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Technology Stocks : Netro Corp - (NTRO) -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (273)	9/21/1999 9:36:00 AM
From: mact	Read Replies (3) \| Respond to of 792

some more orders for ntro. 09:01 ET Leap Wireless International (LWIN) 17 1/2: Company's Cricket Communications subsidiary announces plans to use Lucent (LU) technology in expansion of its wireless network. Under the terms of the agreement, Lucent will supply and install CDMA (Code Division Multiple Access) network wireless infrastructure equipment and services, including base stations and switches.

To: Mark Oliver who wrote (273)	9/21/1999 10:12:00 AM
From: SiliconSpy	Read Replies (1) \| Respond to of 792

Cisco is an early partner & investor in Netro . Netro sell thru Lu and directly to CLECs too. Lu and Netro joins a non-exclusive agreement, so Netro is free to sell to Cisco and others. SiliconSpy

To: Mark Oliver who wrote (273)	9/21/1999 1:13:00 PM
From: Geof Hollingsworth	Read Replies (1) \| Respond to of 792

The LMDS players (as I see them) Cisco, who are leading with their joint-venture with MOT which in turn was purchased from Bosch which was originally part of TI, and also have whatever the Clarity folks are working on; Nortel, who use in-house capabilities plus their BNI acquisition; Lucent, who have both the Netro agreement, their own capabilities, and the business they bought from HP; Newbridge, who seem to be relying primarily on in-house work. Siemens, who seem to be following a multi-vendor strategy (Netro is one of them). Feel free to add/correct if you have additional info. (Bernard is the expert here). So when you see Nortel and Cisco sharing a field trial, I think you should assume they are not using Netro (in the trial) and that they are a ways away from deciding who they will use for the eventual deployment.