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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 (6806)	4/11/2000 11:56:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: MSO Stats- Charter Still Going Strong Thread- Number four MSO in the nation, Charter Communications(sym: CHTR) still going strong with it's spending. I still feel as long as two of the wealthiest people in the world, Bill Gates and Paul Allen, have so much faith in the cable plant, the MSO equipment companies should continue to do well. BTW, it's ISP affiliate,High Speed Access(sym:HSCA) is down in the dumps along with AT&T's ISP affiliate Excite@Home(sym:ATHM). I don't quite understand why because seems to me, these two have somewhat of a lock on a LOT of potential customers. Now that AOL has killed the, "Open/Forced Access," issue it has died a quick death. Seems to me these two ISPs have a chance of rapid growth. -MikeM(From Florida) *********************** Charter Communications Completes Acquisition of Bresnan Communications Properties** Twelve AcquisitionsAnnounced in 1999 Completed, Charter to Continue Growth in 2000 ST. LOUIS Feb. 14, 2000--Charter Communications, Inc. announced today that it has completed the previously announced $3.1 billion acquisition of Bresnan Communications Company Limited Partnership. The acquisition will add approximately 690,000 cable customers to Charter, solidifying its position as the fourth-largest cable operator in the United States serving 6.2 million customers. The Bresnan acquisition formed a super cluster in Wisconsin, Michigan and Minnesota serving approximately 1.3 million customers. With the completion of the Bresnan acquisition, Charter will have concluded the last of the twelve acquisitions announced in 1999. Jerald L. Kent, Charter's President and CEO, said, "We have completed 12 acquisitions in the past year without sacrificing our operational strength. The Bresnan systems bring not only good markets and excellent facilities, but a quality management team that will enhance this very important cluster and allow us to maintain our high operating standards. We are adding an experienced management team that has recently upgraded the broadband systems and are currently delivering the next generation of services - digital video and Internet services - to customers. That gives us the ability to hit the ground running and continue to deploy new services at an accelerated pace." Kent added, "My hat is off to Bill Bresnan, one of the truly great cable entrepreneurs who made the industry what it is today. He is a man whose word is golden. I appreciate the grace with which he turned over the keys, and I look forward to his continued involvement as a shareholder of Charter."

To: MikeM54321 who wrote (6806)	4/11/2000 12:10:00 PM
From: P2V	Respond to of 12823

Microsoft at the NAB 2000 Convention .. Message 13394356

To: MikeM54321 who wrote (6806)	4/11/2000 1:02:00 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Re: European/Latin America MSO- United Pan-Europe(UPC) Stats Thread- Here's a recent update on another MSFT cableco investment. It's from a PR out UPCOY. I was very surprised to see the number of local telephony lines they have deployed. I am assuming it must be cable telephony. I believe it's either a ADCT Homeworx platform or a TLAB Cablespan platform. My guess is Cablespan because they seem pretty excited about rollouts but haven't named their customer. I need to look into it further to be sure. -MikeM(From Florida) ***************** March 23, 2000-- Headquartered in Amsterdam, UPC is one of the most innovative broadband communications companies in Europe and owns and operates the largest pan-European group of broadband communication networks. UPC provides cable television, telephony, high-speed Internet access and programming services in thirteen countries across Europe and in Israel. As of January 31, 2000, on an aggregate basis, UPC's systems passed approximately 10.5 million homes with more than 6.8 million basic cable subscribers. In addition, UPC systems had 226,700 residential telephony lines and 19,500 business telephony lines as well as 130,100 residential Internet subscribers and 3,817 business Internet subscribers. UPC is a consolidated subsidiary of Denver based UnitedGlobalCom Inc.(UCOMA) and Microsoft has an interest of approximately 7.0% in UPC**. UPC shares are traded on the Amsterdam Stock Exchange and Nasdaq(UPCOY).

To: MikeM54321 who wrote (6806)	4/14/2000 11:01:00 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: Microsoft and AT&T- Cable Powerhouse in Japan? Thread- Interesting news today from the WSJ. Apparently a major investment by MSFT in Titus (http://www.siliconinvestor.com/readmsg.aspx?msgid=13395952) is going to merge with a major investment by AT&T in Jupiter. Combine the two, and imagine how much access to capital these two have to compete with the biggest monopoly of all, Nippon Telephone and Telegraph(NTT)! Sounds like a godzilla like spending battle may be happening soon in Japan. I can't recall precisely who the equipment providers are going to be. I'm pretty certain Harmonic(sym:HLIT) plays a role already. Something to do with Sumitomo. But I can't recall exactly what. If this merger happens, and the Japanese government doesn't do anything stupid, this should be very good for the Japanese consumer and infrastructure equipment companies. -MikeM(From Florida) ********************** Japan's 2 Largest Cable Firms Discuss Merger, In Possible Boon To Microsoft** April 14, 2000 TOKYO -- Japan's two largest cable companies have entered merger talks that if completed would advance a recent push by Microsoft Corp. into high-speed data networks in Japan. Shareholders of Japan's largest cable operator, Jupiter Telecommunications Co., and Titus Communications Corp. are close to a final merger agreement, a person familiar with the negotiations told Friday's Wall Street Journal. Jupiter is owned by AT&T Corp. and Japanese trading company Sumitomo Corp., which confirmed that merger talks are under way. Sumitomo and AT&T Corp unit Liberty Media Corp. -- Jupiter's two shareholders -- and Microsoft Corp, Itochu Corp. and Toshiba Corp. -- Titus's three shareholders -- are participating in the talks, a Sumitomo spokesman said. Friday's Nihon Keizai Shimbun reported that Jupiter and Titus, Japan's second-largest cable-television operator, will merge in July and that the merged unit will have capital of 75 billion yen ($707 million). The newspaper said Sumitomo and Liberty will be the top shareholders, taking equal stakes. The Jupiter-Titus merger, if completed, would boost Microsoft's recent investments into so-called broadband networks in Japan. The merged unit would combine 28 cable TV stations serving 660,000 subscribers, the newspaper said. Utilizing high-speed, large-volume networks linked to households, it would offer broadcasting, Internet and telephone services on a nationwide scale. Earlier this week, Microsoft bought a 60% stake in Titus, a company in which Toshiba Corp. and Itochu Corp. each hold 20%. Microsoft has made several other broadband investments in the U.S. and overseas, including a $5 billion investment in AT&T last year. Microsoft, which had $17.8 billion in cash as of Dec. 31, has been accused by rivals of unfairly using profits it earned from business practices recently deemed anticompetitive and illegal by a federal judge. In addition to its Titus stake, Microsoft last year teamed with Softbank Corp. and an electric company to bring high-speed wireless access to Japanese homes. Microsoft and Softbank are also partners in a joint venture with Global Crossing Ltd. to lay undersea optical fiber cable throughout Asia. The move by Jupiter and Titus is part of a trend in which cable-TV operators are considering tying up or merging to gain financial strength. Microsoft bought a 60% stake in Titus from U.S. cable-TV company MediaOne Group Inc. Englewood, Colo.-based MediaOne (UMG) is being acquired by AT&T Corp. and shedding international assets.