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Technology Stocks : Lucent Technologies (LU) -- Ignore unavailable to you. Want to Upgrade?

To: Techplayer who wrote (10178)	10/18/1999 2:50:00 PM
From: DavidH	Read Replies (1) \| Respond to of 21876

Monday October 18, 2:07 pm Eastern Time FOCUS - SBC unveils $6 bln high-speed Web plan (adds analysts' comments, background, byline, previous SANANTONIO) By Ian Simpson NEW YORK, Oct. 18 (Reuters) - SBC Communications Inc. (NYSE:SBC - news), the largest U.S. local phone company, unveiled a $6 billion effort Monday to make it the top provider of high-speed access to the Internet. The three-year initiative to provide faster online access to about 77 million customers puts SBC in the fight for the quickly expanding Internet market as phone companies shift away from traditional voice services.... ...SBC declined to comment on which equipment vendors it may select to help them roll out the services. One analyst who declined to be named said equipment makers Lucent Technologies Inc. (NYSE:LU - news) and Nortel Networks Corp. (Toronto:NT.TO - news) (NYSE:NT - news) may be likely winners.

To: Techplayer who wrote (10178)	10/18/1999 3:02:00 PM
From: Maverick	Read Replies (1) \| Respond to of 21876

DSL roll-out plan by SBC SBC Communications (SBC) 46 11/16 -2 : The Regional Bell Operating Company (RBOC) that just acquired Ameritech, now declares itself a broadband supplier, and puts $6 billion on the line for DSL technology. SBC currently brings local telephone service to nearly 100 million Americans: 77 million of these will get DSL capability, which means all but the most remote users in the West, probably. At any rate, it is the largest single committment to DSL yet demonstrated, by anyone, that we know of. This doesn't mean that people will sign up for it in droves, of course. But it could be that SBC has learned a lesson from the ISDN days. ISDN never really took hold for two reasons: the price kept consumers out, and many businesses that wanted it, found it wasn't available in their area. For DSL to succeed, it needs to be available when consumers call up to inquire about it. We don't have any details on SBC's planned pricing for this DSL rollout. But this committment to DSL is extremely important in the cable/DSL race. Why? Because cable advocates have long argued that cable will win, and they have priced cable delivery stocks, like Excite@Home (ATHM) accordingly. DSL, which has no single advocate really, has often been tagged as doomed because it depends on the RBOCs to install central office DSL equipment. Local ISPs can also offer DSL, but they need central office access as well, which puts an RBOC in the picture. Since everyone views the RBOCs as slow behemoths still operating under the monopoly-induced culture, fast, cheap rollout seemed unlikely. But cable rollout hasn't exactly been fast either, as the slow behemoth, monopoly cultures of the cable companies are also involved. Today's announcement is a real boost to the DSL side of the battle, but it won't happen overnight. SBC calls this DSL rollout "Project Pronto" but the full implementation won't be available until 2002. It sure looks like the only thing slow about broadband is the rollout