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

To: MikeM54321 who wrote (5811)	11/2/1999 5:18:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Hi Mike, while we are on the topic of "digital is happening quickly", is there anything that you or anyone else here can tell me/us about the Open Video Services (OVS) initiative --the equivalent of Open Network Architecture, or ONA, in the telco carrier space-- that was all the talk about four or five years ago? Has OVS been shelved for the time being, or killed altogether? Or is it happening as we speak, in some obscure way, and I just don't know about it? Also, if someone here could give a brief summary of the OVS principles and guidelines, and any relevant updates that may have been enabled due to improvements in the technology in the past couple of years, I'd appreciate it. Thanks, Frank Coluccio

To: MikeM54321 who wrote (5811)	11/13/1999 2:06:00 PM
From: MikeM54321	Read Replies (3) \| Respond to of 12823

Re: MSO Upgrades - Current AT&T Status/Projections Thread, On Friday, November 5th, the Wall Street Journal printed a fact filled article on the huge risks that AT&T's Mike Armstrong is taking with it's MSO properties. It's a front page story, column one. The title of the article is: Amid All the Bets, One Stands Out: AT&T Ventures Into Cable. "Armstrong Pays $110 Billion To Transform an Icon; "Time Is Your Enemy" I wish I could link to it, but I could not find it online. The article goes into great detail about the history behind Armstrong's moves and was full of figures. I thought I should post some figures for future reference. All the billions ($$) mentioned should be of great interest to Last Mile investors. It sure gets my attention. MikeM(From Florida) ************************************ --Over the past year AT&T has spent $110 Billion purchasing cable companies --MediaOne Group reaches 8 million customers --TCI cable property has the potential to reach 17 million customers --AT&T is projecting on signing up 30% of homes for cable telephony by 2004 --Cable telephony customers would then be 7.5 million. --AT&T has 63 million LD customers today --With it's cablecos, they can reach 22% of the nation --They can reach up to 50% with deals such as one they are working on with Time Warner --AT&T has signed up only 2,100 cable phone paying customers in Fremont, CA so far. --Free cable phone trials in five other cities. Aim to sign up hundreds of thousands by year end 2000 --AT&T paid $48 billion for TCI and some think they overpaid. --TCI sorely lagged other cablecos in upgrading to HFC. --TCI has a patchwork of systems --AT&T purchased 30,000 trucks and tens of thousands of techs with TCI --AT&T hopes to have 50% of the upgrades completed by year end 1999[Don't see how this is possible?] --AT&T will be spending $4 billion on upgrading TCI and MediaOne in 2000 --Upgrading the entire networks of TCI and MediaOne is estimated to exceed $10 billion --To hook up cable telephony, takes a truck roll that could take hours and costs $750/home. --1999 Revenue breakdown: 33% Consumer long distance 27% Business long distance 18% Business data, local phone 11% Video 10% Wireless 1% Consumer broadband and data --2004 Projected Revenue Breakdown: 33% Business data, local phone 17% Business long distance 14% Wireless 13% Consumer long distance 13% Video 10% Consumer broadband and data

To: MikeM54321 who wrote (5811)	1/10/2000 6:58:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: Merger of Time Warner(sym:TWX) and America Online(sym:AOL) Thread, Some important news this AM that I believe is AOL's biggest deal in partnering with a broadband company. With this deal, it would be hard to imagine AOL will keep pushing for open access via AT&T's cable plant. I'm assuming AOL gets TWX's cable plant too. Didn't we all see this coming. But I thought it would be a huge DSL deal, not a cable deal. Just when I thought all MSO's were fully valued, along comes this deal that values TWX substantially higher. up 45 this AM. AOL is also up on Instinet too. MikeM(From Florida) *************************** America Online, Time Warner to Merge in Stock Transaction; AOL to Own 55%** By George Stein America Online, Time Warner Agree to Merge in Stock Swap New York, Jan. 10 (Bloomberg) -- America Online Inc., the world's largest online service, and Time Warner Inc., the biggest media and entertainment company, agreed to merge in an all-stock transaction. Shareholders of America Online, with a market value of $164.9 billion, will receive one share in the combined AOL Time Warner, for each of their shares and own 55 percent of the new company. Shareholders of Time Warner, which has a market value of $83.3 billion, will receive 1.5 shares of AOL Time Warner for each of their shares. The merger is the biggest-ever combination of an Internet service with a traditional media company. AOL's 20 million customers would provide an audience for Time Warner's television programs, movies and publications, including the CNN, TBS and WB networks, Warner Bros. movie studio and Time Magazine... quote.bloomberg.com