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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 (6680)	3/18/2000 4:21:00 PM
From: axial	Read Replies (2) \| Respond to of 12823

Mike - Bingo! I had questions at the time of the Newbridge/Alcatel deal, particularly about the viability of buying (and paying a hefty price for) ATM switching technology. My knowledge of the whole networking thing is minimal, and the buzz ("manias"), coupled with the pricey investments by NTL and others in optical switching, left me scratching my head. I still don't have a real good feel for where the center of the mass is. However, your post helps to clarify things, and was almost prescient in answering some of my questions. If I may, I'll state what first drew me into the whole subject of networking, and posts about same here. Since last fall, I have had a strong suspicion that Telia will incorporate some fairly advanced features into its network when it establishes its American fiber backbone. My guess is that the network will include as a last mile solution WOFDM RF technology from Wi-LAN. Other tidbits suggest QoS from end-to-end, a graduated service level, and VOIP within the domain. So, many of my forward-looking remarks were made from this viewpoint: what happens IF some newcomer enters the market, incorporating leading-edge, bleeding edge technology (within its domain of 120-140 American cities)? How disruptive would such a scenario be? How much (if any) business would be lost by others? The advent of a new standard won't negate other models, but won't it cheapen them? I'd better repeat that all of my questions are based on pure speculation, insufficient information, and general ignorance!

To: MikeM54321 who wrote (6680)	3/19/2000 10:40:00 AM
From: elmatador	Respond to of 12823

Hello Mike and Thread, after all those weeks. In line with your messages. Not addressing a point in particular but to put things into perspective few things to keep in mind as Europe is concerned. 1) ALA lost the mobile train and have put all its bets on access and broadband. One of the reasons that I thought ALAwould make one of the gang of three and eventully bought NN. 2) The market in Europe is very concentraded. The biggest ISP are the incumbents Telcos. T-OnLine the ISP offshoot of Deutsche Telecom (DT)for instance. A force any Euro-CLEC has to face. 3) Those telcos are saddled with a huge installed base of swicthes, (Siemens EWSD for DT, ALA for France Telecom Marconi -owner of former Plessey- for British Telcom, Ericsson for Sweden and so on.) Those big telecoms vendors of Europe are a formidable force when it comes to how networks will evolve. 4) A potential outcome -as European markets are concerned- that will happen is that a few CLEC's from the US will use their experience gained there and ported it across the Atlantic to Europe. They will find interested partners in Europe to gang up against the incumbents.

To: MikeM54321 who wrote (6680)	4/7/2000 7:34:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: Alcatel and Newbridge Raising Expectations Thread- In what I consider a tribute to strong Last Mile/Access upgrades, a legacy ATM player Newbridge(sym:NN), and access specialist Alcatel(sym:ALA) appear to be going strong. Although the Last Mile doesn't get as much press as the core of the network, it's the most ancient part of an Internet connection today. Where I believe a lot of spending is yet to come. -MikeM(From Florida) ************************* Newbridge Networks Expects Record Revenue for Q4 2000** Business Activity Levels Remain Strong as Momentum Continues to Build KANATA, CANADA--April 6, 2000--Newbridge Networks today announced it is experiencing strong growth for its current quarter, ending April 30. The Company expects to achieve record revenue for its core broadband switches and broadband access products, and is on track to meet forecasts. Overall revenue for Q4 is on course to meet or exceed forecasts. "In Q3, which ended January 29, Newbridge achieved record revenue, streamlined its cost structures, made substantial gains in the U.S. market, and increased WAN packet revenues. These have all served to put Newbridge on a dynamic growth path in the broadband, next generation market," said Pearse Flynn, Newbridge president and chief operating officer. "Our expected revenue in this quarter is continued proof that Newbridge and its employees have succeeded in our ambitious plans to restructure the Company." Highlights of Q4 activity include: -New Edge Networks, one of the fastest growing U.S.-based CLECs, continues to roll out its national DSL (digital subscriber line) network based on the Newbridge 350 IVSN (Integrated Versatile Services Node) and Newbridge network and service management. -BT Belgium selected the Company's market leading broadband wireless access solution for a nationwide network roll out in Belgium. The technology will allow Belgian corporations and SMEs to by-pass the bandwidth bottleneck of the local loop, granting high speed access to BT Belgium's sophisticated broadband services. -AT&T Canada selected Newbridge to provide network equipment and service management for its nationwide DSL-enabled network. When complete, the network deployment will enable AT&T Canada - the country's largest facilities-based competitive provider of local and long distance, voice, data and Internet communications services - to offer DSL-enabled services to approximately 80 percent of the business access lines in Canada. -Hanaro Telecom Inc. selected Newbridge to supply LMDS (local multipoint distribution system) equipment for Hanaro's first year of broadband services. Hanaro Telecom Inc. is a full-service telecommunications carrier in Korea and a license holder for B-WLL service..... biz.yahoo.com _____________________ Alcatel Announces That First Quarter Earnings Will be Better Than Expected Driven by Strong Growth in Telecom PARIS, April 7-- Alcatel announced that its first quarter earnings would be above current expectations, both for operating profit and net income, driven by strong growth in the Telecom business. Total group revenues are expected to be up by 30% over the corresponding quarter in 1999, with the four Telecom segments' growth at around 40%. Operating profit is expected to be around 100 million euros, compared with a loss of 154 million euros in first quarter 1999. This improvement, coupled with higher capital gains, will result in an EPS significantly over 1.0 euro (ADS $0.20) compared with the current market consensus of 0.5 euro (ADS $0.10). A strong demand for Alcatel's telecom products across the board is the main reason for the improved first quarter earnings outlook. While it is not anticipated that the pace of top line growth in the first quarter will be repeated throughout the year, Alcatel believes today that its 6.5% operating margin target can be exceeded. The revised outlook for EPS includes a capital gain of approximately 450 million euros coming from the sale of financial assets. This amount results from taking advantage of good market conditions during the first quarter to accelerate the disposal program for the year 2000. Alcatel will report first quarter results on May 4. biz.yahoo.com