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To: Andrew Danielson who wrote (4780)7/11/1999 1:53:00 PM
From: JM  Respond to of 11568
 
Andrew;
In response to your query, my opinions and cable play:

I believe that, at least so far, the cable push is targeted toward the consumer rather than business. Wcom is targeting business data. There is most likely room enough for both technologies, and a foot in both camps may not be a bad idea. Wcom is a core holding for me.

My cable play is CTV, which is the largest producer of the cable itself (60% of market share). Hybrid fiber coax cable is needed for two way communication over cable and is part of any cable upgrade to two way broadband. CTV is a player in this new paradigm, though a conservative play, the stock is up over 70% since last year(and up 300%+ from its 52 week low). Gross margins are also improving.
By the way, CTV was mentioned in this week's SI newsletter:
techstocks.com

GIC and SFA who make the set top boxes are also plays in the cable arena. Actually, CSCO has been developing more products for cable as well and could be an indirect play on the cable equipment market.



To: Andrew Danielson who wrote (4780)7/11/1999 2:13:00 PM
From: jim black  Respond to of 11568
 
WCOM owns UUNET, the largest business internet provider AND WCOM is beginning to get into wireless cable(oxymoron ala' CAI)...they will compete with Ma Bell from broadband access that could well bury current cable paradigm, IF they don't buy Loral/Orion/Cyberstar and go direct to homes from the sky. Ijust don't want them to buy NXTL unless it's for a song, rather they go with buying VOD/ATI/Mannesman.
JB



To: Andrew Danielson who wrote (4780)7/11/1999 4:28:00 PM
From: Anthony Wong  Respond to of 11568
 
I agree that there is room for both, though there is no doubt that cable stocks are hot now. There is a rumor that Microsoft is considering acquiring a stake in Rogers Communications Inc., the largest cable co. in Canada:
globeandmail.com



To: Andrew Danielson who wrote (4780)7/11/1999 8:33:00 PM
From: Ahmad Sinno  Read Replies (1) | Respond to of 11568
 
Andrew,

I believe that short term the battle is between xDSL/WCOM and Cable/T. Not sure where Sprint has placed its bet. Long term however, I believe that wireless will rule. Much cheaper to rollout and higher bandwidth.

Ahmad



To: Andrew Danielson who wrote (4780)7/13/1999 3:10:00 PM
From: TheStockFairy  Read Replies (1) | Respond to of 11568
 
biz.yahoo.com

MCI WorldCom DSL Deployment Reaches Milestone Mark of 1,000 Points of Presence
EarthLink Reaches Agreement with UUNET to Provide National DSL Services
FAIRFAX, Va.--(BUSINESS WIRE)--July 13, 1999--MCI WorldCom (Nasdaq:WCOM - news) today announced it has reached more than 1,000 Points of Presence (PoPs) in its DSL (Digital Subscriber Line) deployment, significantly boosting the company's DSL coverage to 850 cities in 22 metropolitan areas across the United States. The deployment, made available through UUNET, MCI WorldCom's Internet division, provides wide reach within each top-tier metropolitan area and allows more businesses to access affordable broadband service from a nearby location. Already approximately five months ahead of schedule, the company will continue its deployment efforts and plans to bring the number of PoPs to 1,500 by year-end and to 2,000 by the end of next year.

''As the first Internet Service Provider to reach the 1,000 PoP milestone, we can provide DSL to the business and wholesale market with the broadest reach in the industry,'' said Ralph Montfort, director of product marketing for dedicated services, UUNET. ''This announcement demonstrates MCI WorldCom's leadership-role in providing nationwide DSL access.''

In a separate announcement today, leading Internet Service Provider EarthLink said that it has entered into an agreement with UUNET to provide consumer-priced DSL nationwide to its members. EarthLink has begun testing in Los Angeles and Boston and will conduct market tests later this year in Dallas, Minneapolis and Charlotte, N.C. EarthLink plans to make the service available in major metropolitan markets by the end of the year.

