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To: MikeM54321 who wrote (6810)	4/11/2000 5:23:00 PM
From: MikeM54321	Respond to of 12823

Re: Tellab(TLAB) and UPC(UPCOY) Cablespan Connection Thread- While reviewing my TLAB notes, I did come across a more solid connection between TLAB and UPC. Apparently in the 99Q3 CC, it was specifically mentioned. --Cablespan has five large customers. UPC/Europe* and MediaOne are two largest. Plus RCN.* Message 11688662 -MikeM(From Florida)

To: MikeM54321 who wrote (6810)	4/19/2000 4:00:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: Fixed Broadband Wireless in Europe- United Pan-European Thread- Apparently United Pan-European(sym:UPCOY), sometimes referred to as UPC, is a rapidly rising European SP with a pervasive fiber backbone. I thought it was strictly a cableco(MSO) player. Apparently they are also going to be using fixed wireless broadband as a Last Mile solution too. If you click on this link at: upccorp.com ...then click on Our markets in the left hand column, you'll see they have quite a presence in Europe and plan to connect to customers via both coaxial and wireless. I'm beginning to wonder if UPC may be a Newbridge broadband wireless customer. NN has stated they are very excited about LMDS rollouts in Europe. Does anyone know if the frequency licenses won, correlate to LMDS? -MikeM(From Florida) ********************** Priority Wireless Adds 4th European Territory With Award Of Broadband Wireless Licence In Finland Amsterdam, The Netherlands, 13 April 2000 - United Pan-Europe Communications(UPC) today announced that its wireless communications subsidiary, Priority Wireless, has secured another Broadband Fixed Wireless Access licence, this time in Finland. This brings to four the number of European countries in which Priority Wireless has won wireless licences, three of which have been awarded in the past month. The Finnish licence is a 26 GHz Broadband Fixed Wireless Access licence which covers the nine most populous regions in Finland, including the capital Helsinki. The licence was granted by Finland's regulatory authority, the Telecommunications Administration Centre, following a rigorous process which recognised Priority Wireless's expertise in the development and operation of wireless distribution networks in Europe. Commenting on the licence award, Jeff Ross, Managing Director of Priority Wireless, said: "This license is another part of our pan-European broadband wireless strategy, it's great news. Finland combined with Norway helps create a Nordic community of interest. The Finland licence adds almost two million in population coverage, bringing our license footprint to over 50 million potential users. The license conditions require a small portion of the network to be implemented by May 2001. We have already begun implementation plans and expect to start rolling out the network later this year." Mark Schneider, UPC's Chairman and Chief Executive Officer said: "Priority Wireless" work in Finland adds another country to the UPC footprint. We hope to begin offering our high speed Internet and telephone services soon. Broadband Wireless distribution is an important part of UPC's growth strategy." _______________________ UPC And Priority Wireless Win National Broadband Fixed Wireless Access Licences in Spain and Switzerland Amsterdam, The Netherlands, 13 March 2000 - United Pan-Europe Communications (UPC) today announced that its wireless communications division, Priority Wireless, has won two national licences to build and operate Broadband Fixed Wireless Access networks in the 3.5 GHz band. The licences have been awarded in Spain and in Switzerland. The Spanish licence was awarded by the Ministry of Public Works and Telecommunications in a competitive tender. Priority Wireless won the Swiss licence by competing in a public auction which was conducted over the Internet on March 8th, the first time ever that a wireless licence has been sold by such a process. The benchmark auction was conducted by Ofcom, the Swiss regulator for telecommunications services. Commenting on the successful licence bids, Jeff Ross, Managing Director of Priority Wireless, said: "We are very happy to have secured these licences which will allow us to open up local telecommunications competition in Spain and Switzerland. We view Spain and Switzerland as strategic markets and wireless local loop as an excellent alternative broadband platform for the delivery of UPC's telephony and Internet products. The real winners are telephone and Internet users in Switzerland and Spain. They will benefit from having real competition in the market and new and innovative Broadband services." Mark Schneider, UPC's Chairman and Chief Executive officer said: "Spain and Switzerland are both very important territories for UPC. We already have a programming joint venture with Disney and operate an IP network in Spain while in Switzerland we have a stake in cable broadcast channel TV free trough our shareholding in SBS. We are delighted to be furthering are presents in both countries in to which we will now introduce are Chello high speed internet and priority telecom services as quickly as possible. Broadband Wireless technology is a key element of our pan-European strategy**." Fixed Wireless Access technology, also called Wireless Local Loop, will allow UPC to quickly deploy a national telecommunications network to serve both residential and business customers. UPC plans to have parts of both networks operational before year-end. In Spain, UPC was part of a consortium called Alo 2000, which included RSL Com Spain, Dragados and Hidrocantabrico. UPC and Priority Wireless are currently participating in broadband wireless local loop concessions in several countries and intend to pursue future opportunities across Europe.

To: MikeM54321 who wrote (6810)	6/26/2000 8:38:00 AM
From: MikeM54321	Respond to of 12823

Re: European MSO Mega Deals- T/LMG --> UCOMP --> TWSTY Thread- A big announcement about ATT indirectly holding interest in UnitedGlobalCom via it's Liberty Media holding. Which in turn, somehow spurred UnitedGlobalCom to take an interest in Telewest. Lot's of money exchanging hands. This post is linked my upstream post about United Pan-European going on a buying binge (in Europe). Wish I had more stats about number of subs all these MSO have. But seems like in Europe the SPs own both telephone subs and cable subs. Makes it kind of hard to figure out the dominate MSO players. -MikeM(From Florida) **************************** Liberty Media Group, a cable television programming unit of AT&T will become the largest shareholder of UnitedGlobalCom, a European telephone and cable television company, in a $3.3 billion deal that will give UnitedGlobalCom most of Liberty's international distribution and programming operations. As result of the deal UnitedGlobalCom's United Pan-Europe Communications unit agreed Monday to acquire a 25 percent holding in another European cable operator, Telewest Communications, for about $3.5 billion.

To: MikeM54321 who wrote (6810)	8/6/2000 11:17:59 AM
From: MikeM54321	Read Replies (3) \| Respond to of 12823

Re: European MSO - Callahan and Telewest Thread- Some more news out of Europe. Again, I post both Asian, Latin America, and European stats and info because the ROW(rest of world) is much larger than the USA market(number of subs) and it would follow, as the USA goes, so goes the ROW. I don't think Callahan, Gates, etc., would be investing so much in the ROW plants if there wasn't going to be lot's of upgrades to them and additional revenue streams. IMO lot's of money yet to be spent upgrading to HFC and digital TV, maybe even cable telephony? I never read much on any countries outside of the USA regarding cable telephony. Not quite sure why. I'm assuming most of it may be a one-way plant. But it's only a guess. -MikeM(From Florida) PS If you follow the linked urls to this post, you'll see quite a few deals being put together in Europe. ________________________ *Callahan Offers to Buy Telewest Communications, Telegraph Says* 8/5/00 London, Aug. 5-- Callahan Associates Intl. LLC, a private equity firm that operates communications businesses through joint ventures, offered to buy Telewest Communications Plc, a transaction which could be valued at as much as 6 billion pounds ($9 billion), the Sunday Telegraph reported, citing unidentified London-based analysts. A purchase of Telewest, the U.K.'s No. 2 cable company, would be in line with Callahan's European expansion plans, analysts said. While Callahan could face competition from a rival bid by NTL Inc., the U.K.'s biggest cable television company, it will also have to woo Telewest's largest shareholders, Microsoft Corp. and AT&T Corp.'s Liberty Media Group, the paper said.