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Non-Tech : Amati investors -- Ignore unavailable to you. Want to Upgrade?


To: Mad Bomber who wrote (27868)10/26/1997 11:15:00 PM
From: pat mudge  Respond to of 31386
 
[Newbridge Networks]

<<<I presume you must be talking about all the installations of Xpress by NN and Siemens?>>>

Exactly.

We've had a couple boring weeks with Amati/Westell while waiting for the legal cogs and wheels to turn and the Street to decide if they like the merger. While Hong Kong held its financial breath until it turned blue, and Bell Canada did its "How long can I keep you guessing?" routine with its ADSL contracts, and GTE did its "Now you see it, now you don't" routine with its November analyst meeting, I've been doing some thinking.

Dangerous, I know.

Okay, my thinking goes like this: The Canadians clearly want DMT --- BCTEL chose Amati for ADSL and Newbridge Networks for ATM backbone and Bell Canada apparently has chosen Alcatel --- so, why didn't they choose Amati and/or NN? Amati's too small? Amati wasn't involved in their trials? Amati has too much on its plate with BCTEL and ostensibly GTE? Okay, fair enough. But, why not NN? They're large enough and besides that, they're Canadian.

Could it be NN doesn't have a complete solution the way Alcatel does? And if so, why not?

If you study the NN/Siemens MainStreetXpress press releases, it's hard to imagine they're not going to fight for some of BC's business.

The following articles are in no particular order, nor have I culled out the key segments, primarily because I'm not sure how they all fit together and even if I did, I'd be sure to cut out something critical.
Those who understand these systems better than I, please jump in and give comments.

<<<STENTOR ALLIANCE SELECTS MAINSTREETXPRESS 48020 MULTINETWORK SERVICE CONTROLLER FOR NATIONAL BACKBONE NETWORK BASED ON SIE

KANATA, Ont., Oct. 23 /CNW/ - Stentor, an alliance of Canada's leading telecommunications service providers, has selected the Siemens / Newbridge MainStreetXpress(TM) 48020 MultiNetwork Service Controller (MNSC) to manage Canada's nationwide asynchronous transfer mode (ATM) backbone network built upon the industry-leading MainStreetXpress 36170 Multiservices Switch. The national ATM backbone network will deliver a comprehensive and growing range of services to customers from a single, broadband core network. The MainStreetXpress 48020 MNSC can be used by individual service providers to consolidate the management of multiple networks into a common administration, or by multiple service providers to manage services which span multiple network or service provider boundaries. By deploying the MainStreetXpress 48020 MNSC, service provider consortia such as the Stentor Alliance, can provide end-to-end managed virtual private network (VPN) service and offer a complete portfolio of fully managed advanced communications services such as frame relay, ATM, local area network (LAN) interconnect, premium video, advanced private line and Internet Protocol (IP) services. Stentor Canadian Network Management (SCNM) will use the MainStreetXpress 48020 MNSC to enable and monitor end-to-end connections for customers with nationwide operations. The SCNM Service Assurance Group will monitor Permanent Virtual
Circuit (PVC) status from end-to-end, enabling immediate problem reporting and response to Stentor Alliance customers. Customers will be able to view their networks via a secure workstation connection to the network. Overall reliability and robustness of national services will be enhanced with the use of MainStreetXpress 48020 automatic rerouting around failed links. Stentor customers will also benefit from local support for their national networking needs because each Stentor company can view its customers' networks nationwide and thereby act as the prime point of contact for the customer. Stentor's National Area Network is one of the world's first and most extensive multiple service provider ATM networks. The MainStreetXpress 48020 MultiNetwork Service Controller system strengthens our ability to provide seamless and consistent services to all our customers across the country,'' said Tom Hope, President, Stentor Canadian Network Management.

The consolidation of the management of multiple networks enables service providers to reduce operating costs and ensure that network resources are used efficiently,'' said Al Hawtin, Vice President, Network and Service Management, Newbridge Networks. Using the MainStreetXpress 48020 MNSC to provide a common service management structure simplifies the management task, reducing time spent managing, as well as time spent training operations staff and system administrators. Since the MainStreetXpress 48020 MNSC uses the same terminology and graphical user interface (GUI) as the MainStreetXpress 46020 Network Manager, experienced operators and network managers require only minimal orientation to the MainStreetXpress 48020 MNSC.''

The MainStreetXpress 48020 MNSC enables each partner in a consortium to act as the single point of contact for its customers. It provides each partner with secure access to up-to-the-minute configuration and performance information for its customers' VPNs, while at the same time ensuring that each service provider retains full control over its own network resources. This co-operative approach with interoperable service management systems helps service providers to most effectively meet the needs of their customers. The MainStreetXpress 48020 MNSC was announced by Siemens and Newbridge at SuperComm in June 1997, and is currently installed in service provider networks. In the United States, IXC Communications, a leading supplier of IP networking and long distance services, purchased the MainStreetXpress CSM Service Director and the MainStreetXpress 48020 MNSC to enhance its broadband services network. The MainStreetXpress 48020 MNSC has also been selected by the Provincial Telephone Authority of Guangdong, one of the most prosperous provinces in the People's Republic of China.

