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

To: Rick Coker who wrote (5597)	10/18/1999 8:33:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Rick, That's the $64,000 question. I'm trying to figure it out. It hasn't been easy. I noticed when the CFO was questioned today on CNNfn, he ignored the question. All, 100% speculation follows. Part of, "Pronto," is HDSL. So I imagine ADTN may get some business. They are clearly going to be upgrading their NGDLCs. So maybe AFCI, NT, or Marconi may participate. They need field cabinets, so maybe CHNL. Maybe ADCT for all the equipment they can offer a telco. Or maybe DY because they clearly need to lay more fiber and need engineering services. I haven't verified a thing yet. Just digging around. MikeM(From Florida)

To: Rick Coker who wrote (5597)	10/19/1999 1:10:00 PM
From: Self-Retired	Respond to of 12823

could be Itex look at this: "February 18, 1999 -- The PC industry seems to have been underwhelmed by Intel's upcoming Pentium III chip, but a company called Integrated Telecom Express hopes next week's rollout will highlight its technology for reducing the cost of digital subscriber line (DSL) modems. Yesterday at the Intel media event in San Jose, Integrated Telecom Express (Itex) took occasion to show off a "host-based" DSL modem that can download data at speeds reaching 1.5 mbps (megabits per second) and send data at a rate of 512 kbps (kilobits per second). Both speeds are many times quicker than current dial-up modems. Itex said its product, sometimes called a "software" modem, uses the power of the main processor rather than the separate microprocessor and memory normally required by a standalone DSL modem device. That drives down cost. Not coincidentally, the new Pentium III includes 70 new instructions that programs can use to speed multimedia and communications functions. " "host-based" DSL modem that can download data at speeds reaching 1.5 mbps (megabits per second) that exactly what SBC needs to make it $20 instead $335 (Bell Atl) dslcenter.com

To: Rick Coker who wrote (5597)	10/19/1999 4:06:00 PM
From: John Stichnoth	Respond to of 12823

SBC's DSL rollout--Seems like Alcatel. Alcatel lands contract to supply SBC Web project PARIS, Oct 19 (Reuters) - French telecoms equipment group Alcatel said on Tuesday it had won a contract to supply all the Internet equipment for SBC Communications' new $6 billion high-speed Internet access initiative. ``It's not exclusive, but we are, for the moment, the sole supplier for this project,' an Alcatel spokesman told Reuters, adding he could not yet put a precise figure on the deal. A source close to Alcatal estimated that most of the $6 billion SBC is spending on the project would go to Alcatel, which will supply two systems -- the ``Litespan digital loop carrier' for local transmission of information, and the ADSL for high-speed transmission. That was in line with a report in the New York Times which said, citing sources close to SBC, that the company planned to spend around $4.5 billion on the high-speed data transmission system, the bulk of which will be supplied by Alcatel. SBC, the largest local phone company in the United States, unveiled the three-year Web initiative on Monday, putting it into the fight for the fast-expanding Internet market as phone companies shift away from traditional voice services.