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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Mason Barge who wrote (4519)	1/19/1998 10:04:00 PM
From: Investor2	Read Replies (2) \| Respond to of 10921

RE: ADSL webweek.com "Lucent Speeds ADSL Availability Lucent Technologies plans to integrate ADSL (Advanced Digital Subscriber Line) capabilities into its widely installed SLC-2000 and SLC Series 5 local-carrier telco digital loop systems. The company said it expects the new system to become generally available by early next year. The technology will let local carriers offer ADSL over standard copper phone lines at speeds of up to 6 Mbps upstream and 1 Mbps downstream. Lucent said its SLC systems currently serve about 25 million phone lines in the United States." Also, webweek.com "GlobeSpan Technologies Inc. said it plans to offer an even faster version of its Rate Adaptive Digital Subscriber Line (RADSL) technology sometime in mid-1997, while cutting prices on its existing product. The former AT&T Paradyne unit has also signed up its first ISP, Chicago's InterAccess, which has started to roll out service to subscribers, executives said last week. An emerging technology that greatly speeds up Net access, RADSL--and its cousin, Asymmetric Digital Subscriber Line (ADSL)--have been in testing around the world. Many companies, including Uunet Canada, IBM, Microsoft and Pacific Bell, have been testing the technology with consumers. GlobeSpan seems to have an early lead in the market. The company has already shipped 35,000 DSL transceivers, which it says have been at the core of 90 percent of ADSL modems used in trials." Also, biz.yahoo.com "Lucent Technologies and Westell to Jointly Market and Sell ADSL Products ...Westell's SuperVision broadband access platform to enable high-speed data from North America's most widely deployed Digital Loop Carrier Systems AURORA, Ill., Dec. 11 /PRNewswire/ -- Westell Technologies (Nasdaq: WSTL - news) announced today that it has signed a joint marketing agreement with Lucent Technologies (NYSE: LU - news). Lucent will now begin marketing Westell's SuperVision(R) Digital Subscriber Line Access Multiplexer (DSLAM) systems, including concentration shelves, line cards, mux cards, remote ADSL modems and network management systems, enabling telecommunications service providers to offer high-speed data over copper telephone wires." My question: What makes AWRE so special? Best wishes, I2

To: Mason Barge who wrote (4519)	1/19/1998 11:46:00 PM
From: ET	Respond to of 10921

mason.....http://www.asia1.com.sg/biztimes/2/nfrnt01.html

To: Mason Barge who wrote (4519)	1/20/1998 8:26:00 AM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

Asia: Stocks were overall flat last night, although there was further currency decline in Indonesia and Korea. The big news came as five Japanese companies announced something about semi equipments. Toshiba announced profits of about $77 million versus $850 million. Mitsubishi is closing Chipmaking operations in the US all together. Hitachi is suspending operations at 8 plants in Japan and planning to run them at half capacity. Fujitsu announced generally that it was reducing chip infrastructure. In sum, all 5 of the big Japanese chipmakers see a reduction in capital expenditures in the near future, i.e. 1998, of about 40%. Most don't see a real recovery until perhaps mid-1999. One unnamed analysts summed it up thus: "Cash-flow problems are one of the reasons that Japanese manufacturers are cutting back on expansion plans. 'Capital spending is determined by cash flow,' said an analyst at a U.S. brokerage house, who asked not to be named. 'As long as semiconductor businesses are in the red, it will be difficult to maintain capital spending.'" (from WSJ online)