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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 (6572)3/8/2000 1:39:00 PM
From: Stephen L  Read Replies (2) | Respond to of 12823
 
FYI From Fiberopticsonline
Does anyone have copies of the speaches presented by Vinod Khosla & Clayton Christensen.

OFC 2000: Business and Systems Trends Supplement Optical Technology Advancements
3/8/00 BALTIMORE?Although the Conference on Optical Fiber Communication (OFC 2000, Baltimore, March 5-10) is not traditionally a venue for systems applications, much of the conference buzz revolves around optical cross-connect systems. Then again, OFC doesn't traditionally draw some 15,000 attendees by Tuesday (double the total attendance of a few years ago), with affiliations as likely to be from financial institutions as much as R&D outfits.
OFC general chair Thomas Koch of Lucent Technologies's Bell Labs marvels at the robust OFC interest, embracing both the changes and the things that remain the same. "It's turned from a science fair to a vital industry event that's nonetheless driven by science" he says. Fundamental advances in optics, semiconductors, and network architecture continue to drive the industry, he says.

"Things have never been more exciting than they are now," observes Fred Leonberger, CTO of JDS Uniphase and long-time OFC participant. He's impressed with the progress of both large companies and start-ups, which now evolve from 10-person shops to 100 employees almost overnight. OFC and the industry continue to focus on new technology?integrating multiple components with lithium niobate and return-to-zero modulation formats are on Leonberger's radar screen. But the top priority at JDS Uniphase is capacity. Manufacturing capacity, that is. The prevailing question right now is less about how to adopt new technology and more about "how do you make a lot more of what you already make," Leonberger says.

At the plenary session, technology investment guru George Gilder laid out a model of capacity abundance enabled by optical network technology, Vinod Khosla of venture capital firm Kleiner, Perkins, Caufield & Byers spoke of impending doom for large, traditional network equipment manufacturers by way of acquisition by start-ups, and Clayton Christensen of the Harvard Business School explained how large, incumbent technology companies an advantage in making incremental improvements to an installed base of technology, while start-ups have the edge in advancing disruptive technology that starts out as inferior but eventually catches on and displaces incumbent technology.

By: Erik Kreifeldt




To: MikeM54321 who wrote (6572)3/8/2000 11:52:00 PM
From: Intl_Guy  Read Replies (1) | Respond to of 12823
 
Relative to revenues for MMDS

You may want to look into HYBR thread on RB. The potential there is large IMHO. HYBR thread on SI is very quiet, in a coma.



To: MikeM54321 who wrote (6572)3/9/2000 8:59:00 AM
From: MikeM54321  Read Replies (3) | Respond to of 12823
 
Re: Fixed Broadband Wireless- MMDS via ADCT / MCI-Sprint Trials

Thread- It's getting kind of complicated to figure out who the winners in the xMDS equipment game will be. Apparently ADC Telecommunications(sym:ADCT) was eager to spread the word on a trial of their MMDS product and jumped the gun on this MCI-Sprint trial. A week later and I can't find anything more about it. Maybe it was cancelled?

And FWIW, when Sprint killed the AN2100 order that Tellabs was working on, I'm pretty certain it was because they had so much narrowband voice traffic business they decided not to use the cutting edge AN2100 product. Instead opting to go with a legacy solution from Nortel(my guess) that would get them more bandwidth for voice purposes. In other words, I can see why Sprint may not be in a huge rush to do, risky MMDS, local phone/data services when their LD business is so robust. -MikeM(From Florida)

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MCI, Sprint To Trial Wireless Net Service Unveiled

Details of MCI WorldCom and Sprint's newest high-speed wireless plan are out of the bag.

March 2, 2000- Last week, ADC Telecommunications prematurely waved victory flags that it had been selected as one of two vendors to provide equipment for MCI WorldCom and Sprint's upcoming trials of Multipoint Multichannel Distribution Service (MMDS). But MCI WorldCom apparently got cold feet over the spilled beans and quickly zipped up on details of the vendor agreements, refusing to discuss ADC's role in its trials.

"We have not announced any details on any trials to date," said an MCI WorldCom spokesman. Sources said the faux pas by ADC left MCI WorldCom's public relations seething.

According to ADC's early an-nouncement, the company will provide equipment to support MCI WorldCom's MMDS trials in Boston. Sources close to the situation said Cisco Systems is reportedly the second vendor that was selected for MMDS trials that are to be held in Dallas sometime next summer.

