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To: akmike who wrote (16197)	10/9/1999 10:21:00 AM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

Interesting article on broadband Excerpts: "The ability to deliver broadband connectivity to American homes is seen as a critical step in the evolution of business on the Internet and a critical technological hurdle. Each industry is just beginning to roll out services that let homes utilize bandwidth similar to what is available commercially -- but less expensively. " "That is an issue that Sol Trujillo, the chairman of U S West will handle, Nacchio said. Qwest signed an agreement this summer to acquire the Denver-based RBOC for stock worth $35 billion. The deal is pending a shareholders vote on Nov. 2. "The U S West deal is about growth," Nacchio said. "It is about controlling the biggest DSL provider and taking their operations and infrastructure and porting it outside their area. We wanted to blow it apart and move the world to broadband." Nacchio said he had no idea about speculation that BellSouth, another RBOC, would buy Qwest. " Message 11494587

To: akmike who wrote (16197)	10/9/1999 10:27:00 AM
From: Sector Investor	Read Replies (1) \| Respond to of 42804

Short term "meaning to the marketplace" you are right. Longer term "meaning to the bottom line" I will be right. Look again closely at the words in the JNPR announcement: <<"New Access has an Internet protocol friendly DWDM platform," says Aman Kapoor, analyst with RHK Inc., a San Francisco-based consulting firm. Dense wavelength division multiplexing (DWDM) is a technology that allows network operators to boost the capacity of their optical networks, many-fold. By securing access to New Access' products, Juniper is taking rear-guard action against rivals Nortel (nyse: NT), Cisco Systems (nasdaq: CSCO) and Lucent Technologies (nyse: LU). With the combined high-speed router and transport product, Juniper is trying to take control of the fiber optic networks in the local metropolitan loop. Analysts say that Juniper wants to eliminate the SONET protocol and put IP directly over DWDM, and its products have the interface to bring this vision to fruition."