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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (71930)	10/14/1998 10:54:00 AM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

y'all may not follow ADSL much, but consider this article and it's implications for the PC world: (the bottom line is that DT is abandoning cable for ADSL switching through telephone lines. DT is the largest telephone company in Europe. to utilize ADSL you need a PC. ADSL's main use (expected in less than one year)is for bringing down the cost of long distance service in Europe as accessed through your PC. It is also for faster internet service. it all works together. the fact that DT is abandong cable over ADSL makes the PC that much more important. GTE is also planning on ABANDONING it's cable plans in favor of ADSL switching. Why? mainly cost of operation/implementation.) courtesy of Eliot Weissberg Friday September 18 11:45 AM EDT German telecom shifts from cable strategy to phones By William Boston BONN (Reuters) - Germany's Deutsche Telekom, Europe's largest telecommunications company, has changed its strategy for developing multimedia services, shifting focus from cable television to its basic phone network, beefed up with new technology. Telekom officials briefing reporters late Thursday confirmed that one factor driving the company's plan to spin off its cable television network is the conviction that it is no longer needed to provide high-end multimedia services. Video on demand, pay-per-view television and other services expected to drive the coming revolution in interactive entertainment and business will become increasingly available in the next few years over basic telephone lines. ''In the mid to long-term we will be able to offer pay-per-view and video on demand over the phone network. That's what we want to focus on now,'' Telekom board member Gerd Tenzer told reporters. Telekom had been high on the possiblities of the wide bandwidth delivered by cable TV lines, and not considered possible via conventional telephone switches. The secret behind Telekom's change of heart lies in the promise of a new technology that greatly expands the capacity of digital transmission over copper phone lines, called Asymmetrical Digital Subscriber Line. Telekom operates one of the largest of the ''ADSL'' pilot projects worldwide, involving more than 450 businesses and private customers in Bonn, Cologne, Duesseldorf and Dortmund. It plans to roll out the service to 70,000 homes and businesses in eight large cities by the end of next year. The company expects full coverage of Germany's ''core regions'' by 2003. The ADSL project is modelled on Telekom's successful development of an earlier digital technology, Integrated Services Digital Network, which now accounts for nearly 20 percent of its base of around 46 million total ''channels'', which combines total phone lines and ISDN channels. For businesses, the high-speed high-speed telephone line connections will make it easier to connect isolated computer networks, local area networks, improving internal communication and data sharing. The high-speed ADSL system will transmit data at a speed of up to eight megabits per second downstream -- from network to customer -- and at up to 768 kilobits per second in the opposite direction over existing copper telephone lines. The fastest analogue modems now in use have transfer speeds of 56 kilobits and ISDN lines top out at 64 kilobits. Broadcast services, now the mainstay of the cable TV service offered by Telekom, are not yet possible over ADSL networks, but it appears that Telekom sees more opportunities for adding multimedia revenues through on-demand services. Deutsche Telekom's supervisory board earlier this week approved the company's plan to spin off the cable TV network, its assets, services and personnel into a separate company beginning in January and to be completed next year. The company wants to break up the network into six regional companies and is speaking to potential investors to take stakes in the new companies. Telekom has even said that it could imagine pulling out of the cable TV network in some regions altogether, an indication that it will focus on offering Internet-related interactive services in future over the phone lines and not via cable. Although Telekom would not block the new investors from upgrading the existing cable TV network for telephone service or interactive services, it seems to view mainly as a vehicle for digital TV and would carefully weigh any new investment. Telekom is also considering a model in which it would sell stakes in the cable network to a bank or group of banks who would then take over the search for investors. Tenzer would not elaborate on talks with investors and declined to comment on speculation that U.S. software giant Microsoft Corp (MSFT - news) and Germany's largest regional bank Westdeutsche Landesbank were among the candidates. Breaking up the network could help ease pressure from regulators, who scrutinize Telekom as former state monopoly. (Reuters/Wired) dailynews.yahoo.com.

To: Boplicity who wrote (71930)	10/14/1998 11:59:00 AM
From: Mohan Marette	Respond to of 176387

<CPQ) Comfortable for Q4. Greg: Regarding Briefing Com's comment about CPQ/DEC,I heard that CPQ will only derive the full benefit from DEC in Q4 and I have a feeling they should do quite well in Q4 as they get a lot of revenue from DEC's service business which obviously has a high gross and net margins. Now check this out. Wednesday October 14, 11:27 am Eastern Time Compaq Cfo Comfortable With Q4 Eps Estimates Of $0.37 (This is a headline-only alert, although it will likely be followed by an article soon)