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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF -- Ignore unavailable to you. Want to Upgrade?

To: Mang Cheng who wrote (13623)	3/10/1998 4:38:00 PM
From: Moonray	Read Replies (1) \| Respond to of 22053

Phone Equipment Makers, Networking Companies Seek Acquisitions San Francisco, California, March 10 (Bloomberg) -- Lucent Technologies Inc., Northern Telecom Ltd. and other makers of telephone equipment are likely to buy a number of privately-held companies this year to gain access to the same markets targeted by Cisco Systems Inc. and other computer networking companies. Leaders in both industries are looking to expand the product lines they sell to phone companies and Internet service providers, said financial analysts at a networking industry gathering in San Francisco. Today, for example, Cisco said it will buy closely held NetSpeed Inc. for about $236 million in stock. Austin, Texas-based Netspeed makes so-called digital subscriber line products that speed up the transmission of information over regular copper phone lines. The battle for the so-called carrier market is expected to develop as phone companies spend more on equipment that lets them increase their Internet-related services. Annual spending on such equipment, some of which is still being developed, could reach $40 billion a year by 2000 as telecommunication carriers expand their networks to handle burgeoning Internet traffic. ''Telecom equipment makers have to compete in this part of the network,'' where voice and data communications come together, said Paul Johnson, an analyst with BancAmerica Robertson Stephens. Rather than spend large amounts of time and money to develop their own technology, Lucent, Nortel and others will purchase smaller companies who are already working on it, Johnson and other analysts said. Lucent has already bought two networking companies within the past six months. Last week, Northern Telecom said it would buy at least one within the next six months. The acquired companies almost certainly will include several of those making their pitch to venture capitalists and investment bankers at the Network Outlook conference this week in San Francisco. Among the startups mentioned most often by analysts as takeover targets were Juniper Networks Inc. of Mountain View, California; Avici Systems Inc. of Chelmsford, Massachusetts; and Torrent Networking Technologies Inc. of Silver Spring, Maryland. While the growth of voice traffic carried over the public phone network is relatively flat, data traffic has exploded. As a result, sales of data networking equipment have grown three times as fast as phone equipment sales. ''We see the biggest opportunity in data, not voice,'' Lewis Wilks, president of business markets for Qwest Communications International Inc., told the conference. Qwest, which provides communications services to businesses, consumers and other telecom carriers, is constructing a nationwide fiber-optic network which it expects will be carrying mostly data traffic, Wilks said. Investments in new technologies and products by the telecom companies will result in faster, cheaper communication services for businesses and consumers, said Scott Heritage, an analyst with UBS Securities. Better management services for computer network managers and free phone calls over the Internet are just two of the likely improvements. ''The demand is not quite there yet, but within a few years you'll be able to make phone calls over (Internet) networks,'' Heritage said. o~~~ O

To: Mang Cheng who wrote (13623)	3/10/1998 4:41:00 PM
From: Moe Damghani	Read Replies (1) \| Respond to of 22053

Could someone please tell us when the earnings are due? Thanks!

To: Mang Cheng who wrote (13623)	3/10/1998 7:31:00 PM
From: jhild	Read Replies (1) \| Respond to of 22053

Mang, my sincerest apologies. Clearly, once I make a mistake I can make it consistently. Thanks for setting me straight.

To: Mang Cheng who wrote (13623)	3/11/1998 9:57:00 AM
From: Moonray	Respond to of 22053

Winners Announced for MecklerMedia's Fifth Annual Internet World Industry Awards - 09:31 a.m. Mar 11, 1998 Eastern WESTPORT, Conn.--(BUSINESS WIRE)--March 11, 1998-- Spring Internet World '98, the Largest Internet Industry Trade Show, Opens Today In Los Angeles -- Outstanding Desktop Hardware Product: 3Com/Megahertz 10 Mbps guide-p.infoseek.com o~~~ O

To: Mang Cheng who wrote (13623)	3/11/1998 10:47:00 PM
From: Moonray	Respond to of 22053

China has 620,000 people surfing the Internet BEIJING, March 11 (Reuters) - China's ranks of Internet surfers have swollen to 620,000 from less than 20,000 five years ago, the official Xinhua news agency said on Wednesday. About 300,000 computers were now wired to the global computer network, Xinhua said, quoting a report by the Data Communication Department of the Ministry of Posts and Telecommunications. The number of Internet subscribers was expected to more than triple to top two million by the end of the century, the agency said. Industry analysts have estimated the number of users will soar to seven million by 2001. More than 60 percent of Internet surfers were 20 to 30 years old, Xinhua said. Most users sought material on the information industry, business and finance, it said. ''The expanding network and increasing net-users provide massive business opportunities for content providers, especially those who can provide Chinese-based information,'' Xinhua said. The report said although China had more than 100 Internet service providers, or companies offering access to the network, few carried political, economic or social information on China. China's Ministry of Public Security last December implemented sweeping controls on the Internet to check the dissemination of what it called ''harmful information'' and to stop the leaking of state secrets. The curbs were seen as an effort to combat use of the computer network by political dissidents and separatists movements in Tibet and the Moslem region of Xinjiang. Personal computer sales in China were expected to top 700,000 units this year, Xinhua said. o~~~ O