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To: Scrapps who wrote (8993)5/21/2000 9:14:00 AM
From: TechMkt  Read Replies (1) | Respond to of 9236
 
Portions of an article from TheStreet.com:

Fez
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Markets : The Coming Week in Asia

The Coming Week in Asia: NTT Gets Global
5/21/00 4:30 AM ET

TOKYO -- Nippon Telegraph & Telephone (NTT:NYSE ADR - news - boards), Japan's largest telecom operator, is the kind of company U.S. trade authorities hate to bump heads with.

NTT, which is still 53% owned by the Japanese government, has refused to cut the rates it charges other carriers to use its lines, essentially ensuring continued monopoly status. Meanwhile, deregulation abroad allows it to expand its global reach. Lately, it has been stepping over borders to expand its telecom business into Asia, the U.S. and Europe. And while that's the kind of thing that sticks in U.S. Trade Representative Charlene Barshefsky's craw, it's also one of the reasons many foreign funds have big NTT stakes.

...Meanwhile, DoCoMo is expanding its mobile empire. Earlier this month, it bought a 15% stake in Dutch mobile phone operator KPN Mobile. This purchase made a mobile phone web among Korea's SK Telecom (SKM:NYSE ADR - news - boards), Sonera (SNRA:Nasdaq ADR - news - boards) of Finland, Hong Kong's Hutchison Telecommunications, a unit of Hutchison Whampoa (HUWHY:Nasdaq ADR - news - boards), and VoiceStream Wireless (VSTR:Nasdaq - news - boards) of the U.S. Besides launching third-generation phones using the W-CDMA technology, this alliance will allow DoCoMo to launch a bid for the U.K.'s Orange, experts say.

..."As far as the market is concerned, it's good to see NTT finally in the mergers and acquisitions scene, which it has been quite absent from," says Kate Lye, analyst at Warburg Dillon Read. Lye's 12-month target for NTT is 2.61 million yen (the stock currently trades around 1.3 million) and she has a buy recommendation on the stock. (WDR currently does not have any brokering ties with NTT, but was one of the global coordinators for the sale of NTT shares last year.)



To: Scrapps who wrote (8993)5/22/2000 9:34:00 AM
From: Perry P.  Read Replies (1) | Respond to of 9236
 
I thought this was interesting. Alcatel using a competitors technology in there equipment. You would think that Alcatel is big enough to design VoATM into their own equipment or to just buy a small company that has it.

Alcatel Adopts Centillium?s Entropia? Chipset To Integrate Voatm Into The Litespan Product Family
Monday, May 22, 2000


Centillium Communications, Inc. announced its entry into the Voice-over-Packet market with a new chipset solution for compressing and processing high-capacity voice services over packet-based networks, initially starting with voice-over-ATM (VoATM). Alcatel (NYSE:ALA) selected Centillium?s Entropia solution for a new integrated voice gateway in Alcatel?s Litespan family of multiservice access platforms. The Entropia-based service card will allow network service providers to merge voice and data traffic onto one network and offer new services to customers.

?Entropia supports higher density than others in the industry and gives us the versatility we need to offer integrated voice and data to our customers,? said Hamid Lalani, Vice President of Marketing for Alcatel's Wireline Access Division.

Centillium?s Entropia chipset is a complete system solution that includes a communications digital signal processor (DSP), software for voice processing including compression, echo cancellation, ATM adaptation layer processing, and host API software. The Entropia chipset replaces the current practice of using general-purpose DSPs (capable of processing only 12 channels of voice) with a high-capacity system-on-a-chip solution that increases the voice processing by a factor of 20.

About Alcatel Alcatel builds next generation networks, delivering integrated end-to-end voice and data communications solutions to established and new carriers, as well as enterprises and consumers worldwide. With 120,000 employees and sales of EURO 23 billion in 1999, Alcatel operates in more than 130 countries.

Alcatel?s Litespan product family supports all the telecommunications and online services required today and tomorrow ? voice, data, Internet, and transport. Litespan is versatile enough to offer all stages of services provisioning. It supports both the traditional Narrowband and the upcoming IP services, to provide network usage efficiency while paving the way for tomorrow?s IP networks. For more information, visit Alcatel on the Internet at www.alcatel.com.

About Centillium Communications Centillium Communications, Inc. is combining technical innovation and customer commitment to make communications a mass-market reality. Centillium consistently delivers value to its customers by providing broadband networking systems for applications across all market segments. Centillium Communications, Inc. is located at 47211 Lakeview Blvd., Fremont, CA 94538. Additional information is available at www.centillium.com.



Perry P.