The Stentor Alliance (http//:www.stentor.ca) works with customers across Canada to economically deliver leading-edge local, national, and international telecommunications services. These companies manage the world's longest fiber-optic, SONET and ATM-based networks. The members of the Alliance are: BCTEL, Bell Canada, Island Tel, Manitoba Telecom Services Inc., MT&T, NBTel, NewTel Communications, NorthwestTel, Quebec Telephone, SaskTel and TELUS Communications Inc. The Public Communication Networks Group of Siemens AG (Munich, Germany) and Newbridge Networks (Kanata, Canada), two of the world leaders in ATM, formed a strategic networking alliance in 1996 to provide carriers worldwide with the most comprehensive and advanced ATM solution set. With this agreement, the two companies have unified their ATM product lines under the MainStreetXpress brand and assembled the industry's most extensive ATM research and development operation -- more than 1,700 engineers in five countries. In North America, Siemens serves the public network through its subsidiary, Siemens Telecom Networks (Boca Raton, Fla).

Newbridge Networks (http://www.newbridge.com) is a global leader in ATM, frame relay and advanced private line networking systems, according to independent research. The company designs, manufactures, markets and services a comprehensive family of networking products and systems that delivers the power of multimedia communications solutions to organizations in more than 100 countries throughout the world. Newbridge products are the choice of an expanding range of customers which includes the world's 200 largest telecommunications service providers, and over 10,000 corporations and government organisations. The company has facilities in Canada, the United States, Latin America, Europe, the Middle East, Africa, Asia and Australia.
>>>>

newbridge.com

>>> Chicago, Illinois, October 22, 1997 - The International Engineering Consortium has awarded the world's first Terabit-class asynchronous transfer mode (ATM) switch, the Siemens / Newbridge MainStreetXpress„ 36190 Core Services Switch, with the 1997 InfoVision Award. The award recognizes significant innovations in new products and services, as well as the companies and professionals responsible for their development.

The MainStreetXpress 36190 Core Services Switch offers carriers an efficient means of building reliable, high-performance ATM core networks. Its node architecture can scale from relatively low-capacity requirements to greater than one terabit (Tbit) per second on a single platform. The switch offers carriers a complement of features for high availability, including full fault tolerance through fully redundant shared subsystems and interfaces, as well as ongoing intelligent diagnostics. The MainStreetXpress 36190 switch fulfills core network requirements for signaling systems (SS7/C7, ISDN, ISUP), operational
support systems and billing. Complying with internationally accepted standards, it is designed to incorporate ATM Forum and ITU-derived standards.

In a joint announcement, Jeff Matros, vice president of marketing and business development for the Broadband Networks Business Unit of Siemens Telecom Networks (formerly Siemens Stromberg-Carlson), and Ken Davison, vice president, Carrier Marketing and Solutions for Newbridge Networks Corporation, said they were pleased that the award recognizes the coordinated efforts of more than 1,700 engineers at Siemens and Newbridge and the product's ability to provide carriers a clear migration from narrowband to broadband architecture.

Introduced in January by the Siemens / Newbridge Broadband Networking alliance, the MainStreetXpress 36190 Core Services Switch was awarded the ComNet '97 New Product Achievement Award for best new product in the infrastructure category.>>>>

Amati and Siemens AG:

amati.com

>>>SAN JOSE, CA, and MUNICH, Germany, April 28, 1997 -- Amati Communications Corporation (NASDAQ: AMTX), the leading developer of Asymmetric Digital Subscriber Line (ADSL) Discrete Multi-Tone (DMT) technology, and Siemens AG, a world leader in Asynchronous Transfer Mode (ATM) technology, today announced a strategic development partnership aimed at connecting ATM to ADSL transmission lines. The resulting solution will offer a migration path to higher speed services - up to 8 Mbps - while interoperating with ATM services.

In an industry first, Siemens AG's Public Communication Networks Group and Amati demonstrated an ADSL/ATM solution in March at CeBit '97 in Hanover, Germany. Show attendees were able to use the ADSL/ATM system to retrieve information such as high-resolution graphics and video clips from the Internet in real time.

Under the terms of the agreement, Siemens AG's Public Communication Networks Group, Italtel (a STET-Siemens company) and Amati will work together on next generation ADSL technology, including joint development for the transmission of data packets via ADSL. In addition, Siemens will market Amati's ADSL modems and ADSL distribution systems. . . .>>>

Amati and IP switching:

amati.com

<<<NEW ORLEANS, LA, SUPERCOMM '97, June 2, 1997 - Providing a glimpse into making ATM over ADSL a reality, ADSL pioneer Amati Communications Corp. (NASDAQ: AMTX) today announced a demonstration of Ipsilon and Amati products that provides a practical way to reap the benefits of ATM over ADSL while protecting investments in IP networks and applications.

