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To: djane who wrote (47050)	5/17/1998 5:51:00 PM
From: djane	Respond to of 61433

5/18/98 InfoWorld rumor. BAY wants $80 [ASND price keeps goin' up...] Being forced into a basement might be the only thing that will bring about the much ballyhooed deal between Bay Networks and either Lucent or Nortel. It seems that both companies have made offers to acquire Bay, but so far both have been rejected. Bay's head honchos apparently want a cool $80 per share for the company, almost three times what the company's stock is currently going for. Full article. Gloomy weather and tedious card games bring curious deals to light infoworld.com I love California, the land of sunshine and warm beaches, but lately this state is keeping everybody on their collective toes. May, usually the time I start to shop for a new bathing suit and make an appointment at my favorite tanning salon, has fooled us all with funnel clouds. Instead of searching for barbecues last week, I spent my days dodging all that Mother Nature saw fit to deliver to Silicon Valley, courtesy of her petulant child El Nino. On the plus side, as we all headed for the basement to play "Clue" and wait out the stormy weather, it gave me the chance to catch up on some of the wheeling and dealing going on in the Valley. Down in the dark Forced into the darkness and at a loss for space, it only makes sense that some deals might develop. Apparently, Intel and Netscape are hammering out some plans to create a combined Web site to promote their products and sell them as well. But when I cornered one of the Intel storm refugees to ask him how far any collaboration might extend and if an acquisition was in the offing, all he could do was laugh. Evidently the two companies don't get along all that well. At least he forgot about the storm for a while. Being forced into a basement might be the only thing that will bring about the much ballyhooed deal between Bay Networks and either Lucent or Nortel. It seems that both companies have made offers to acquire Bay, but so far both have been rejected. Bay's head honchos apparently want a cool $80 per share for the company, almost three times what the company's stock is currently going for. At least one Cringe tipster passed a note over with his cards during the game. It said that Oracle will replace its sales and customer-service solution -- which was cooked up hurriedly for release this spring and has gotten a lackluster response -- through a partnership with a major independent sales-force automation company. Although he couldn't say which company would partner with the Big O, he did rule out Siebel Systems. True, Siebel is big in its field, and its headquarters are just a quick scramble to Oracle's storm doors, but it was founded by former Oracle sales executive Tom Siebel. Apparently there is still bad blood between him and Oracle CEO Larry Ellison. Or, as he said as he snickered over his cards, "There's only room for one egomaniac at that company." Through wind and rain And while most of the refugees were huddling around the hurricane lamp, at least two Internet-commerce companies were a lot calmer as they planned to make good on recent success. Rumor has it around the shelter that both Intershop and Interworld are planning to go public with their companies in the coming months. But in Intershop's case, they plan to do so in the German market -- no doubt to avoid the bad weather and the various tax requirements that will be imposed to pay for storm damage. Now that the winds have died down, and before the next twister hits, you can pass along tips to me at (650) 312-0555; fax: (650) 286-2775; or send a message to cringe@infoworld.com. Missed a column? Go back for more. Copyright c 1998 InfoWorld Media Group Inc. \| SiteMap \|Search \| PageOne \| Conferences \| Reader/Ad Services \| \| Enterprise Careers \| Opinions \| Test Center \| Features \| \| Forums \| Interviews \| InfoWorld Print \| InfoQuote \|

To: djane who wrote (47050)	5/17/1998 6:27:00 PM
From: djane	Read Replies (2) \| Respond to of 61433

5/6/98 Luke (Lehman) report on CSCO. No ASND reference, but report discusses strength in fast growing telecom carrier and WAN segments lehman.com

To: djane who wrote (47050)	5/17/1998 7:16:00 PM
From: djane	Read Replies (1) \| Respond to of 61433

