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

To: Chemsync who wrote (30687)	3/25/1998 10:41:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 31386

Steve -- I was hoping you'd see the news. Yes, I'm awaiting the day when we have those same interactive services. And VOD on demand, too. All programming on demand. No more VCRs!! Yes, this is NEC's project. Not sure who's doing the ADSL part, but I'll try to find out. Looks like the market's on speed today. Talk about Alice's Wonderland. Later -- Pat

To: Chemsync who wrote (30687)	3/26/1998 5:07:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 31386

And from a "member of the family," Siemens: <<<Siemens to Offer Universal ADSL to 150 Million Telephone Subscribers Worldwide Business Wire - March 26, 1998 10:50 BOCA RATON, Fla.--(BUSINESS WIRE)--March 26, 1998--Siemens AG has announced that it intends to provide integrated Universal Asymmetric Digital Subscriber Line (Universal ADSL) access into its EWSD switching systems that today connect more than 150 million telephone lines worldwide. The first Universal ADSL trials are planned for late 1998 and commercial production will begin in 1999. Customer premise equipment is expected to be available in December 1998. Universal ADSL access will allow subscribers connected to an EWSD switch to have up to 30 times faster Internet access than today's fastest conventional modem technology (56Kb/s). Universal ADSL also paves the way for residential use of multimedia applications because it enables the use of asynchronous transfer mode (ATM) over existing telephone lines. ATM is a multiplexed information transfer and switching method. Universal ADSL technology will reflect the technical requirements being developed by the Universal ADSL Working Group (UAWG), a special interest group formed in 1997 for fast standardization of Universal ADSL. The UAWG is led by Microsoft, Intel and Compaq. Siemens has been a key contributor in the definition of this new, exciting technology. The success of the UAWG seems to be guaranteed as parties of the consumer industry, network providers and service providers recognize the tremendous business opportunity of Universal ADSL and push for a fast standard for an end-to-end solution. Hans-Eugen Binder, president of Switching Networks for Siemens Public Communication Networks Group in Munich, Germany, stated: "We believe that Universal ADSL will be the most important switch-integrated access technology for public communication networks for the next decade." The Siemens solution allows service providers to use their existing EWSD system to offer Universal ADSL without major changes to their system. Fred Fromm, president and CEO of Siemens Telecom Networks, said: "We offer the integrated line card approach, which helps our customers upgrade their existing systems without any major change in their architecture. We call it the plug-and-play solution -- service providers simply plug in the new line cards in their central offices with the right software and off they go." The Universal ADSL solution is part of Siemens' innovationsTM program, which offers service providers a clear migration path toward converged voice and data networks while protecting their existing investment. The EWSD switching solution will be the heart of a client/server architecture-based network which offers a single platform for local, tandem, long distance, wireless and Universal ADSL service. The Siemens Public Communication Networks Group is one of the world's leading suppliers of solutions for telecommunications infrastructure systems. In the 1996/97 fiscal year, the Group had 35,000 employees and sales of about 14.5 billion-DM ($8 billion U.S.). More than 150 million installed EWSD telephone lines make it the world market leader in digital switching systems. Home page: www.oen.siemens.de. Siemens Telecom Networks, headquartered in Boca Raton, Fla., is a leading provider of telecommunications solutions to the public network service providers in North America. The company designs and manufactures digital central office switching equipment, access network solutions, broadband switching systems, wireless solutions, end-to-end multimedia solutions, Internet solutions, network management products and transmission products. Siemens Telecom Networks is a subsidiary of Siemens AG, which has annual re venues of $63.7 billion (FY 96-97) and has operations in 193 countries. Home page: www.stn.siemens.com. Siemens is a registered trademark of Siemens AG. EWSD is a registered trademark of Siemens AG. innovations is a trademark of Siemens Telecom Networks. >>>>

To: Chemsync who wrote (30687)	3/27/1998 6:43:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 31386

Steve -- Talk about AT&T stirring the pot! <<< AT&T: Telus confirms talks THURSDAY MARCH 26 1998 ------------------------------------------------------------------------ By Scott Morrison in Toronto ------------------------------------------------------------------------ Canada's telecommunications industry is in upheaval after Telus, the Alberta-based local telephone company, confirmed it was in talks to form a "business combination" with AT&T Canada Long Distance Services. Reports suggested that Telus could acquire two-thirds of AT&T Canada, which a telecoms analyst valued at C$1bn (US$704m). However, it is likely that such a combination would be the first move in a wave of consolidation in Canada's telecoms sector, which comprises 11 local service providers and several long-distance competitors. Analysts say the fragmented industry is not able to achieve the economies of scale experienced in more mature telecoms sectors in other countries. Analysts believe that Bell Canada, the country's largest phone group, will respond to the talks by launching a bid to acquire Telus to keep intact the 11-member Stentor alliance of local telephone carriers. Bell Canada, wholly owned by BCE, has conceded that the alliance "will need to be realigned" and indicated it was in talks with other members to determine how best to respond. "If this deal goes through, Stentor will break up unless BCE can buy out the members," said Dvai Ghose of James Capel Canada. However, BCE would not comment if it had approached Telus in the wake of the Telus/AT&T announcement. The prospect of sector consolidation lifted Canadian telecoms stocks for the second day. BCE was up C$2 at C$59.25 in early trading yesterday, while Telus had gained C$2.65 to C$43.05. Even if the merger talks break off, analysts believe developments have permanently damaged the relationship among Stentor members, which have operated under an unwritten agreement that they do not encroach on each other's territory. An operational merger between Telus and AT&T Canada would pit the Alberta carrier against other Stentor members. Telus, Canada's third largest local service provider, has signalled it is unsatisfied with its position in the Bell Canada-dominated alliance. An operational merger between Telus and AT&T would create a formidable provider of local and long-distance service, enabling the combined company to operate outside Alberta. Telus would immediately obtain a national high-speed network with which it could attack the Ontario long-distance market. That would put it into direct competition with Bell Canada, its alliance partner. AT&T, which is one-third owned by its US parent and two-thirds owned by three Canadian banks, would gain access to a local exchange with 1.8m phone lines which would form a solid client base for its long-distance service. Teleglobe, the Canadian overseas network operator 23 per cent owned by BCE, would also suffer as a result of a Telus takeover of AT&T Canada. Teleglobe is scheduled to lose its monopoly on overseas calls in October and while it recently signed three-year agreements guaranteeing it a minimum amount of traffic from Stentor members, it would eventually suffer the loss of Telus' long-distance traffic if the "combination" happens. Analysts say consolidation could involve Canada's cable television companies. Should Bell Canada face a Telus/ AT&T alliance, it could pursue Shaw Cable in a bid to acquire its broadband network in Alberta. Analysts suggested regulators would be likely to approve a Telus acquisition of AT&T Canada, because it is consistent with the government's aim to foster more competition in the sector. A Bell Canada bid for Telus, however, could pose problems for regulators.>>>