The two companies demonstrated the ability of their existing products - the Amati Allegro ADSL/DMT Data/Video Access Concentrator and the Ipsilon IP Switch Processor - to support Internet Protocol (IP) traffic on an asymmetric digital subscriber line-to-ATM network.

The Amati Allegro, the industry's first ADSL Access Concentrator, provides for rapid deployment of ADSL services by enabling ADSL signals to be aggregated into any ATM cell-based or frame relay network. Ipsilon's IP switching is a new technology that delivers IP packets at ATM wire-speed while maintaining compatibility with existing IP networks, applications and network management tools.

The combination of Amati's ADSL technology and Ipsilon's award-winning IP switching technology offers an exciting answer for service providers who are under tremendous pressure to provide a quick solution to meet users' needs to access video and high-speed data. . . .>>>

newbridge.com

<<< KANATA, Canada and MUNICH, Germany, September 29, 1997 - Siemens and Newbridge today announced their asynchronous transfer mode (ATM)-based Distributed Service Delivery program which provides unique networking solutions for metropolitan area network applications. This technology evolution enables the cost effective delivery of services such as frame relay, private line, cell relay and Internet Protocol (IP) using a scalable and flexible common network infrastructure for multiple services, with cost saving opportunities that encompass capital equipment, transmission facilities and ongoing operational expenses.

ATM-based Distributed Service Delivery, developed jointly with Newbridger Affiliate Cambrian Systems Corporation, enables carriers to eliminate SONET multiplexers for transport, while maintaining the reliability and availability of centralized network resources to take advantage of the full attributes of ATM in a metropolitan area network at much lower costs. The first deployment of this capability within the Siemens / Newbridge MainStreetXpressT product line will be on the industry-leading MainStreetXpress 36170 Multiservices Switch.

"Carriers need a migration strategy that cost effectively addresses increasing demand for multiple services at the edge of the network while simplifying overall network deployment," states Terence H. Matthews, Chairman and Chief Executive Officer, Newbridge Networks Corporation. "Simplification of the network will result in, among other benefits, in greater accessibility of the Internet. ATM-based Distributed Service Delivery is a major advancement in the continuous evolution of the Siemens / Newbridge MainStreetXpress vision of ATM as the core network architecture.">>>>

Now check out the CEO's message from their FY '98 report:

newbridge.com

<<< The strong showing in WAN packet business was driven principally by the industry's flagship ATM system, the MainStreetXpress 36170 Multiservices Switch, which also achieved record revenue, order intake and backlog again this quarter. Both revenue and order intake for this product increased approximately 40% sequentially and were more than triple the revenue and order intake levels in the first quarter of fiscal 1997. There were more than 60 customers for the MainStreetXpress 36170 switch in the first quarter of fiscal 1998 alone, including 12 new customers. The product has now been sold to more than 120 customers throughout the world comprising many of the world's largest service providers.

Sales of frame relay capabilities on the product increased by approximately 30% versus the previous quarter. Newbridge continued to grow its frame relay-over-ATM revenues significantly faster than the overall frame-relay market growth rate. As a result, the Company further increased its market share in the worldwide frame relay market.

"Service providers are migrating their frame relay networks onto a single, unifying ATM platform," said Peter Charbonneau, President and Chief Operating Officer, Newbridge Networks. "Even more significant, service providers are beginning to evolve their disparate array of legacy networks and traffic - including high-growth IP (Internet Protocol) traffic - onto the same unifying ATM fabric.

"Similarly, corporate network managers have identified ATM as their preferred implementation for Layer 3 switching in enterprise backbone networks to address the problems associated with backbone routers," added Mr. Charbonneau. "Backbone routers were well suited when they were introduced to the market a dozen years ago, but today they are crippling performance in enterprise networks which carry increasingly bandwidth-intensive and delay-sensitive multimedia traffic.

"From the time we first began developing ATM for enterprise and wide area networks, in the early 1990s, Newbridge was able to anticipate and plan for these market directions which are becoming so evident today. Our product development has remained in lock-step with the marketplace. The Company has a product lead and a marketplace lead as well. Together with Siemens, we have more R&D resources dedicated to ATM product development than any other organization in the world. We expect to strengthen our product lead and market position. . . . .

"We have performed a thorough analysis of our enterprise networking business and we remain confident of success in the enterprise market space. Successful networking companies will be those which can deliver best-of-class, end-to-end networking solutions. Our strategy has remained consistent from day one: to leverage our success in providing superior quality wide area network solutions with the complementary solutions offered by the Newbridge family of affiliate companies to capture a meaningful share of the emerging next-generation enterprise networking equipment market. The Newbridge family of companies is in a favorable position to deliver a comprehensive, end-to-end solution set. . . .>>>