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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (4381)	6/30/1999 8:43:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: Tellabs / NetCore Systems Chuck, Well this took care of a lot of our concerns about how TLAB is going to compete in the data space in one swoop(ie, merge from TDM to packet world). Sounds like a good move to me. But it will be interesting to hear commentary from those that know much more than I do. I'm glad they did a deal like this, rather than to get involved with someone like Newbridge or Cabletron. This is a lot cleaner and I bet integration with their current products goes smoother. I had this fear they would do a NN or CS deal, and hopefully this NetCore deal makes that highly unlikely. MikeM(From Florida) ************ Tellabs to Acquire NetCore Systems** Deal Accelerates Tellabs' Strength in Helping Service Providers Build Next-Generation, Multiservice Networks LISLE, Ill., June 30 -- Tellabs and NetCore Systems, today announced an agreement for Tellabs to acquire the Wilmington, Mass.-based developer of innovative carrier-class IP routing and ATM switching solutions for the new public network. The all-stock deal is valued at about $575 million. It is anticipated that the effect on earnings per share will be one to two cents dilutive in 1999, with a neutral to slightly accretive effect in the year 2000. The acquisition of privately held NetCore will accelerate Tellabs' ability to help service providers build the new public network -- a next-generation, multiservice network that integrates data, voice and video. NetCore's Everest Integrated Switch combines IP routing and ATM switching into a single multi-layer device. This unique switch/router reduces network cost and complexity and will help carriers provide Internet, virtual private network (VPN) and other business-class services on a single platform. NetCore's technology will complement Tellabs' line of optical networking, managed access and transport systems to accelerate delivery of a broad range of multiservice IP- and ATM-based solutions. ''We're pleased to become part of an industry-leading company in the development of the new public network,'' said Ashraf Dahod, president and CE0 of NetCore Systems. ''We believe that Tellabs has the ability to take this technology and lead the evolution of converged networks to deliver a complete solution for g1obal customers.'' Brian J. Jackman, president of Global Systems and Technology at Tellabs, said, ''NetCore's strengths in core IP routing, ATM switching and advanced IP/ATM integration will complement and expand Tellabs' expertise. This will help us deliver the right products and technology for major carriers who are committed to offering a full suite of services over an integrated multiservice network.'' With the addition of NetCore -- and recent announcements of the TITAN® 6100 optical transport system, the AN2100 Gateway Exchange(TM) and the TITAN 6500 multiservice transport switch -- Tellabs is positioned to help carriers build next-generation packet and cell-based networks that provide unmatched reliability and quality of service (QoS) capabilities. The agreement covers NetCore's 85 employees, including more than 60 engineers, at their Wilmington, Mass. headquarters and Atlanta and Denver sales offices.

To: Charles R who wrote (4381)	7/2/1999 2:25:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: Tellabs / HDSL2 / T1 / Future Cross-connect Demand? Chuck, While searching through old posts, I came across some posts where Denver already addressed some of our current questions. If I'm not mistaken, we've come to this conclusion: HDSL-->T1-->HDSL2-->2 times T1 Availability. Now does that mean more digital cross-connect shipments? ___________ Here's the post with that question: Message 6044150 "But for them to announce in Q4 a, "double-size" TITAN, it must mean it's still going strong. I may have forgot to mention the reason they believe TITAN is going so strong. It's because businesses are requesting T1 service, and leased lines for VPNs. RBOCs need to supply them and hence, strong TITAN sales. Does this make sense to you?" And here is Denver's reply: techstocks.com "The explanation of providing leased T1s to businesses and VPNs makes all the sense in the world. It is one of the prime areas that drives the need for digital cross-connects. It will continue and grow." ____________ So apparently, more T1 services, and VPN for that matter, means more digital cross connect demand. Right from the horse's mouth during TLAB's Q3 CC. Via Birck, I believe? So if Birck said T1 was driving TITAN sales, I'm guessing it's only going to get stronger with HDSL2 deployments. But it doesn't directly address your port card question. But at least we know T1 definitely meant TITAN shipments back in 98Q3 and Q4. MikeM(From Florida)

To: Charles R who wrote (4381)	7/19/1999 8:58:00 PM
From: MikeM54321	Read Replies (3) \| Respond to of 12823

Re: TLAB Port Cards Q2 "I believe there are a lot of Titans out there with empty port cards. I estimate that they are shipping approx 300k T1 ports each quarter into Titans in the field. (any one one with more accurate data please feel free to correct this)" Chuck, I just picked this off the CC for Q2. TLAB said port cards represented 2/3rds of overall Titan sales. Is this possible or did I hear something wrong? They also broke out exact figures for Titan. I'm afraid I didn't jot it down. Anything meaningful you can get out of the port card statement? MikeM(From Florida)