MMDS is a fixed wireless technology that depends on receivers affixed to homes communicating to base stations that will compete with other access technologies, such as cable, Digital Subscriber Line (DSL) and satellite services to meet the increased demand for high-speed Internet access and video. MCI WorldCom and Sprint's acquisition of multiple MMDS properties over the past two years and the companies' plan to merge have anointed the carriers as the biggest collective holder of MMDS licenses. According to company plans, MCI WorldCom will offer fixed wireless service in more than 100 cities by the end of 2001.

ADC Telecommunications, which agreed last week to purchase DSL company PairGain Technologies, will provide its two-way CellSpan platform to MCI WorldCom for the MMDS trials. Two-way transmission is necessary in order to provide fast Net connections.

According to MCI WorldCom, MMDS technology has a range of up to 35 miles in most markets and can provide scalable bandwidth at rates of up to 10 megabits per second. But many analysts said that there are still significant challenges to rolling out MMDS services.

"It's still only viable in large, urban areas due to its line-of-sight requirements and those same requirements limit its reach to certain 'shaded' areas within a city," said Michael Paxton, senior analyst of converging markets and technologies at research firm Cahners In-Stat Group. "Also, the service needs to be less expensive."

According to Paxton, MCI WorldCom and Sprint are currently trying to work out the technology's kinks with their limited service trials.



To: MikeM54321 who wrote (6572)4/17/2000 1:37:00 PM
From: MikeM54321  Read Replies (2) | Respond to of 12823
 
Re: Fixed Broadband Wireless- LMDS via Alcatel

Thread- I have to admit, I was skeptical of how important xMDS would be as a local loop solution. But those more technically savvy then myself, knew better. As witnessed by all their comments upstream in the last year or so on this thread.

Recently there have been a spate of announcement by many different SPs and equipment companies. So many, they are hard to keep up with. And I imagine, there should be some major ones coming out of MCI/Worldcom/Sprint, once they get their merger completed. I'm guessing they are keeping a low profile in regards to their access plans to avoid any potential problems with the FCC.

Anyway, here's three releases out of Alcatel that I think are significant. Also this post is linked to some previous NN/ALA news I posted upstream regarding LMDS.

Notice the first one. I think it's significant because of the dual use of the current celluar base tower infrastructure in place. As either I, or someone else, brought up previously, I think it's a great idea for all the cell towers to do double duty; mobile wireless and fixed broadband. -MikeM(From Florida)

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TELECEL AWARDS CONTRACT TO ALCATEL FOR BROADBAND WIRELESS ACCESS NETWORK IN PORTUGAL

Paris, 24 March 2000 -- Alcatel has been selected by Telecel for the development of a Broadband Wireless Access network in Portugal. Alcatel will provide its EVOLIUM(TM) LMDS technology to enable Telecel to offer to Small & Medium Enterprises (SMEs) last mile radio broadband access, voice and Internet services including LAN interconnections, PBX applications, videoconferencing as well as virtual leased-line services. The wireless solution will be implemented on a Telecel core network for which Alcatel is also tendering for supplying ATM switch and SDH equipment.

The two years frame contract signed with Telecel states that, initially, the broadband radio access network, operating in the 26 GHz frequency band, will be implemented in Lisbon and its surrounding suburbs. TELECEL is currently testing a first trial network including the central Digital Base Station and several Radio Base Stations. This trial will initiate the installation of a number of Radio Base Stations, Customers Premises Equipment (CPE) radio and Network Termination in the coming weeks.

Subsequent to the trial there will be an assessment of the proposed roll out of the network over the main Portuguese cities.

"Telecel will offer to businesses customers, radio access to voice, high speed data and Internet services," said Antonio Coimbra, Telecel's COO. "Alcatel's turnkey solution allows Telecel to focus on providing services to its customer while Alcatel is focused on implementing the network."

