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To: Mark Fowler who wrote (94703)2/24/2000 12:25:00 PM
From: Bill Harmond  Read Replies (4) | Respond to of 164684
 
I'm numbed by CRA.



To: Mark Fowler who wrote (94703)2/24/2000 12:26:00 PM
From: H James Morris  Respond to of 164684
 
Mark, obviously your into cell phones, otherwise you wouldn't be buying Phcm.
When i think of relativity I think of Einstein. When I think of cell phones I think of Craig McCaw.
He went public yesterday with another of his companies called Nextel Partners (nxtp). Check it out.
Another Nxtl in the making? I hope so. Trust me on that.
Ps
Check out Cone too. Have you ever been to Luxembourg?
>
NEW YORK, Feb 24 (Reuters) - Carrier1 International SA's <CONE.O> American Depositary Receipts jumped more than 50 percent in their Wall Street debut on Thursday, boosted by European telecommunications fever.

The ADRs were up about 8-1/2 at 25-1/2 on the Nasdaq stock market. The company, which provides voice, Internet, bandwidth and telecom-related services, is also trading on the Neuer Markt in Germany.

Carrier1 raised more than $800 million in its initial public offering of 9.375 million ordinary shares, priced at 87 euros, or about $87.27, per share. With each share equivalent to five ADRs, the ADRs priced at about $17.48 each, above the expected range.

Carrier1 offered 7.5 million of the shares, while shareholders offered the rest. The company had raised the price range for the shares to $75.73-$85.56 each from an original $65-$75, reflecting healthy demand for the issue.

The offering, representing a 23 percent stake in Carrier1, was jointly led by Morgan Stanley Dean Witter and Salomon Smith Barney.

The company, in addition to its current services, is building a high-capacity, low-cost cross-border fiber optic network in Europe, giving it another edge as investors focus on the "fiber optic network" buzzword that has propelled many new issues, analysts said.

"I think it's a big deal," said Kenan Pollack, money editor at Hoover's Online. "There is clearly a lot of growth in data services and need for bandwidth, with Europe being the other part of a huge market."

He said Carrier1 was "working with all the major telecoms over there. It has good positioning, solid management and good backing."

Deregulation in Europe's telecommunications industry has driven the explosion as new firms offer high-performance alternatives to traditional telecommunications services.

Much of Carrier1's management has experience in the European telecommunications sector. Stig Johansson, its chief executive and president, was formerly president of Unisource Carrier Services AG. He has also worked at Sweden's Telia AB.

11:48 02-24-00



To: Mark Fowler who wrote (94703)2/24/2000 12:39:00 PM
From: Si_Detective  Respond to of 164684
 
Mark, Com21, a competitor of TERN, just release voice/date modem over HFC, I think it's significant for CMTO.

(I own CMTO)

HANNOVER, Germany--(BUSINESS WIRE)--Feb. 24, 2000--Today at the CeBIT Tradeshow, Com21, Inc. (Nasdaq: CMTO - news), a leading global supplier of system solutions for the broadband access market, unveiled one of the first integrated voice and data solutions over hybrid fiber coax (HFC). The product resulted from a collaborative agreement announced last December with Tdsoft, a world leader in Voice over Next Generation Access (VoNGA).

The ComUNITY VoX(TM) (Voice over eXchange) joint solution, incorporating TdSoft VoNGATE(TM) as a voice access gateway, is coupled with Com21's ComUNITY Access© System platform to provide a cable-based telephony solution established on the E1 V5.2 public switched telephone network (PSTN) standard. V5.2 is a widely deployed open interface between the access network and the local exchange, approved by the European Telecommunications Standards Institute (ETSI).

Leveraging the Com21 infrastructure currently owned by the operators, the ComUNITY VoX is an end-to-end solution that allows operators to cost-effectively add new and exciting revenue-generating services for residential users, home offices, and businesses. The ComUNITY VoX system is one of the first to offer affordable, toll-quality telephony and broadband data.

