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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: If only I'd held who wrote (30248)	11/19/1999 12:32:00 AM
From: molemania	Read Replies (1) \| Respond to of 108040

How about FCCN? 2.5 million float.

To: If only I'd held who wrote (30248)	11/19/1999 1:08:00 AM
From: Bryan	Respond to of 108040

This stock [BBTK] has been driving me nuts for years. I've been in and out of it several times and it is just now starting to open some eyes due to the FCC ruling, and favorable talk about the company's new access product. Turns out the product addresses a variety of DSL services, so that could account for the recent stock appreciation. Either way, something is up and I don't just mean the stock price. If the product is a winner, you won't see BBTK stock trading in single digits.... Closed today at $4.50 It is a BB-stock, so I'll tell you upfront to be careful if you decide to try BBTK. bbt.com Here is some brief DD on BBTK: From their website "Ten years of research and development at BroadBand have yielded unique expertise in broadband transport, fiber optics, ATM and DSL technologies. Our ability to combine these capabilities is a key ingredient in our new products. In fact, integration of these capabilities is essential to the successful introduction of any new products in this market. For this challenge, BroadBand is uniquely positioned to succeed." bbt.com From their latest 10Q SEC filing on Nov 15th NEW PLATFORM ACCESS PRODUCT The Company has been developing, and expects to continue developing, a new generation access product for telecommunications network operators. The New Platform leverages the Company's technological experience gained in the development of prior generations of access products. The New Platform is expected to provide traditional voice/special services via Time Division Multiplexing (TDM) architecture, as does the current generation of Digital Loop Carrier (DLC) products. In addition, the New Platform will provide for a variety of new emerging Digital Subscriber Line (DSL) services such as High Density Digital Subscriber Line (HDSL), Symetrical Digital Subscriber Line (SDSL), Asymmetric Digital Subscriber Line (ADSL), ADSL lite and others via an Asynchronous Transfer Mode (ATM architecture. The product concept is to provide a single platform that can support traditional and emerging telecommunication services simultaneously and efficiently. The intention is to provide an access platform that can support the expected transition from circuit-based networks traditionally deployed by telecommunications network operators to emerging cell-based networks. The Company believes that a transitional product will be attractive to network operators so that maximum benefit can be derived from the operators' embedded network investment. The architecture being developed will consist of a host control shelf that is capable of supporting many remote service nodes. The control shelf will aggregate telephony traffic and interface to the circuit switch network via an industry standard protocol. Likewise, the control shelf will aggregate cell-based traffic and be capable of interfacing to data network via industry standard protocols. The remote service nodes are designed to support highly distributed network designs over both copper and fiber optic spans. Node shelves are planned in various capacities and sizes to meet expected industry needs. PRODUCT AVAILABILITY The plan is to make the product commercially available in a phased approach. The first release will provide for traditional telephony (DLC) line services and is expected to be completed in the first quarter of 2000. The second release, which will add cell-based services and optical interfaces, is planned for the end of the third quarter of 2000. The Company believes that as demand for faster access to the Internet grows, there will be an opportunity for a new generation of access products, as most existing DLCs were not designed to support the bandwidth required for emerging DSL-based Internet services. The Company's new product has been designed for low and medium density applications, which the Company believes could be the fastest growing segment of the loop electronics market. While difficult to estimate considering the embryonic nature of the DSL-based, high-speed Internet access market, the Company believes it can address a significant portion of the new generation access market. The Company estimates its addressable market to be $500.0 million to $700.0 million per year, and that it is growing at an anticipated rate greater than the overall market rate. COMPETITION -----This is good; look who they are going up against ...........BIG BOYS!----- The Company's new product will compete in the DLC and Digital Subscriber Line Access Multiplexer (DSLAM) markets. Competition in the North American DLC market includes Alcatel, Lucent, Nortel, Reltec, AFC, and Cisco, as well as smaller competitors such as Fibex Systems and Mainsail. The North American DSLAM market competition consists of Alcatel, Nokia, Copper Mountain and other smaller companies. BUSINESS PLAN DISCLOSURES ....in November 1999 the Company elected not to continue negotiations for restructuring the debt of the Company with a Committee of Creditors representing certain holders of its $115 million of 5% Convertible Subordinated Notes due May 2001. ----This is important IMO because it suggests that revenues from the new product will allow the company to keep its current debt structure intact.---- The 1998 Business Plan contained information about the expectations of the Company's management with respect to the future financial performance of the Company. This information, which was primarily forward looking, focused on the Company's new access product being developed and the Company's strategic relationships with Lucent and Bosch, as well as management's financial forecasts for future periods. Some of this information has not been disclosed to the public. ----BBT has kept the R&D of this new access platform quiet for some time, I have spoken to Rick Jones from BBT IR and he refused to elaborate on details of the new product because the company did not want to give a heads-up to the competition [understandible, I suppose].---- Best of Luck to All. I'm tired....Good night. B