"This contract marks a new and significant step for Alcatel in the new development of the high-speed wireless local loop market," says Jean-David Calvet, Vice-President Marketing, Product Management & Support of Alcatel's Radio Communications activities. "It shows the Alcatel's LMDS solution is also ideal for a cellular telecom operator in an urban area wanting to expand his business by launching fixed telecommunications services while at the same time optimizing its cellular network."

home.alcatel.com
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ALCATEL TO DEPLOY FIRST BROADBAND WIRELESS ACCESS NETWORK IN KOREA

Paris, April 7, 2000 - Further solidifying Alcatel's position as the leading provider of fixed wireless communications in Asia, Alcatel and systems integrator Sungmi Electronics today announced that Alcatel has been awarded a phase-one contract for $7.2 million (U.S.) to provide equipment to Hanaro Telecom, Inc. to deploy the Alcatel EVOLIUMTM LMDS Solution (Local Multipoint Distribution System) for the first commercial Broadband Wireless Access network in Korea.

This network will first be implemented by Hanaro, one of the largest telecommunications service providers in Korea, in the City of Pusan beginning in June and is scheduled to be completed later this year. With systems integration conducted by Sungmi Electronics, the EVOLIUMTM LMDS solution will allow Hanaro to offer last mile wireless broadband access, including voice and Internet services, such as local area network (LAN) interconnections, PBX applications, videoconferencing, as well as virtual leased-line services to millions of SMEs (Small and Medium Enterprises), SoHos (Small Office/Home Office) businesses and residential customers.

"The EVOLIUMTM LMDS solution is the ideal broadband wireless solution to access the local loop and is the ideal system for quickly and cost-effectively providing broadband services to business and residential office buildings," said Dave Kimzey, vice president and general manager, Wireless Access Products, Alcatel USA. "Korea is a vast country of more than 44 million people with more than 26 million lines in service today. Alcatel's network solution will quickly allow more businesses and residential customers to experience and reap the benefits of high-speed data communications without having to wait for costly infrastructure improvements."

"The Alcatel EVOLIUMTM LMDS solution is by far the most advanced wireless broadband point-to-multipoint technology that we have tested in a field trial environment,"said Hanaro Telecom, Inc., President and CEO Yun-Sik Shin. "We were seeking a highly scalable, flexible network solution that would allow us to diversify our service offerings and meet the evolving demand for high-quality broadband services. Alcatel's network solution gives us the competitive advantage to offer a suite of superior services at a low cost to our customers."

home.alcatel.com
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TESION AND ALCATEL LAUNCH FIELD TRIAL OF WIRELESS BROADBAND ACCESS IN GERMANY

Paris, April 17, 2000 - The telecommunications provider tesion (tesion Communikationsnetze Sdwest GmbH) has chosen Alcatel, the worldwide LMDS leader, for its field trial for broadband wireless access network. tesion's wireless broadband network provides high-quality voice and data services. Alcatel will be setting up its EVOLIUMTM LMDS (Local Multipoint Distribution Services) solution in the urban areas of Stuttgart, Mannheim, Karlsruhe, Heidelberg Ulm and Pforzheim.

Thanks to the deregulation of telephone services in Germany, the distribution of radio frequencies is opening new markets for wireless broadband subscriber connections. These high-speed connections are suitable for providing fast, cost-effective Internet access to small and medium-sized businesses. Wireless subscriber connections can offer a wide range of voice and data services to customers living in urban areas. Network operators can enter this lucrative market with Alcatel's EVOLIUM(TM) LMDS and EVOLIUM(TM) Wireless IP solutions.

The point-to-multipoint technology permits transfer rates of 8 Mbps in both directions at distances of up to five kilometers. Up to 4000 subscribers can be connected to a single EVOLIUM(TM)LMDS base station using frequency ranges from 20 to 40 GHz. Bandwidth can be allocated dynamically to individual subscribers - in both increasing and decreasing directions.

"tesion provides its customers with state-of-the-art broadband communications services" , says Thomas Rehberg, CEO of tesion. "Our choice of Alcatel was based on the company's competence in the provision of turn-key solutions in this field and the existing local support".

"This new success for Alcatel strengthens our worldwide leadership in wireless broadband network access solutions", observed Helmut Bast, Vice-President, Alcatel's Radio Communications activities, "EVOLIUM(TM) LMDS solution is ideal for network operators in Germany seeking to quickly set up cost-effective wireless connections for their end customers."

More than 40 EVOLIUM(TM)MDS pilot and commercial deployment networks are operating worldwide including Germany, Austria, Belgium, France, Greece, Poland, Japan, South Korea, Italy, Spain, Portugal, Scandinavia, Israel, Mexico and the United States.

home.alcatel.com