``Because Com21 designed its cable modem system from the beginning with telephony in mind, it is uniquely positioned to take advantage of Tdsoft's VoNGATE Voice over ATM gateway solution,' said Harvey Morrison, senior analyst and vice president of Technologie Mondiale. ``Many of Com21's international customers can position their installed base of Com21's ATM-based modems to provide high-speed data and multiple voice lines to residential, as well as small-to-medium enterprises.'

The ComUNITY VoX solution is transparent to cable subscribers, allowing them to bypass the traditional copper local loop network, while retaining their current set of calling and billing features. This transparency can significantly simplify operations, service provisioning and billing management for the cable operator. They will no longer need to separately dedicate bandwidth or system and human resources for the same set of subscribers, while adding toll-quality voice service over cable networks.

``We envision cable-delivered telephony to be a major application of both our ATM, and standards-based modem systems,' said Paul Baran, chairman of the board and co-founder of Com21, Inc. ``The company was created in the belief that the TV cable would be the preferred channel to deliver toll-quality telephony and high-speed data in the 21st Century. With the ComUNITY VoX solution, cable operators may offer their existing customers toll-quality voice services and fast Internet access over standard cable today.'

``Our partnership with Com21 is another milestone for Tdsoft's unsurpassed track record in the V5 international market as well as in Voice over Next Generation Access (VoNGA),' said Yosi Albagli, president and CEO of Tdsoft. ``With the ComUNITY VoX joint solution incorporating the VoNGATE Voice Access Gateway and the ComPORT modems, cable operators will be able to provide high speed, cost effective Internet access for small businesses, residential users and home offices.'

VoNGATE is capable of efficiently delivering voice over Next Generation Access while fully leveraging existing PSTN infrastructures. A truly versatile system, VoNGATE supports any combination of ATM, IP and TDM access technologies and ensures connectivity to any voice switch supporting V5.2, GR-303, TR 008, CAS or proprietary interfaces.

Product Demonstration

At CeBIT, Com21 is demonstrating the ComUNITY VoX integrated voice and data solution at two stations located in Hall 17, stand B56, booths B9-B10. Each station contains a personal computer and a Com21 voice-enabled cable modem. Com21 booth visitors can experience Com21's Quality of Service (QoS) features by placing toll-quality voice calls while surfing the Web through the station's PCs and downloading large files.

Availability

Cable operators/system integrators interested in adding the ComUNITY VoX solution can contact a Com21 (+01 408 953 9100) or Tdsoft (+972 9 956 7267) sales representative to obtain a price quote for their particular plant configuration. Customer trials will begin in Q2'00.

About Tdsoft

Tdsoft is a leading provider of Voice over Next Generation Access (VoNGA) solutions for the telecommunications industry. Tdsoft's open solutions enable Telephone Operators, New Competitive Access Providers and Service Providers to increase their revenues by adding voice services over existing next generation access infrastructure (Cable, xDSL and Wireless).

Tdsoft provides new and incumbent carriers versatile voice access gateways, access concentrators and switch simulators. More than 45 telecom and access equipment vendors in 25 countries use Tdsoft's products, which have been tested with 15 different switches worldwide.

Established in 1994, Tdsoft is a privately held company financially backed by leading international venture capital firms. With an experienced management team, growing product family and strong customer base, Tdsoft is well positioned to build and maintain a leadership position in Voice over Next Generation Access (VoNGA) market.

About Com21, Inc.

Com21, Inc., is a leading global supplier of system solutions for the broadband access market. The Company's DOCSIS, DVB and ATM-based products enable cable operators and service providers to deliver high-speed, cost-effective Internet and telephony applications to corporate telecommuters, small businesses, home offices and residential users. Com21 has shipped 370,000 cable modems worldwide through December 31, 1999.

Com21 is an ISO 9001 registered company headquartered in Milpitas, California, USA, and maintains domestic and international sales and support locations in the United States and Canada, Europe, Asia, and Latin America.



To: Mark Fowler who wrote (94703)2/24/2000 1:12:00 PM
From: Bill Harmond  Read Replies (4) | Respond to of 164684
 
Bought back Superconductor Technologies @ 46, bought more NPS Pharmaceuticals @ 26 3/4, Sold Odetics @ 24 3/4, bought Synsorb Biotech @ 4 19/32.