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To: Melissa McAuliffe who wrote (4520)10/28/1998 9:44:00 PM
From: froland  Read Replies (1) | Respond to of 9236
 
All: Have been lurking for nearly a year and arbitrarily chose tonight to debut on the thread.

We all know that cable modems have a two year head start on xDSL in the high-speed residential market. With ITUs approval of the G.lite recommendations, the Telcos are in a much better position to compete with the cable internet providers. Might that have contributed to execs of @HOME Networks deciding to sell shares now that their competitive landscape has changed?

wired.com

EE-Times ran a generic article on ITUs activities related to xDSL.

eet.com

froland.




To: Melissa McAuliffe who wrote (4520)10/28/1998 10:15:00 PM
From: Scrapps  Read Replies (1) | Respond to of 9236
 
"Hitachi and Samsung are paying 1.5%"

That is the word I get in regard to RMBS. The thought is that either the licensing fee or royalty are negotiable, which to me makes sense...since deals can and do vary in size and value.



To: Melissa McAuliffe who wrote (4520)10/29/1998 1:51:00 AM
From: Michael Berkel  Read Replies (1) | Respond to of 9236
 
<<That article in Fortune about hot companies>>

Perhaps I missed an earlier post re above. Nevertheless, could you
please show me the Fortune article online or fill us in what it
entailed?
Thanks,
Mike