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To: larry pollock who wrote (15969)	12/18/1999 1:42:00 PM
From: Michael M	Respond to of 18016

Hi LARRY POLLOCK. I'm surprised the Post allowed Mr. Gibbens to put his name above that Nortel press release.

To: larry pollock who wrote (15969)	12/18/1999 2:36:00 PM
From: Doug	Read Replies (1) \| Respond to of 18016

Larry: The history of progress in our Free Market world is boom and bust cycles. In the case of Tele Equipments, some one has to pay the suppliers. All eqpt Forecast are based on Reports paid for by the Eqpt providers. Naturally every writer knows how to stroke his master. This is unfortunate but a practice in every Industry. Let me give you 2 examples of Boom and bust. In the 80's the big push was Energy. State of art Cray computers were used to establish Global supply and forecast price/ demand. The most Conservative Consulatant's report forecast the price of Oil at a minimum of $60 for the 90's. Oil stocks went thru the roof for 2 years until it dawned on the world that they had been taken for a ride. Dome Petroleum ,the largest Cdn Firm in the Oil patch vanished in a mountain of debt whilst owning the worlds largest and best Drilling fleets. Later we had Air transport forecast. That forecast concluded Aeroplanes would fill the skies. Every one was going to travel by air. Have a look at Boeing stock and check how many bookings for airCraft were cancelled in the last few years. Now its time for Fibre. With DWDM and line defintion reduced to 1nm., there is going to be a glut of fibre. It is equivalent to a reduction of Oil demand by improving Engine performance by a factor of 10. The Japanese and Europeans also have their Technologies and have caught up quite fast. Take a look at Alcatel in the U.S. This oversupply is not going to occur overnight but will take about 2 years to materialize. The big TELCO's are facing a cash flow reductin. Check out AT&T stock. Most of the large carriers are seing a drop in revenues. The CLEC's and NSP's are carring more liabilities than assets. If the revenue stream for Carriers and NSP's was that good they would not have to advertise so heavily for Traffic. TELEGLOBE a carrier heavily in debt openly states it is willing to share its lines with any takers. My NSP calls me every week asking me to upgrade and offering more price cuts. One does not see those signs in a Boom. In fact during a Boom, the Consumer goes after the Agent like we all do when houses are in shortage. The length of any Boom in a particular sector, depends on how well that Industry fares in mopping up the money from the Consumer. The telecom Industry is running into Consumer resistance whch is now resulting in price competition. The first signs of a peak is a fall in Earnings growth , then increased revenue and decreasing profit.In fact our friends at CSCO have just stated that Growth is decelerating. Every Boom cycle is followed by a bust.Do you know how they plan to handle that.?

To: larry pollock who wrote (15969)	12/18/1999 4:44:00 PM
From: larry pollock	Read Replies (1) \| Respond to of 18016

Here is some recent LMDS news from Alcatel: ALCATEL INTRODUCES EVOLIUM? WIRELESS IP IN ITS BROADBAND WIRELESS ACCESS PORTFOLIO Paris, 17 December 1999 -- Alcatel, the worldwide pioneer and leader of LMDS, and BreezeCOM, an Israeli company specialized in local wireless systems, announced today the companies have signed an OEM (Original Equipment Manufacturer) partnership agreement. It concerns the marketing of a local broadband radio loop system developed and produced by BreezeCOM and branded by Alcatel as EVOLIUM? Wireless IP. This new radio access system will complement Alcatel's current Broadband Wireless Access offering. This agreement is another significant step in the overall value chain Alcatel is creating chiefly for Competitive Local Exchange Carriers (CLECs) for the building up of Broadband Wireless Access (BWA) networks. These operators, as well as incumbent operators and full-service telecom operators worldwide, will be able to provide quickly and economically fast access to the Internet as well as a wide range of high-speed voice and data services to customers in densely populated areas. The new EVOLIUM? Wireless IP solution, a highly advanced technology based on IP (Internet Protocol), uses band from 2 up to 5 GHz. It is more dedicated to the Small Office Home Office (SoHos) segment-professionals, retailers, freelance workers, very small businesses-who need medium rate data over IP or, before long, Voice over IP. Jean-David Calvet, Vice President Marketing Product Management & Support of Alcatel's Radio Communications activities, commented: "Every operator expects rapid return on investment. This challenge is especially critical for new operators, eager to rollout revenue-generating services as quickly as possible. Now, operators can deliver broadband access with fiber-like quality at an affordable price right to customers at their place of work. A great leap forward made possible by the EVOLIUM? LMDS and EVOLIUM? Wireless IP solutions". The existing EVOLIUM? LMDS solution, which uses band from 20 up to 40 GHz, is what operators offer mainly to Small and Medium Enterprises (SMEs) whose data transmission rates are increasing sharply with Internet/Intranet traffic. As of December 1999, thirty-five operators around the globe are already running trial Broadband Wireless Access networks using the EVOLIUM? LMDS solution or plan to do so before the end of the year. The Formus network-one of the world's first and largest-is off the ground, covering a number of major cities in Poland. About EVOLIUM? EVOLIUM? is the brand name of a whole range of fixed and mobile radio solutions dedicated to ILECs, CLECs and GSM operators and specially designed to adapt to the constantly changing realities of fixed and cellular networks. The EVOLIUM? range of solutions includes: ú EVOLIUM? GSM Solution ú EVOLIUM? LMDS Solution ú EVOLIUM? Wireless IP Solution ú EVOLIUM? Microwave Solution ú EVOLIUM? WLL Solution ú EVOLIUM? 3G Mobile Solution About Alcatel Alcatel builds next generation networks, delivering integrated end-to-end voice and data communications solutions to established and new carriers, as well as enterprises and consumers worldwide. With 120,000 employees and sales of EURO 21.3 billion ($25.0 billion), Alcatel operates in more than 130 countries. About BreezeCOM BreezeCOM is a worldwide technology leader of wireless access products,developed and manufactured for data and voice applications, targeted to public operators, ISPs and private enterprises. BreezeCOM is active in the field of Wireless Internet Access (WIA), IP Broadband Wireless Local Loop (IP B-WLL) and indoor/outdoor Wireless LAN. Incorporating internally developed core technologies, the products employ point to multi-point wireless packet switching technologies, optimized for high-speed Internet and Intranet access. For further information, visit www.breezecom.com. Contacts press@www.alcatel.com All rights reserved ¸ Copyright 1999 Alcatel, Paris, France. Legal Notices