NUKO/Westell alliance to integrate ADSL-MPEG2 DIGITAL VIDE Message Board

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Technology Stocks : NUKO/Westell alliance to integrate ADSL-MPEG2 DIGITAL VIDE

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To: Emile Vidrine who wrote (15)	10/31/1996 4:50:00 PM
From: Emile Vidrine	of 16

To All---NYNEX and Bell Atlantic are, according to CEO Smith, planning to spend $6 to $7 billion annually on infrastructure beginning in 97. Mr. Smith says that BA and NYNEX will deploy ADSL as an interim solutions as they improve infrastructure for FTTC. This is where the Westell//NUKO integartion of Westell's ADSL and NUKO's Highlander codec possbily pays off for both. With this integration, they will be in a position to offer full broadband services services of cooper wires. I believe that it is highly probable that Westell and NUKO get a piece of these $6 or $7 billions spent annually for 6 years. Emile Thursday, October 31, 1996 Bell Atlantic Corp will invest $6 to $7 billion per year in infrastructure once it completes it merger with Nynex Corp , chief executive Raymond Smith said. "We're going to be putting something like $6 to $7 billion in our territory" per year, Smith told the Chief Executive Club of Boston. Investments will include more than $5 billion in basic network infrastructure such as ISDN and ASDL, and an additional $1 to $1.2 billion in cellular services, he said. Smith said he expects the merger will be completed in the first quarter and will result in additional jobs, although he declined to be more specific. He said it would take six to seven years to fully build an ISDN network across the merged company's region. Until then the company is installing ASDL. He said about 35 percent of Bell Atlantic's capital spending will go to outside plant fiber optics after the merger, a third on new switching and upgrading to digital, and the rest on computers and networks. Smith said he was glad a merger with Tele-Communications Inc fell through because competition from satellites and telephone companies will cut cable TV subscribers and cash flow. "I am definately relieved, yes," he told reporters. "I pulled away from the deal." Smith said the two companies had a difference of opinion on the value of cable properties before their talks fell apart in 1993. He also said that TCI would have a difficult time upgrading its plant to meet competition. "

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