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Technology Stocks : Arris International PLC (ARRS) -- Ignore unavailable to you. Want to Upgrade?

To: Cosmo Daisey who wrote (32)	5/5/2003 5:00:44 PM
From: tech101	Respond to of 661

Why Verizon Cut DSL Rates lightreading.com A dramatic DSL price cut by Verizon Communications Inc. (NYSE: VZ - message board) has industry tongues wagging, and it's focused attention on the importance of so-called bundled services to the future of telecom. Verizon won't officially confirm a rate change, but its Website clearly states a new offer of $34.95 per month for DSL as part of the RBOC's high-speed Internet access package with Microsoft Corp. (Nasdaq: MSFT - message board). That price is down from the previous price of $49.95 per month. What's more, further discounts are likely for customers opting to bundle long distance and local service with DSL. Analysts say the cut is significant on two counts. First, it's an aggressive bid by Verizon to keep customers from the temptation of cable modem Internet service. Second, it highlights the role of bundled services in carrier strategies. "It takes some fear to have a reduction like this," says Judy Reed Smith, founder and CEO of Atlantic-ACM, a telecom research and consulting firm. "Verizon saw the numbers coming from cable modems." Research underscores this point. Over the past four years, the number of cable modem subscribers has outnumbered DSL ones by a significant margin, according to New Paradigm Resources Group Inc. (see Report: Cable Still Beats DSL ). What's more, by tacking cheap Internet access onto cable TV in bargain packages, MSOs are not just selling higher volumes, they are cultivating a sizeable installed base from which to build so-called "triple play" services that include voice, data, and video bundled together. This has been a pain to Verizon and other incumbents, which haven't been happy with their returns on DSL and hate losing customers to an alternative technology. "This [DSL price cut] is really an attempt by Verizon to lower churn," says Rick Black, senior telecom analyst at investment bank Blaylock & Partners LP. Losing 2 percent of customers annually to other providers may not seem like much, but it can have a debilitating impact on relatively small DSL volumes, he says.

To: Cosmo Daisey who wrote (32)	5/22/2003 12:02:53 PM
From: tech101	Read Replies (1) \| Respond to of 661

9:46AM Arris Group gaining share in modem segment - HC Wainwright (ARRS) 4.20 +0.04: HC Wainwright maintains their Outperform rating and $7 price target on ARRS; recent mkt research studies suggest that the co is gaining mkt share in the cable modem termination system segment, and now appears to be the second largest supplier after CSCO; in addition, at less than 10x their 2004 est of $0.43, firm believes that the shares offer good value at current levels.

To: Cosmo Daisey who wrote (32)	7/22/2003 5:46:07 PM
From: tech101	Read Replies (1) \| Respond to of 661

ARRIS Announces Com 21 Purchase Agreement Press Release Source: ARRIS Tuesday July 22, 4:05 pm ET DULUTH, Ga., July 22 /PRNewswire-FirstCall/ -- ARRIS (Nasdaq: ARRS - News), a global telecommunications technology leader, today announced that it had entered into a definitive agreement for the acquisition of certain cable modem termination systems (CMTS) related assets of COM 21, including the stock of its Irish subsidiary, for a purchase price of approximately $2,800,000, subject to the approval of the US Bankruptcy courts and certain other closing conditions. The transaction will transfer ownership of a DOCSIS 2.0 based Layer 3 capable CMTS specifically suited for smaller markets to the ARRIS portfolio of next generation high speed data products. The new C3 product along with ARRIS's market leading Cadant C4 CMTS provides ARRIS customers with complete market coverage from very large concentrated urban markets to small and mediums size markets. "This is the culmination of our previously announced OEM agreement with COM 21," said Bob Stanzione, ARRIS Chairman, President & CEO. "The transaction enables us to own and integrate the intellectual property and talent behind our new C3 CMTS. The C3 is a feature rich rack mounted CMTS which will allow us to reach smaller scale systems domestically and internationally. We expect the transaction to be slightly dilutive to earnings per share in the second half of this year and accretive in 2004. The transaction is an exciting one for us and we are pleased to welcome approximately 45 new employees to the ARRIS family. I am confident they will help keep us on the leading edge of internet protocol technology," concluded Stanzione. ARRIS provides broadband local access networks with innovative next generation high-speed data and telephony systems for the delivery of voice, video and data to the home and business. ARRIS complete solutions enhance the reliability and value of converged services from the network to the subscriber. Headquartered in Duluth, Georgia, USA, ARRIS has design, engineering, distribution, service and sales office locations throughout the world. Information about ARRIS' products and services is found at www.arrisi.com .