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Non-Tech : Berkeley Technology Limited (BLKYY) -- Ignore unavailable to you. Want to Upgrade?

To: J. Conley who wrote (228)	3/29/2000 2:40:00 PM
From: J. Conley	Read Replies (1) \| Respond to of 955

More info. on Mayan Maybe information like that posted below is one of the factors which caused Bear Stearns to raise the idea of "allocation arbitrage". That is, buying LDP to get more of the IPO. There are without question many dubious IPO's in today's market; but it is obvious that Bear Stearns, FBR, and others are impressed with the quality of the private pipeline, with its focus on B2B and infrastructure. Obviously related to that, and also a cause for optimism, is that since this is a small-mid cap company, the impact of even one big winner is greater than it would be on a larger company. On SABA, H&Q did a report concerning the field they are in with a synopsis on SABA. I have to dig this information out to post it, but haven't had time. I suppose anyone can look into SABA and NUFO (or any of the others) for themselves and determine what they will mean to LDP. Mayan was also one of few in there field selected to present at the networking conference in April, that I previously mentioned in a post. I like that headline that it was the only company in the "red hot metro access arena" to win an award. This one by all indications looks very good. >>>MAYAN Networks Receives `Investors' Choice' Honors at Technologic Partners' Network Outlook Conference Only Company in the Red Hot Metro Access Arena to Earn Recognition SUNNYVALE, Calif.--(BUSINESS WIRE)--March 27, 2000--MAYAN Networks was one of ten privately financed networking companies selected as ``most likely to succeed' at the Network Outlook 2000 conference hosted by Technologic Partners last week. MAYAN was amongst nearly one hundred companies presenting their business plans to an audience of several hundred leading venture capitalists, money managers, investment bankers and industry executives. ``My key selection criteria included a large addressable market opportunity, proximity to new carrier revenue streams and a product migration path which takes into account the evolutionary nature of carrier networks,' explained Timothy P. Savageaux, eNetwork Infrastructure research analyst at WR Hambrecht + Co. ``MAYAN's product encompasses the functionality of several devices, each currently serving its own multi-billion dollar segment of the optical networking market. Add to that their focus on evolving carriers' existing TDM/SONET infrastructures to support next-generation advanced services, and MAYAN Networks more than met these criteria.' David W. Hanna, chairman of Hanna Capital Management, also thought highly of MAYAN: ``I was most impressed with MAYAN's strong, focused management team that really understands the customer and their market.' Selection for the Investors' Choice award was based on audience votes, as well as recommendations from a panel of leading technology investors and analysts, including Neal Dempsey, general partner at Bay Partners; David W. Hanna, chairman of Hanna Capital Management; Bruce Sachs, general partner at Charles River Ventures; and Timothy P. Savageaux, eNetwork Infrastructure research analyst at WR Hambrecht + Co. Of the many companies representing the red-hot metro access arena, MAYAN was the only one to receive the Investors' Choice award. ``There is a lot of activity in the optical networking market right now,' said Dan Gatti, president and CEO of MAYAN Networks. ``With the amount of new startups entering the space, the real litmus test of success will go well beyond the product and funding. The most successful companies will be those who can build momentum and infrastructure the fastest. Being chosen by this esteemed group as one of the ten startups most likely to succeed is a reflection of the fact that not only does MAYAN have a superior product, but is building company value along every step of the way.' About MAYAN Networks MAYAN Networks was founded in 1998 to simplify the delivery of services, and to reduce cost and complexity at the edge of the optical network. MAYAN's Unifier, a next generation metro access platform, brings intelligence and core bandwidth to the network edge by combining the latest advances in SONET/SDH transport and multi-service access technologies. It optimizes SONET/SDH for data and voice transport, and it aggregates, routes, and switches TDM, Frame, IP and ATM traffic from DS0 thru OC48 across Layers 1-4 of the network. MAYAN's target customers are Network Service Providers (NSPs), including Competitive Local Exchange Carriers (CLECs), Incumbent Local Exchange Carriers (ILECs), Inter-Exchange Carriers (IXCs), Internet Service Providers (ISPs), and Independent Telephone Operating Companies (ITOCs). <<<