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To: rascalbythesea who wrote (16324)10/16/1999 9:50:00 AM
From: cmg  Read Replies (1) | Respond to of 42804
 
Telecom99: A Birds Eye View.
by: KaKatheCackatoo 17863 of 17865
Yesterday finally got to the NBase-Xyplex booth.
The booth as well hidden on top of the (otherwise very nice) Israel Pavillion. Just some small sign on a stairway indicated NBase-Xyplex.
Grin: raised some suspicion by strolling in there with a European Space Agency Exhibitors pass and shooting some targeted questions about the products and timelines. Once clear I was an investor, things eased up a bit.
Ok here we go:
A) Equipment: There was a dummy Red-C chassis, the scaled down OSR-8040, some grey NBase boxes and a couple of layer 2 switches.
B) Charlottes Web: they were not satisfied with the allocated exhibition space and didn't consider it worthwhile to bring the equipment over here. Understandable. The product is "nearly ready for beta".
C) The Red-C is still intended to ship end of this year and to attack Redback.
D) The scaled down OSR-8040 was really unimpressive (from the outside, I mean), it ended up as a 2 unit box (!), but apparently the Linux is up and running inside. Now applications are in the proces of being developed and selected. The interest is "high".
E) This one was really interesting:
- Asked about the availability of the Wireless Traffic Driver: "still under development". But something special is up with it. Also asked about Lucents free space optical gigabit links: "Not really a competitor".
- Seems the the Fiberdriver line is a "huge success".
F) The Israeli salesman also, without being provoqued, started talking about "that stuff you read on the internet, some of it is true". I always knew they monitoring the Internet since last years shareholders meeting :-)
G) We talked some more stuff that was quite interesting, but too fragmented to be put down here.

Finally, I took off with an Nbase-Xyplex stressball (for the shareholder stress, I guess, they should 've distributed them last year) and a CD.

For the rest a very interesting show, also from an investors point of view.
Viewed a lot and learned a lot. Now we just try to survive the two non-professional days. <g>

Regards,

KK2

PS: OT to Jango: Wireless is hot, hot, ...



To: rascalbythesea who wrote (16324)10/18/1999 11:18:00 AM
From: rascalbythesea  Read Replies (1) | Respond to of 42804
 
<<Monday October 18 8:11 AM ET

SBC To Start $6 Billion Internet Service Plan

SAN ANTONIO (Reuters) - SBC Communications Inc (NYSE:SBC - news). said Monday it would launch a $6
billion, three-year effort to become the largest U.S. provider of high-speed Internet services.

The company said in a statement that the initiative, called Project Pronto, was the first of many it would undertake
``to secure the benefits of its recent ($61 billion) acquisition of Ameritech for customers and shareholders.'

By the end of 2002, SBC plans to provide about 77 million Americans, or 80 percent of its customers, with
broadband, always-on Internet voice, data and video services through faster Digital Subscriber Line services.

SBC said that it planned to make the broadband services available to all its customers eventually.

SBC also will redesign its network to widen the reach of its fiber optic network in neighborhoods it serves and
'accelerate the convergence of its voice and data backbone systems into a next-generation, packet-switched,
designed-for-the-Internet network.'

SBC has about a third of the United States' access lines.>>

Anyone care to guess how much our favorite company will get out of that 6Billion?

Benny



To: rascalbythesea who wrote (16324)10/18/1999 1:58:00 PM
From: The Phoenix  Read Replies (1) | Respond to of 42804
 
bennythebug,

I was born and raised in Chatsworth... I can tell you (even though I'm not there any longer) that the earthquake couldn't have been more than a slight rumble in Chatsworth. It has to be 100 miles from the epicenter.

OG