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Technology Stocks : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: j g cordes who wrote (6096)	8/23/1998 8:12:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

jg -- I checked the calls and, you're right, the volume's pretty high as is the open interest. Browsing around LMCS/LMDS sites over the past few days, I realized the most recent MainStreet News features the technology and I didn't even pick up on it. Just like the ephiphanies I walk past every day without even seeing them. Herewith some findings: newbridge.com Had we read the news carefully, we would have been alerted to the WIC Connexus contract. There's no mention of MaxLink --- incidentally, a consortium, not a company --- but there is mention of Stanford Communications. stelhq.com Click on "June 30, 1998": stelhq.com Any reason a company would form a subsidiary besides the reasons given? Stanford Communications in trials, click on "January 12, 1998": stelhq.com In this one we come full circle and find Alcatel and Stanford working together: alcatel.com Subscriber terminals are a key cost consideration for wireless access systems. The Alcatel 9900 WW, developed by the world leader in microwave radios in cooperation with Stanford Telecom, a leading supplier of radio communications modems, has been designed according to specifications set by the DAVIC (Digital Audio Visual Council) Forum. Subscriber terminals are built with lower cost components, since DAVIC specifications are designed to enable reuse of existing elements developed for other applications, such as digital direct broadcast satellite systems. mediacentral.com Elsewhere, MaxLink Communications Inc., a Montreal-based consortium that includes Texas Instruments Inc., has won a license for local multipoint communications systems (LMCS) spectrum from the Canadian Department of Industry. MaxLink received 1,000 MHz of spectrum for 33 service areas covering about half of the Canadian market. As a result, Texas Instruments' MulTipoint system should be deployed in several cities and provinces throughout Canada for communications services that include telephony, data and video, the consortium said. LMCS - it's called local multipoint distribution services (LMDS) in the U.S. - is a broadband, wireless technology that operates at 28 GHz using a network of fixed antennas to deliver communications services to subscribers. alcatel.com; alcatel.com; Wireless access in China: alcatel.com; An answer to my question about using VDSL from curb to house in tandem with wireless: Alcatel 9800 is a digital point to multipoint microwave system designed to supply high quality telecommunication services from a telephone exchange to subscriber groups distributed throughout urban, suburban and sparsely populated areas. The system operates as a point to multipoint distribution network in which the channels are distributed from one central point to several remote stations using microwave frequency bands. The last drop from the radio station to the subscriber premises can be wireline or wireless (DECT tail) with a wireless network termination installed at the subscriber premises, thus minimizing installation, operation and maintenance costs for the operator. Which brings up another question: if the last drop were wired, in this case VDSL, wouldn't the customer premise unit be a VDSL modem --- or line card built into PC? Incidentally, if VDSL comes out of the gate running and is marketed to high-rise and campus environments, what will this do to HDSL? NN and BNI: mainstreetxpress.com Nortel and BNI. It appears NN and Siemens both invested in this company before Nortel took them out: broadbandnetworks.com Great tutorial: broadbandnetworks.com Articles: broadbandnetworks.com Exciting week ahead. Later -- Pat