''UUNET's extensive national DSL network will allow us to offer DSL services to our members on a much broader scale than before,'' said Jon Irwin, senior vice president of broadband services, EarthLink. ''By allowing us to reach such a large part of the country through one provider, we'll significantly cut down on the time it takes to roll service out in different areas and significantly reduce our operations costs.''

DSL Offerings

The DSL service for corporate customers, UUlink(SM) DSL, is a fully integrated, end-to-end Internet access solution. Designed to provide all the bandwidth, speed and flexibility necessary to meet mission-critical business demands, UUlink DSL is a symmetrical service currently available in bandwidths from 128 Kbps through 768 Kbps.

The DSL consumer service, made available through the company's resellers, is asymmetrical with per-user bandwidth that ranges from 64 Kbps to 384 Kbps upstream and from 384 Kbps to 768 Kbps downstream, depending on such factors as the customer's region and distance from the PoP.

Availability

UUlink DSL coverage is currently available in Baltimore, Boston, Chicago, Cleveland, Dallas, Los Angeles, New York, Philadelphia, San Diego, San Francisco, Seattle, and Washington. The company plans to reach new cities for UUlink throughout the rest of the year including Atlanta, Austin, Texas, Ft. Lauderdale, Fla., Detroit, Houston, and Miami in the fourth quarter of 1999.

UUNET DSL service for wholesale customers is available today in 22 metropolitan areas including Atlanta, Baltimore, Chicago, Los Angeles, Miami, and Seattle. Additional markets planned for year-end include Austin, Texas, Cincinnati, Detroit, Orlando, Fla., and St. Louis.

By year-end, MCI WorldCom plans to rollout Enterprise DSL for integrated access to frame relay, ATM and Internet in 13 metropolitan cities, including Boston, Chicago, Dallas, Denver, Houston, Los Angeles, New York, Philadelphia, Phoenix, Pittsburgh, Portland, San Francisco and Seattle.

Pricing

Current promotional pricing for UUlink DSL starts at $139 per month for 128 Kbps access and $189 per month for 384 Kbps access. Internet connectivity and the customer's local loop are included as part of the current pricing program. A complete business-class offering, UUlink DSL is a multi-user service with end to end proactive monitoring. UUNET installation engineers are assigned to each account for dedicated customer service throughout the installation process and for additional technical support. UUlink DSL also comes with multiple IP addresses, 20 email boxes, multiple Usenet newsreaders and a domain name.

For the UUNET DSL consumer service to wholesale customers, rates to resellers depend upon volume commitment and chosen service level parameters. End-user prices to consumers are determined by each service provider.

MCI WorldCom Enterprise DSL will offer 10 access speed choices ranging from 128 Kbps to 7 Mbps (where available). Pricing will vary depending on access speed, service level and customer premise equipment type and application. MCI WorldCom Enterprise DSL will include 24 x 7 pro-active monitoring and single circuit support for stand-alone frame relay, ATM, IP and voice applications as well as multiple, integrated services over the same Enterprise DSL access circuit.

For more information about the company's DSL services, go to usa.uu.net.

About MCI WorldCom

UUNET, an MCI WorldCom company, is a global leader in Internet communications solutions. MCI WorldCom is a global leader in communications services with 1998 revenues of more than $30 billion and established operations in over 65 countries encompassing the Americas, Europe and the Asia-Pacific regions. MCI WorldCom is a premier provider of facilities-based and fully integrated local, long distance, international and Internet services. MCI WorldCom's global networks, including its state-of-the-art pan-European network and transoceanic cable systems, provide end-to-end high-capacity connectivity to more than 40,000 buildings worldwide. MCI WorldCom is traded on NASDAQ under WCOM. For more information on MCI WorldCom, visit the World Wide Web at wcom.com.

--------------------------------------------------------------------------------
Contact:

UUNET
Media Relations:
Mara Radis, 703/206-5441
or
MCI WorldCom
Investor Relations:
Gary Brandt, 601/360-8544