Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (6688)	3/20/2000 6:21:00 PM
From: Bernard Levy	Respond to of 12823

Hi mike: Re. the ADCT-RBAK deal, recall that ADCT was one of the financial backers of Siara, which was purchased for stock by RBAK. I guess ADCT was counting on Siara for SONET and IP transport solutions for video signals. I don't think that this in any way invalidates the purchase of PAIR, since Avidia is not really targeted at video delivery. Best regards, Bernard Levy

To: MikeM54321 who wrote (6688)	3/21/2000 12:43:00 AM
From: LakesideTrader	Respond to of 12823

Go to RBAK's site and read about their products - totally different than PAIR. RBAK's box works in all formats.

To: MikeM54321 who wrote (6688)	3/21/2000 1:42:00 AM
From: Charles R	Respond to of 12823

MikeM, <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?> At the surface it looks to me like this partnership has more to do with Siara's products than the "original" RBAK stuff. Siara was pickedup by RBAK a few months back for their optical expertise. PAIR doesn't have anything in this space to my knowledge. Also, as you observe RBAK doesn't seem to have made much headway into the cable land. (my knowledge on this is a bit dated - there may be others on this thread who are more uptodate). Looks like a win-win deal to me. Chuck