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

To: MikeM54321 who wrote (5002)	8/17/1999 7:28:00 PM
From: Carolyn	Respond to of 12823

Bingo, MikeM! People forget that most consumers (not businesses) follow the path of least resistance: cable, because they already have it. Because of the 3 mile limit from the COs, a lot of the customers for DSL can't get it (like me!). Only the tech-sort of savvy people know, or care, about the difference, which limits 99% of the general population.

To: MikeM54321 who wrote (5002)	8/21/1999 11:39:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: MSOs in Europe -- Deutsche Telekom Cable Plant Thread, More interesting news for cable infrastructure investors. Seems that Deutsche Telekom faces similar problems of monopoly control as does our telecommunications markets. Therefor DT is being forced to sell off it's cable properties to expand it's twisted copper pair assets. Apparently DT has about 17 million homes connected of which only 6 million are under direct control of DT. But DT has ownership of 90%(!) of the coaxial pipe leading into German homes. And they are pricing the deal similar to what a US based MSO received or about $4,000/customer. If you do the math, you'll find something is screwy with the numbers. I don't know how the article arrives at it's figures, but German MSOs are more complicated than US MSOs. Of course the cable plant is valuable because it can be upgraded to voice, video, data services. The estimated costs for the upgrades is $2.5 billion. Good for infrastructure investors. I believe Bill Gates is in the top spot for purchasing the cable assets. Second, is a little known Denver businessman by the name of Richard Callahan. Seems Callahan is trying to snatch up the cable assets in Europe. Callahan has interests already in Spain and France. He has some big backers so hopefully he can easily raise the capital to do all the upgrades he needs to do. So Callahan may be a fourth source of multi-billion dollar spending behind the likes of; AT&T, Bill Gates, Paul Allen. MikeM(From Florida)

To: MikeM54321 who wrote (5002)	9/1/1999 8:19:00 AM
From: MikeM54321	Respond to of 12823

Re: MSO Spending News -- MediaOne /LU's 5ESS Switch Thread, Spending news out of AT&T's MediaOne group. Looks like they are buying Lucent's good old bread&butter 5ESS. So LU is still selling that good old reliable product of which analyst (mostly Cisco<G>) have perceived as a dying product. AT&T/MediaOne is going with this switch to be able to provide local circuit-switched phone service over their coaxial network. As a side note I picked this fun fact off LU's website: "With an embedded base of more than 104 million lines and 48 million trunks served by four thousand host switches in more than 50 countries worldwide, the 5ESS Switch is a market leader. A full-sized 5ESS serves up to 200,000 subscriber lines and over 100,000 trunk lines, with flexibility to meet the most diverse business needs." MikeM(From Florida) **************************** MediaOne Awards Lucent Technologies a Contract Valued at Approximately $250 Million for Equipment and Software** ENGLEWOOD, Colo., Sept. 1 -- MediaOne, the Broadband services arm of MediaOne Group UMG , today announced that it has awarded Lucent Technologies LU a contract valued at approximately $250 million for communications systems and software to enhance its U.S. network. Under the five-year agreement, Lucent Technologies will provide switching and optical networking systems, plus communications software. MediaOne will incorporate Lucent's solutions into its Broadband Hybrid Fiber Coax (HFC) network to offer customers local telephone, high-speed Internet, and Broadband TV services simultaneously over a single network. "MediaOne is dedicated to enhancing customer service through network reliability and advanced technology. We are pleased to have Lucent working with us to supply its equipment and knowledge of sophisticated networks," said Jerry Wolfer, senior vice president, engineering and technology, MediaOne. "As more Americans gain wider choices in a full range of communications services, we are upgrading our network to provide true leading-edge technology to our customers." "Lucent is pleased to support MediaOne's initiative to deliver innovative Broadband services to homes and businesses," said Tim Gropp, Lucent vice president for cable communications. "Our systems and software will enable MediaOne's network to provide the vital connection that converges technologies and delivers an array of communications and entertainment options to MediaOne customers." Under the agreement, Lucent will provide its flagship 5ESS Digital Switch that will allow MediaOne to handle voice, data and video in a cost-effective and seamless way. Currently, MediaOne has 5ESS Switches in its U.S. network and will add additional 5ESS Switches as it expands its network. Also included in the agreement are Lucent's Optical Networking Sonet-based solutions. These flexible and efficient systems were selected to optimize transmission capabilities of MediaOne's current Broadband networks, while providing a cost-effective evolution for growth and service enhancements. Lucent's communications software in the agreement includes solutions providing a host of software services for network management and performance monitoring. MediaOne, the nation's leading Broadband services company, provides entertainment, information, and communications services to about five million customers. Its parent company MediaOne Group is one of the world's largest broadband communications companies, bringing the power of broadband and the Internet to more than seven million customers in the United States, Europe and Asia. On May 6, 1999, the company entered into an agreement to merge with AT&T.