PSINet one step closer to terabit dreams David Kopf, May 13, 1998 americasnetwork.com Internet service provider (ISP) PSINet Inc. (Herndon, Va.) has added 18 dark fiber optic strands to its network, which it will integrate with its 10,000-mile, nationwide OC-48 network (acquired last February) and its 12,000-mile, transatlantic STM-1 network (acquired last March). PSINet acquired the fiber from Metromedia Fiber Network (New York) for $33.2 million, with a contract that will release the fiber to the ISP for the next 20 years. The 18 newly acquired, dark fiber strands cover the New York City metropolitan area (four strands), the Washington metropolitan area (four strands), and the route between the two East Coast points (10 strands), according to a company spokesperson. The New York-to-Washington link will include multiple drop-offs to Newark, N.J.; Philadelphia, Pa.; Wilmington, Del.; and Baltimore, Md. Using wavelength division multiplexing (WDM), PSINet's new fiber will be able to carry 96 Gbps, and the ISP says that it expects improvements in dense wavelength division multiplexing (DWDM) will let it increase bandwidth to 2 Tbps. Why all the network muscle? Internet telephony, according to William L. Schrader, PSINet's chairman, president and chief executive officer. "I anticipate that more than 80% of all voice traffic in the world will be carried by the Internet within five years," Schrader says. "While some switched voice traffic may remain on the traditional PSTN [public switched telephone network], I believe the entire market will be dominated by the Internet. In order to service these burgeoning demands, PSINet requires large amounts of capacity in this corridor." Despite the newly added fiber, PSINet has not yet announced any voice/IP services, but expects to do so later this year, the company says. In any case, PSINet still has to light the fiber. The ISP plans to buy and activate the optical equipment necessary to bring the network online over the next five years. PSINet expects lighting its dark fiber to cost approximately $45 million. A portion of PSINet's recently completed $600 million financing will pay for the fiber and equipment, the company says. Back to home Copyright 1998 Advanstar Communications. Please send any technical comments or questions to the America's Network webmaster.

To: djane who wrote (47050)	5/17/1998 7:23:00 PM
From: djane	Respond to of 61433

Pulver Points(tm) on the Internet Telephony Industry pulver.com:80/points/ May 18, 1998 I've decided to chisel some of my current observations about the trends in the Internet Telephony space in digital stone since I hate being misquoted by the press (or at least quoted out of context). 1. It's a done deal. Future Public Networks will be IP based. Until recently we all have been putting Data over Voice Networks. Now we will be putting Voice over Data Networks. 2. Not a 1998 Threat to Service Revenue. Despite the Hype propagated by the media and mis-informed market analysts - in the current US$ 70 Billion Dollar Global Minutes Marketplace - 1998 Revenue for IP Telephony Minutes will be no more than US$ 30 million. 3. Many PSTN/IP Gateway Vendors will start to support more than one operating system - most likely NT and a favorite flavor of Unix. 4. 1999 May be the year of Gateway Interoperability. As of May, 1998 there are very few (if any) PSTN/IP Gateways which interoperate with PSTN/IP Gateways of Multiple Vendors. This issue will have a negative effect in the build out of 1998 public IP Telephony based Networks. This will have NO effect on trials or build out of private networks where it is customary to single source a vendor. (But imagine if two Carriers got together and there was close to zero interoperability between their switches? This PROBLEM needs to be addressed and corrected by the Industry by early 1999.) 5. Internet Telephony Technologies will become part of embedded systems of future IP devices. Look for many more Hybrid IP Telephony Appliances in 1999. 6. By the year 2000, look for IP to be a supported protocol on the 5ES switches of Lucent, Nortel and Ericsson. 7. H.323 will not be the ONLY protocol used by most carriers and service providers when they roll out their Internet Telephony Services. H.323 interoperability has been proven and implemented with PC to PC Internet Telephony Client Software. Same can be said for PC to Phone services. But don't count on Carriers and Service providers blindly accepting H.323 as the sole protocol to run on their Phone to Phone networks. 8. In 1998 Internet Telephony is all about cheap minutes. This is not hype but fact. The Internet "Applications" will start to show up in late 1998 and early 1999 - but it is the excitement of cheap minutes that has gotten the attention of the Global US$ 800 Billion dollar telecommunications industry. But it will be because of the contributions from the Internet Telephony Industry that the Global Telecommunications Industry will grow to a US$1.6 Trillion valuation in a time span much quicker than it took to grow to today's US$ 800 Billion. 9. The Education of NextGen Telcos and PSTN/IP Gateway vendors has begun. Until recently there was no knowledge of the legacy IN environment demonstrated by many of the NextGen Telco Operators. During 1998 I have noticed a strong demand of experienced Telecom operators who have been joining the ranks of NextGen Telcos. Equally strong demand for engineers with working knowledge legacy telephony equipment/environment by PSTN/IP Gateway vendors. The growing Internet Telephony Industry could be the last major boon for IN Engineers. 10. Run Internet Call Center applications on well managed Corporate IntraNets and ExtraNets. Forget about using the Internet for customer Care unless you really don't care much about caring for your customers. 11. The Regulation of Internet Telephony will accelerate the movement of minutes off of the Public Switched Telephone Network and onto Virtual Private Networks. Jeff Pulver President/CEO pulver.com Feedback/Comments? Please mail: points@pulver.com. (c) 1998 pulver.com, Inc. All Rights Reserved.