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 (7749)	7/26/2000 10:19:11 AM
From: Mark Oliver	Respond to of 12823

Mike and thread, I see Harmonic trading back into the $27 range. While it could go lower, I wonder if this isn't actually a pretty good deal? They have some problems with Divicom, which I confess I don't understand. They seem to claim that it's a combination of an upgrade cycle from their end customers reducing demand, but also a problem of sales as they go through transition meaning people are leaving and the sales focus was lost as the company was put up for sale. They say T has cut their purchases, but that this will be a question of digesting purchases and building our central functions like VoIP which contributes to the show of better sales to T by ANTC. They claim to be getting ready for a new upgrade bringing more intelligence out to the node which will boost speed and quality. They look like they've got some good deals going into other systems and they are selling overseas. Seem to be very pleased with an Australian sale to Austar, which being here in Australia makes some interest to me. Rumor has it that Austar is about to roll out FWB internet service at a slow speed of 128k, but actually a great improvement to what we have now with dial up. Sure the cities are getting the same high speed services seen in US, but the outer regions will be very pleased to get 128k. This service will be bundled into TV offerings making it cost about about $18 a month. Anyway, has HLIT really hit the skids, or will we see a little patience be rewarded with purchases in the 20's? I watch companies like MRVC which and wonder why I didn't buy them for $5 when they were beaten down. Regards, Mark PS Bought some ADAP yesterday. I'm very pleased with Netro, and thought I'd spread a little more into this company.

To: MikeM54321 who wrote (7749)	8/10/2000 5:41:39 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: Brain/Brawn or Digital TV - IFCI MOU with NXTV Thread- I wasn't quite sure how to categorize this PR out of International Fibercom(sym:IFCI). You see it's one of the engineering/construction companies I follow and it's tied directly into the twisted pair offering of digital TV, or VDSL. What I found most interesting was IFCI's statement about seeing results of Qwest's recent trials of TV over copper. This would most likely mean the old USWest trials. And I thought that project was halted. I'll look it up here on the LMT....well no. I guess it was just a rumor they were going to eliminate VDSL/TV trials. lml posted the story upstream. Here is the pertinent part of the story verbatim- "Qwest reportedly is looking at the Arizona VDSL service as one of the first to eliminate in a combined company." So IMO, this little bit of news out of IFCI may be significant for VDSL-TV delivery model. -MikeM(From Florida) ___________________________ Next Level Extends Their Product Offering by Teaming With IFCI International FiberCom Teams With Next Level to Deliver End-To-End VDSL Broadband Services PHOENIX--Aug. 9, 2000--International FiberCom Inc., one of the world's premier providers of broadband planning and design services, Wednesday announced that it is partnering with Rohnert Park, CA-based Next Level Communications Inc., a leader in ATM/IP optical interactive DSL broadband systems, to offer turnkey network development services to customers of both companies. The agreement is effective immediately. Under the agreement, International FiberCom will provide the broadband engineering and installation services necessary to connect Next Level's access equipment, which enables deployment of video, high-speed Internet data and telephony services over copper twisted pair to communications service providers. The companies believe that the availability of turnkey solutions will broaden the overall market universe for VDSL throughout North America and internationally. "We have been very impressed with Next Level's state-of-the-art VDSL technology, which we have observed first-hand on several joint projects, including a recent project for Qwest," said International FiberCom Chairman and CEO Joseph Kealy. ``Our broadband engineering group is one of the largest in the world, and our installation expertise combined with Next Level's unique VDSL platform creates an excellent end-to-end broadband delivery solution using twisted pair. We are proud to be part of the team bringing this exciting technology to the telecommunications industry.'' ``Next Level views this relationship as another major step in making it easier for our customers to provide the full spectrum of broadband services to their subscribers,'' said Pat Pachynski, senior vice president of marketing for Next Level Communications. ``We believe that International FiberCom's expertise and experience in engineering and installing Next Level's system will provide both economic and speed-to-market benefits to our customers.''