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 (8771)	10/5/2000 11:34:29 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Thread- Another interesting PR out of Lucent. Interesting because Dreamline is the cause of Paradyne's(sym:PDYN) recent major implosion. Paradyne blamed their problems on cutbacks by their vendors. This seems to be a familiar pattern with equipment makers who are forced to warn-- Blame it on an industry wide slowdown. In this case, it appears they may be incorrect and it's simply a matter of Dreamline re-distributing their cap ex spending to another part of the network. In this case, apparently the backbone. Nonetheless, when PDYN warned, it hit a lot of DSL equipment companies with it. On a similar note, I was impressed that Harmonic(sym:HLIT) didn't blame last night's implosion news on an industry wide slowdown. I have not heard this directly from their CC, but from reading some comments posted on the web. I have to listen to the replay to see if this is the case. As some may recall, when HLIT first warned about four months ago, they blamed it on ATT spending reductions. So this took down a lot of ATT vendors. And this turned out to be incorrect. So maybe HLIT got so much flack from their competitors and investors, that this time they are playing it straight and not blaming their problems on an industry wide slowdown. -MikeM(From Florida) *************************** Lucent Technologies to supply optical networking systems for Dreamline's broadband Internet service FOR RELEASE MONDAY OCTOBER 02, 2000 SEOUL, KOREA --- Lucent Technologies (NYSE: LU) today announced it won a contract with Dreamline -- one of the leading broadband Internet service providers in Korea - to help build an advanced, high-speed optical Internet network for its customers. Dreamline will use Lucent's dense wave division multiplexing (DWDM) system that expands network capacity by simultaneously transmitting multiple wavelengths of light across a single fiber strand. Lucent's WaveStar™ OLS 400G has a maximum capacity of 400 gigabits per second (Gb/s), and will enable Dreamline's network to transmit approximately 80 million, one-page e-mails per second. "Our customers' demand for high-speed Internet is dramatically increasing, and deploying DWDM technology is the only way to offer them the reliable, high-bandwidth service they need," said Mr. Kim, II Hwan, president of Dreamline. "Lucent's DWDM systems will help us provide best-in class broadband services for our customers." Enhanced nationwide high-speed Internet service for Dreamline's subscribers will be available in late December, 2000.

To: MikeM54321 who wrote (8771)	10/5/2000 11:48:51 AM
From: elmatador	Read Replies (2) \| Respond to of 12823

Re: SBC Project Pronto - Lucent $1 Billion Contract 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 other shoe to drop: 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.