.

The solution is composed of Alcatel's X1600 multiservice access concentrator
and the recently announced Alcatel A1135 SMC service management center.

The solution will power Pac-West's network of SuperPOP (point of presence) ISP
and corporate access wholesaling facilities throughout the western United
States, and will integrate completely with its existing network of Alcatel
MegaHub 600E Tandem switches. When implemented, the Alcatel solution will
offer 40,000 dial-up ports in five U.S. states.

"We are very pleased Pac-West has partnered with Alcatel for deployment of
new wholesale dial and broadband (DSL) access services to its ISP and
enterprise customers," said Bruce Barton, senior director of product line
management for Alcatel's access server products. "Alcatel is leading the
industry in providing complete POP solutions for network operators offering
wholesale access services.

"Pac-West's deployment is a strong validation of our approach."

Pac-West will also be able to provide a total voice and data solution by coupling
the X1600 and SMC platform with the Alcatel MegaHub 600E Tandem switches
currently deployed in the Pac-West network. The integration of these two
powerful platforms will enable Pac-West to achieve TDM/packet switch
integration and allow voice and data calls to be transited across the data
network.

"With Alcatel's technology in place in each SuperPOP, we can now offer our
wholesale customers a virtual dial-up and broadband access footprint in a very
standardized and cost-effective manner," said Jason Mills, vice president of
network operations for Pac-West.

"The Alcatel solution provides all of the pieces, including integrated service and
support, to quickly build and administer our SuperPOP regional access
network."

The Access Wholesale Model

As an Internet access wholesaler, Pac-West is building a large Internet access
network, which it then offers to ISPs and corporations that otherwise would
need to build their own Internet access networks.

These ISPs can enter the market for V.90 56 Kbps and ISDN dial-up modem
connections and consumer- and business-grade ADSL and SDSL packages at a
fraction of normal start-up costs. This enables the retail ISPs to focus on
marketing these services to consumers and businesses.

"ISPs and corporations need to focus on marketing their services, not building,
financing and administering a widely distributed access network," Mills
explained. "By providing and maintaining the access network, we enable service
providers to focus their resources and expertise on marketing their services."

The complete POP solution will be used by Pac-West to: *T

-- offer Pac-West's ISP customers a virtual access network spanning a large
geographic area;

-- perform networkwide proxy authentication, authorization and accounting
(AAA) of dial-up and broadband users from a central location;

-- integrate with ISP customers' RADIUS/TACACS servers and allow
them to pool IP addresses across the entire region for efficient

IP address allocation;

-- route and track thousands of users to their host ISPs and
corporations;

-- provide each ISP with its own view of their virtual access
network including port utilization, subscriber profiles, and
billing and accounting information.
------

Interesting, eh? If memory serves both of the above mentioned companies are serviced by TKLC. So I gotta think what they're exploring may have tangential benefit to TKLC longer term.

Uhh...imho, of course. ;-)

John~
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