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Technology Stocks : VALENCE TECHNOLOGY (VLNC) -- Ignore unavailable to you. Want to Upgrade?

To: Steve Lee who wrote (17908)	1/29/2000 3:24:00 PM
From: Rich Wolf	Read Replies (1) \| Respond to of 27311

Steve, great update and detail, thanks! OT: BTW, who are the ADSL equipment and service providers you see having the largest presence in the UK and Europe? Alcatel has much of the business with the RBOCs in the States, but with the rollouts taking place over the next few years, the money will be spread around to a number of players. Other names to look at would be EFNT,CMTN,WSTL, etc., and some of these smaller players would provide a lot of investment leverage.

To: Steve Lee who wrote (17908)	1/30/2000 1:48:00 PM
From: John Curtis	Read Replies (1) \| Respond to of 27311

Steve: Well, I could stand corrected on my synopsis of history, particularly as competition in those arenas is having an impact. I do know, from certain past adventures, that such companies as MFS Intelenet(long since acquired), were busy backbone wiring together the tier one cities of Europe(Paris, Berlin, etc., etc.) waaay back in 1993 or so. Once certain "relaxations" were afforded the telecom sector by various governing bodies....well..at least on the backbone side of things everything began moving reeeeeal quick. Very quickly local switching vehicles started being placed to support the telecommunications needs of the local populace, and I'll admit where-ever possible that was, and is, being done with fiber. Basically they're being wired with all new "stuff". Stuff suffering fewer of the drawbacks of a 100 year old, entrenched infrastructure. Still, to get up and running quickly with a sophisticated local communications grid, you can't beat wireless. Bottom Line? From my point of view, in telecom Europe and Asia are exciting places right now. On a parenthetical aside....hey....is UK part of Europe? ;-) John~