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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 (6652)	3/18/2000 10:17:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: European Internet Infrastructure- France Telecom's Last Mile Monopoly Thread- I got a little chuckle out of the word, "soon." I suppose it's all relative but soon won't be soon enough for a lot of European customers. As I've said many times upstream, Europe is going through the same pains at the United States has gone through. This is an example of them following what we have already done, years ago. I can only say, hopefully it will go quicker for them since they have the USA as a model of the thousands of things that can go wrong when deregulation is applied to a former monopoly. -MikeM(From Florida) PS1 The French government needs money and I don't think their citizens are too keen on paying even higher taxes. So the government selling off their ownership in France Telecom may happen soon. If so, then the REAL games can begin, a la USA. PS2 I think French example debate is a result of Davos. See: Message 12751483 ...for more details. ************************* France to Act Soon on Local Loop, Internet Bills** By Sophie Walker, Reuters 17 March 2000- French Industry Secretary Christian Pierret said on Friday the government would act soon on legislation to unbundle local loop telephone services and clarify jurisdiction on the Internet. Speaking at Rennes University in northern France, Pierret said a draft law giving private telephone operators access to local loop services would be presented to parliament "very soon", and should be in force at the start of 2001. Private telecommunications companies in France have long been pushing for legislation to end incumbent operator France Telecom's monopoly of the local loop, the "last mile" of phone cable linking operators directly to end users. On Tuesday, AFOPT, the association of private telecommunications operators, said France was in danger of missing out on the technological revolution because Internet access remained costly and slow while competitors to France Telecom, in which the state holds a 62 percent stake, were cut out of the market. Pierret also said that he and Finance Minister Christian Sautter would present a bill aimed at tackling legal problems posed by the growth of the "new economy" to ministers in the autumn. "This project is centred on three aims - freedom of communication, access to the largest number of networks, and security of online transactions designed to boost users' confidence and promote transparency," Pierret said. Security of payment is a hot topic in France, following recent media reports that a formula existed to crack security codes on millions of bank cards fitted with "smart" chips. Pierret said a public consultation on the Internet bill had thrown up several questions about safeguarding consumers online, given the growing popularity of web auctions and other transactions. His trip to Rennes was part of government efforts to promote an "Internet Festival" this week, aimed at increasing awareness of the Web and showing people how to use it. Pierret also unveiled a new government study showing 10 percent of the French population was now hooked up to the Web, with a further 19 percent intending to do so in 2000.

To: MikeM54321 who wrote (6652)	3/20/2000 2:27:00 PM
From: MikeM54321	Read Replies (3) \| Respond to of 12823

Re: ADCT-RBAK To Create Products for Cablecos Thread- Apparently ADCT is trying to get serious about the coaxial HFC Last Mile solution. I linked this post to ADCT's joint venture deal with Alcatel to do the same type of thing. Attack the cableco market. Now here's another attempt for ADCT to further ingrain themselves in that market. Redback Networks has always promoted their access concentrator as a cableco and teleco solution. But as far as I know, they have no large cableco customers. So this ALA-RBAK combo may help both companies penetrate that market. Now I'm totally perplexed by this move? Recently ADCT just bought Pairgain(sym:PAIR) for what I thought was their Avidia access concentrator. So why in the world do a business deal with what I thought was a direct competitor to the Avidia product? I'm at a loss on this one. Especially the line in the PR where, via the agreement, Redback Networks can take it's newly upgraded SMS 500 product and sell into the telco space right up against what will soon be ADC's Avidia product? Bernard, Chuck, Others- If any access specialist can figure this one out, I'd appreciate a few comments. Thanks. -MikeM(From Florida) PS Don't forget this unpleasant piece of news regarding ADCT is anyone thinks about investing: Message 13186838 ************************* ADC and Redback Networks Team to Deliver SONET and IP Transport Solutions for Cable Market** Agreement Enables ADC to Sell Jointly Developed Video Transport Solutions MINNEAPOLIS March 20, 2000-- ADC Telecommunications today announced that it has signed an agreement with Redback Networks that leverages each company's unique strengths to form a powerful team to provide integrated Internet/data, video and voice solutions to the broadband multimedia market. Under this agreement, ADC will develop video interface modules for Redback Networks' multi-service platforms, and have the right to market and sell those Redback Networks products to the cable television market. Additionally, Redback gains the right to sell ADC's video modules into non-cable markets. The ADC-Redback Networks agreement combines ADC's strength in video transport technology with Redback's leading SONET and IP expertise, yielding a universal transport and access platform that will allow cable providers to cost-effectively deliver high quality video, digital TV (DTV), high definition TV (HDTV), voice and data over SONET/IP networks. As a result of this agreement, Redback's platforms will incorporate the video features required to meet tomorrow's evolving multimedia network requirements, further strengthening ADC's position as a premium video transport supplier. ``By combining forces, this agreement allows each company to reach larger markets,' said Arun Sobti, president of ADC's Broadband Access and Transport Group. ``With ADC's video technology, knowledge base and vast distribution channel, and Redback's expertise in SONET and IP networking, together we have a winning product and market strategy with which to build comprehensive next-generation networks.' ``It is clear that the trend in the telecommunications marketplace is towards building next-generation SONET- and IP-based networks,' said Vivek Ragavan, president and chief operating officer of Redback Networks. ``We expect the demand for IP-based delivery of integrated video, voice and data to grow exponentially over the next few years. Our agreement lets us take advantage of ADC's expertise in developing video transport interfaces, as well as their strong presence in the cable television video transport marketplace. Together, we can deliver a very powerful solution for next-generation optical network operators.'