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Technology Stocks : Alcatel (ALA) and France

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To: The Phoenix who wrote (2497)9/30/2000 12:36:57 AM
From: zbyslaw owczarczyk  Read Replies (1) of 3891
 
re: VDSL. Read full Del Oro report my friend and do not be stubborn.
Must be spin....CSCO is the greatest spin machine.
Talking about VDSL.
If you did not notice, on SuperCom 1999 and leter Telecom Geneva 1999, Newbridge presented so call 3DSL(VDSL) .
Entire Rugby Cup was presented by NN, and CSCO guys were walking around with read ears.
The same months they got 150 million pounds contracts with Kingston Comm and later few others, for delivering vide,voice
and TV channels, which are offer to Kngson customers as we speak.
This involve 350 access switch( the same for VDSL and LMDS),
IP/ATM core-edge and technology from i-Magic own in 40% by former Newbridge and PixStrem, yes the same which CSCO bought
several months ago from former CEO of NN and ALA, which huge stake.
PixStream tecnology , however is fully available to ALA!(condition of sales).
ALA has full platform to offer ADSL or VDSL depending of customer needs. Show me one contract CSCO have for VDSL.
As you see my friend CSCO did not have clue about VDSL when
other were in trials more then 1 ago.
----------------------------------
I wrote this with links sometime ago:
ALA contract you cited is just extension or continuation of
more significant commitment by Kingston Comm. (150 million
pounds ) to 3dSL developed by Newbride, now carrier Internetworking Div. of Alcatel:
Message 11479724

3dSL was lunch first during SuperCom 1999, and the real show was done during Telecom 99 in Geneva last fall,
where entire Rugby Cup was transmitted and presented in Newbridge boot.
VDSL, core LMDS and ATM was the major resons for ALA move.

Below you will find ref. to several other customers who has been applying or testing this technology for over year.
Look at PixStream( end of post), which is owned in 30-40% by NN/ALA. They are developing multimedia over
copper with big boys: Bell South, Bell Canada and other:

Newbridge worked with its Affiliates iMagicTV Inc. and PixStream Inc. to complete the TV content redistribution
application for Kingston.
newbridge.com

Québec Set to Enter the Broadband Multimedia Universe

newbridge.com

Creating a Brave New Wired World in New Brunswick
newbridge.com

In February 2000, European media reported that Eircom plc, major provider in Irland, made the deal with Newbride,
worth
200 million(5 million in phase one) to use 3dSL for multimedia, including music.
That new was confirm by both party(Bloomberg if I remember correctly).

As we speak very serious development in this area is underway.
Europe will lead in 3dSL application, and N.America will join the party too.

Look also at:
Newbridge 350 Integrated Versatile Services Node Technical Summary.
go to :http://www.newbridge.com/search/index_main.jhtml
and click at 3dsl under 10 top search.

350 access switch is used in both LMDS and 3dSL.

Sun Microsystem has been working closely with NN/ALA and two affiliates for some time.NN?ALA has huge stake
in both of affiliates:
pixstream.com

KINGSTON VISION ENDS TRIAL, ROLLS OUT PIXSTREAM-ENABLED TV SERVICES TO OVER 800
CUSTOMERS USING EXISTING TELEPHONE NETWORK

pixstream.com.

Next Level Communications, Inc. (NASDAQ:NXTV) announced today that it is partnering with PixStream
Incorporated, a leading developer of video head-end solutions for telephone companies, to provide telephone
companies with equipment to offer TV services to their customers over existing copper wire networks using VDSL
technology. Recently, the two companies have been working with Bell Canada, Canada's largest communications
company, to trial broadband services to over 100 customers in a 45 story, 430-unit condominium apartment
building.

pixstream.com.

BellSouth-mediated session to highlight PixStream's interactive TV over DSL solution with
simultaneous distribution to TV and PC

pixstream.com.

PIXSTREAM DEMONSTRATES TV STREAMING SOLUTIONS WITH SUN
MICROSYSTEMS AT TELECOM 99

pixstream.com.

pixstream.com.

I will post about it some time in the near future.
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