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To: StockDon who wrote (1039)10/5/2000 10:06:44 AM
From: elmatador  Respond to of 2404
 
There is not much ADSL sauce in this plate:

According to Tom Nole:

nwfusion.com

"SBC Communications recently announced that it will be investing $6 billion to enhance the delivery of broadband services throughout its service region. This move was widely reported as SBC spending $6 billion on digital subscriber line (DSL) or Internet access. In truth, that's not what was announced at all, and what's really going to happen may have more impact on businesses than on residential Internet users.

This 1 billion contract is in fact:
The modernization SBC proposes involves spending $1.5 billion on improved trunking facilities, the connections between switching sites. The goal is to improve the handling of packet services, particularly those based on IP.

Lets wait for:
The remaining $4.5 billion will be spent on what service providers call "outside plant," the gear from your phone connection block inward to the carrier's serving office. This outside plant will be optimized through the introduction of new devices that SBC calls "neighborhood gateways."
RHK back-of-the-envelope estimate makes clear that broadband DLC is where the money is:
The equipment cost of 25,000 broadband DLC boxes is in the range of $1.0 billion to $1.2 billion. Labor costs, which are likely to be capitalized, add another $600 million to $800 million.
The equipment cost of deploying DSLAMs in 900 additional central offices, assuming a 50% fill rate and two 96-port shelves per office, is in the range of $25 million.
One rule of thumb for the cost of installing fiber cable is $10 per meter. At 12,000 miles, this works out to roughly $200 million. The fiber cable can add $200 million to $300 million more.
The ATM infrastructure for an additional 900 DSL-equipped central offices is around $70 million to$90 million.



To: StockDon who wrote (1039)10/5/2000 12:12:07 PM
From: Scrapps  Respond to of 2404
 
StockDon, that leaves us a question as to how this may effect Covad's participation. Since unlike NPNT COVD is still independent...it most likely will be installing DSL lines with it's own funds.



To: StockDon who wrote (1039)10/5/2000 12:30:30 PM
From: Scrapps  Read Replies (1) | Respond to of 2404
 
NEC and ADI Team Together to Deliver Robust Residential & SOHO Communication Solutions
DALLAS, Oct. 5 /PRNewswire/ -- NEC America, Inc. (NEC) today announced an agreement with ADI for distribution of NEC's InfoSet(TM) 408 key telephone system.

Under the agreement, ADI, America's largest wholesale distributor of low voltage and security products, will sell the NEC InfoSet 408 system to the North American marketplace. The InfoSet 408 system provides numerous affordable solutions for today's modern residential environment. For example, parents and children can make multiple simultaneous connections to the phone and Internet. It will also provide high speed DSL internet connectivity with full firewall protection. In addition, the InfoSet 408 system delivers a feature rich business telephone system and communication server for the growing number of telecommuters and small business operations.

``This relationship will provide residential and small business consumers accessibility to a robust communication system,'' stated Don Stough, Director of Channel Distribution, NEC America, Inc., Corporate Networks Group. ``With ADI capturing a majority of the structured wiring market in the U.S., this represents a valuable strategic partnership for NEC. Joining forces with a market leader like ADI gives us a tremendous opportunity to deliver an advanced, but affordable, solution into many residential homes and small businesses.''

NEC's relationship with ADI represents the first opportunity for NEC to partner with a wholesale security products distributor. It marks an ongoing effort to expand sales through new and varied distribution channels.

``As part of ADI's ongoing initiative to provide the low voltage installer with comprehensive, user friendly solutions, the InfoSet 408 system was an excellent fit,'' stated Marc Mandelbaum, ADI Product Manager for Sound & Communication Products. ``It is a robust, yet straightforward solution that allows homeowners and small business owners to design a relatively sophisticated communications system. NEC will increase ADI's value proposition, especially in new home construction where a customer may want to leverage the installation of other ADI products with the installation of a NEC InfoSet 408 system.''

``It was important to partner with a communications manufacturer that has its pulse on the needs of our mutual customer base and responds with the development of new products that meet those needs. NEC is successful on both fronts with its InfoSet 408 system,'' continued Mr. Mandelbaum. ``By partnering with NEC, we can provide our customers with an innovative communications product from a premier telephony manufacturer.''

The two companies will also engage in joint activities to mutually support the relationship. This includes the ADI Expo program, which brings together ADI customers, sales associates and product partners in a forum that provides product training, seminars and practical product demonstrations.

Key Features of the InfoSet 408 System
Multiple Simultaneous Connections to Phone and Internet
High Speed Internet Access via ADSL or Broadband modem such as Cable
or SDSL

Professional Voicemail with Auto Attendant
Integrated LAN 10/100 Base T, Router with Firewall Protection
Home Networking (HPNA 2.0) -- Manage PCs, Printers and other equipment through one device
Feature-rich Telephone System -- Caller ID, Toll Restriction, Distinctive Ringing to differentiate recipient of incoming calls, Background Music, All Call Page and more
Door Phone -- Answer & Open Door with Telephone
SMDR -- Preemptively Track Long Distance Charges
FCC certified for residential and small business use
Editor's Note: For additional information on NEC America, Inc. Corporate Networks Group and its products, please consult the World Wide Web at www.cng.nec.com or call (800) TEAM-NEC.

About NEC America, Inc.,

NEC America, Inc., an affiliate of NEC Corporation (Nasdaq: NIPNY - news), develops, manufactures and markets a complete line of advanced communications products and software for public and private networks, including digital key telephone and PBX systems; ATM switching systems; cellular telephones; pagers; facsimile equipment; videoconferencing equipment; fiber optic transmission systems; data communications products; digital microwave radio; satellite communications and network management systems. NEC Corporation and its affiliates worldwide are a $48 billion global leader whose 154,000 employees are dedicated to providing leading-edge computer, communications and semiconductor products and services.

About ADI

ADI is North America's largest security and low voltage wholesale distributor with over 120 locations in the U.S., Canada, Puerto Rico, and Mexico. ADI offers more products, more systems specialists, more training, and more technical support in the areas of Sound & Communications, Structured Cabling, CCTV, Access Control, Fire, and Burglar. We have the largest available inventory along with the most knowledgeable sales staff in the industry. We also offer exclusive value-added services such as quarterly catalogs and specialty books; Kwikpick, our guaranteed 15-minute pick-up; pick-up anytime, which is like a 24-hour branch; ADI expos; credit leasing programs; our new e-Commerce offering and more.

You can learn more about ADI on the web at www.adilink.com. If you have any questions/suggestions, please e-mail us at INFO@ADI-DIST.COM.

InfoSet is a trademark of NEC America.

SOURCE: NEC America, Inc.