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To: Elmer who wrote (13900)2/11/1998 6:48:00 PM
From: Mang Cheng  Read Replies (2) | Respond to of 45548
 
This is from Sieman's website :
Press Release: Munich, January, 1998

Cooperation between Siemens and 3Com: telephone network and
the Internet merge together

New user-friendly services integrate telephony and the Internet

First-ever presentation at Cebit `98 (For the trade press)

The Siemens Public Communication Networks Group in Munich and the
3Com Corporation in Santa Clara are cooperating on fusing the Internet
with the telephone network to form a single unit. Worldwide this will
allow telephone operators to offer efficient Internet access via their
existing switching systems without needing to set up an additional new
Internet infrastructure. Integration also makes possible new Internet
services allowing greater convenience for telephoning while
simultaneously surfing the Internet. The new services will be presented at
Cebit `98. The first systems will be shipped in spring 1998. Siemens
reckons on 300 million DM extra sales from this product innovation by
the year 2000.

3Com is bringing the "TotalControl Remote Access Concentrator"
product and its expertise as a leading vendor in the remote access
market to the cooperation with Siemens. "TotalControl" is a fully
modular state-of-the-art carrier class access server and is based on
3Com's own DSP technology which serves as a basis for future
multimedia applications such as VoIP (Voice over Internet Protocol).
Siemens is integrating this technology into its EWSD digital electronic
switching system. EWSD is the world's leading system with around
300 operators in 100 countries and over 150 million connections. As a
leading supplier of solutions for telecommunications infrastructure
systems, Siemens is also developing the new Internet services.

With the new Internet services such as "Subscriber Controlled Input",
"Call Waiting", "Call Completion", "E-Mail Waiting Indication" and
"Improved Access to Voice over Internet" network operators and
service providers can offer their customers additional user-friendly
services not possible until now. The modern telephony service network
and the PC that acts as an intelligent telephone make possible an
evolutionary step into the future. Besides increasing accessibility,
graphical user interfaces will make it much easier to use existing features.
For operators in the internationally booming Internet market (700%
growth per annum) this opens up easy-to-tap areas of growth.

Subscriber Controlled Input: Subscribers themselves can use an
Internet application to configure the additional services of their telephone
connection from their PC with the aid of a user-friendly graphical
interface. An example of this is being able to display their account on
screen online.

Call Waiting: While a subscriber is surfing the Internet the "Call
Waiting" service displays incoming calls on the monitor. Until now the
called party has not been able to identify and take incoming calls. Using
the new function it is now possible to decide whether to take the call or
to continue the Internet session and return the call later on.

Call Completion: The service extends the convenience of Call Waiting,
so that there is no need to interrupt the Internet session to take the call.
Subscribers can continue their Internet session while taking the telephone
call from the PC.

E-Mail Waiting Indication: The "E-Mail Waiting Indication" tells
subscribers that e-mail has arrived for them. This information is shown
on the telephone without having to switch the PC on. The indication can
be via the telephone display, an LED or a special ringing tone. Improved
Access to Voice over Internet: This service allows subscribers to hold a
phone conversation over the PSTN/ISDN, or optionally to use the
Internet. The integrated functionality of the Internet telephony gateway
allows customer-friendly access to this service. Dialing in and charging is
administered with EWSD. The Siemens Public Communication
Networks Group (™N) is one of the world's leading suppliers of
solutions for telecommunications infrastructure systems. In the 1996/97
fiscal year ™N had 35,000 employees (figures for the end of September
1997) and sales of about 14.5 billion DM. ™N's more than 150 million
installed EWSD (digital electronic switching system) telephone lines
make it the world market leader in digital switching systems.

After its merger with modem and remote access specialist U.S.
Robotics, 3Com (one of the leading vendors of network and data
communication solutions) has the widest product range in its field and
offers true "end-to-end connectivity". The company, based in Santa
Clara and with a German office in Munich, is expecting sales of around
US$8 billion in the 1998 fiscal year. This cooperation between the two
corporate divisions (™N within Siemens and Carrier Systems within
3Com) will form a significant part of the strategic partnership between
Siemens AG and 3Com as regards the fusion of voice and data.

Back to Press Info

c Siemens Public Communication Networks
Jan. 22, 1998

w2.siemens.de

Mang



To: Elmer who wrote (13900)2/12/1998 10:21:00 AM
From: lin huan chen  Read Replies (1) | Respond to of 45548
 
David:
You are right about people want to get in COMS but afraid of buying before earning coming out. In terms of P/S in networkers, COMS and NN are two bargains. People are too bullish on ASND and CSCO, too bearish on COMS. I sold 1000 shares of ASND and switch them to COMS. IMO, easy money on ASND were gone. COMS could easily run up to 40+.
JMO
Lin