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To: djane who wrote (45682)4/29/1998 1:42:00 PM
From: Jeff Jordan  Respond to of 61433
 
Looks like DB is hyping all the stocks.....I have a sell order in for them DBCC....they report earnings Friday...I should hold...but I'm in the selling mood....<g>

Jeff



To: djane who wrote (45682)4/29/1998 2:08:00 PM
From: djane  Respond to of 61433
 
GTE puts its money'where its mouth is

GTE Internetworking is offering users
stronger SLAs to back up its network
expansion.

By Denise Pappalardo
Network World Fusion, 4/29/98

nwfusion.com

Cambridge, Mass. - If you're looking for
guaranteed network performance with minimum
packet loss, GTE Internetworking's new
service-level agreement (SLA) might put your
mind at ease.

GTE Internetworking's SLA promises that its
Internet Advantage, dedicated Internet access
customers will get the first minimum packet loss
guarantee from an Internet service provider.

GTE Internetworking is one of the first national ISPs to add a minimum
packet loss guarantee to its standard dedicated Internet access service
offering, said Rebecca Wetzel, director of Internet services at
TeleChoice, Inc., a Verona, N.J.-based consulting firm.

If Internet Advantage customers experience more than 10% packet loss
during any 10-minute interval, they will be credited with one day of
service, said Richard Kane, service line manager for Internet Advantage
at GTE. This guarantee, like most from the ISPs, does not extend
beyond GTE Internetworking's backbone.

Internet Advantage customers are typically accessing GTE
Internetworking's network using either a dedicated leased line or a frame
relay connection. Access speeds range from 56K bit/sec to 45M bit/sec.

GTE Internetworking also refined its network availability guarantee. The
ISP's previous SLA stated that if a user could not reach any destination
on GTE Internetworking's network for 15 minutes or longer they would
be credited. GTE has now made it 10 minutes or longer.

"Users can do a trace router to identify the path their traffic is trying to
traverse over our network and that will give them information about
packet loss or delays," Kane said. "If a customer reports trouble to us
we will then look at that part of our network for one hour before the
reported trouble and one hour after."

GTE Internetworking gathers and stores its network performance
statistics information on a central database using tools developed
in-house.

The one key drawback to the SLA is the lack of any Web-based
monitoring tools for customers. But users can simply ping a router on
GTE's network and report trouble to the ISP, Kane said.

GTE Internetworking has been monitoring packet loss on its network for
the past year and a half using its homegrown network monitoring tools,
Kane said.

GTE Internetworking's packet loss guarantee is a good initial first step,
Wetzel said. But users are probably going to want a stronger minimum
packet loss SLA that is below 10%, Kane said. But it's a starting point,
she said.

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To: djane who wrote (45682)4/29/1998 2:11:00 PM
From: djane  Read Replies (2) | Respond to of 61433
 
Lucent continues shopping spree. Company picks up an ATM switch vendor

By Tim Greene and Torsten Busse
Network World Fusion, 4/28/98

nwfusion.com

Murray Hill, N.J. - Lucent Technologies, Inc.'s
data networking executives went shopping again
this week. This time the company spent $1 billion
to purchase ATM access switch vendor Yurie
Systems, Inc.

The buy gives Lucent greater access to Yurie's hot
ATM access and concentration devices and will
likely let Lucent more easily add the technology to
its own switches.

Lucent is already selling Yurie's LDR family of products under an OEM
agreement as the Lucent Access Concentrator 120 and Lucent Access
Concentrator 60. The OEM sales accounted for less than 10% of Yurie's
OEM business, said Jeong Kim, chairman and CEO of Yurie. Kim will
join Lucent as president of Carrier Networks within the Data Networking
Systems group. The company will remain headquartered in Landover,
Md.

In addition to Lucent, Yurie had private label agreements with Bay
Networks, Inc. and Ericsson. Lucent is expected to keep up the
agreement with Bay, but that is less likely with Ericsson, which is a direct
competitor with Lucent for carrier switching business. Ericsson could try
to strike up a deal with Yurie competitors Larscom, Inc., ADC Kentrox
or 3Com Corp.

Lucent said last fall it wanted to become a serious player in the data
network market, and over the past six months the company has been
busy building up its product portfolio through several acquisitions. For
example, in January of this year, Lucent acquired Gigabit Ethernet switch
maker Prominet Corp. and in December 1997, the company bought
remote-access product maker Livingston Enterprises, Inc.

Still, the $1 billion purchase price raised some industry eyebrows, as
Yurie is projected to do only about $80 million in business this year and
had revenue of $51 million in 1997.


"They are early to market with leadership products in a market that's
about to explode," said Bill O'Shea, president of Lucent's Data
Networking Systems group. Yurie's revenue is sure to increase, he
added.

Indeed, Dataquest, Inc. research shows a compound annual growth rate
of 58% for the WAN ATM access market, which is set to grow from
$205 million in 1997 to $1.8 billion in 2001. In addition, Dataquest
predicts the market for high-speed ATM concentrators - those
supporting up to OC-3 speeds - will grow from $65 million in 1996 to
$1.1 billion in 2001, a compound annual growth rate of 57%.


The phenomenal price also indicates Lucent's optimism that corporate
users are interested in ATM wide-area services.

"The reason the frame relay market has taken off is that it was easier to
implement than ATM. But with this [Yurie] type of box, you can drop it
in your existing network and make use of ATM," said Rosemary
Cochran, an analyst with Vertical Systems Group in Dedham, Mass.

"It's a great purchase," said George Hunt, director and principal WAN
equipment analyst at Dataquest. "Yurie is the premier ATM access
vendor, the first one to ship a commercial ATM access concentrator
which now has the largest installed base."

Yurie's access concentrators take in a variety of traffic - LAN, frame
relay, ATM - and blend it all onto one ATM pipe. Yurie sells products
that can feed links as large as OC-3 at 155M bit/sec or as small as a T-1
at 1.54M bit/sec. The Yurie concentrator also supports T-1 speed
interfaces for frame relay and ATM as well as traditional time division
multiplexed traffic.

According to spokesmen for Yurie, ATM concentration fits into the
networks of Lucent's big accounts, including the regional Bell operating
companies and in the long distance networks of AT&T and others. They
want to sell IP services that ride over ATM backbones. Yurie boxes
enable Lucent to do that, analysts said.

Under the terms of the agreement approved by the boards of both
Lucent and Yurie, Lucent will begin a cash tender offer for all outstanding
shares of Yurie common stock for $35 a share. The offer is expected to
commence no later than April 30 and will be scheduled to close by May
28.

Busse is the San Francisco bureau chief for the IDG News Service.

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