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Technology Stocks : USW US West: New Things Happening Over the Airwaves -- Ignore unavailable to you. Want to Upgrade?

To: Punko who wrote (82)	11/25/1998 1:14:00 PM
From: Beltropolis Boy	Respond to of 161

problems and cost associated with the MEGABIT roll-out have greatly exceeded internal expectations. while i certainly won't take issue with that, it certainly hasn't done anything to hamper the stock price. we're in uncharted waters here (i.e., all-time high); i'm wondering how long it can last and if earnings growth justifies a P/E of 25. ----- Dell Joins US WEST to Ship First High-Speed Internet PCs with Factory-Installed Cisco ADSL Modems Dell Efforts Under Way to Deliver Broadband Solutions with Leading ADSL and Cable Internet Providers November 19, 1998 05:15 PM ROUND ROCK, Texas, Nov. 19 /PRNewswire/ -- Dell Computer Corporation (DELL), the world's leading direct computer systems company, will begin taking orders tomorrow for the industry's first built-to-order PCs with factory-installed Cisco ADSL modems that will provide immediate high-speed Internet access to customers who use US WEST !NTERPRISE MegaBit Services(SM). The new PCs will enable customers to access the Internet from four to 125 times faster than traditional 56K modems while using the same phone line to surf the Internet and talk on the phone. Dell(R) Dimension(R) PCs with factory-installed Cisco Asymmetric Digital Subscriber Line (ADSL) internal modems for select US WEST customers are designed to provide customers an easy solution for high-speed Internet access. In addition, service and support is provided for the modems under Dell's standard system 3-year limited warranty and 24-hour, toll-free hardware phone support. To receive this offering, customers must be in a select US WEST coverage area and their Internet service providers must support US WEST MegaBit Services. "Today's announcement makes high-speed Internet access easier for consumers to get and provides a manageable telecommuting solution for our corporate customers," said Michael Dell, chairman and chief executive officer. "Dell is working with US WEST to help confirm if our customers are eligible for US WEST MegaBit Service and custom-configure their Internet PCs with a Cisco ADSL modem that's ready for US WEST ADSL services." Dell's fast Internet PCs are the latest milestone in Dell's ConnectDirect(SM) program to deliver customers fast, easy and personalized access to the Internet. Dell announced its first high-speed Internet initiative with US WEST and Cisco in May. Since then, the company has begun working with industry leaders like Bell Atlantic, SBC, @Home and 3Com to provide high-speed Internet access on Dell's Dimension PCs for home and small business customers. US WEST provides MegaBit Services to customers in more than 40 cities across its 14-state region, including Denver, Phoenix, Seattle, Portland, Minneapolis, St. Paul and Salt Lake City. US WEST's MegaPak option starts at $59.95 (a) per month and combines MegaBit Services and US WEST.net, the company's Internet service provider. US WEST.net offers unlimited Internet access to customers in 45 cities in the US WEST region. "US WEST (b) was the first to launch broad-based deployment of ADSL technology. Now in conjunction with Dell and Cisco, we will be the first to provide ultra-fast Internet access on PCs that are fully ADSL-equipped with factory-installed Cisco ADSL modems, making it even faster and more convenient to get customers online with MegaBit speeds," said Joe Zell, president of US WEST !NTERPRISE Networking. "Dell and US WEST continue to break new ground in delivering high-speed Internet services to their customers," said Kevin Kennedy, senior vice president of the service provider line of business at Cisco Systems. "The delivery of factory-installed Cisco ADSL modems furthers Cisco's New World objectives while increasing the ease of delivering end-to-end ADSL solutions to businesses and consumers and decreasing the operational costs to service providers, like US WEST."

To: Punko who wrote (82)	12/3/1998 9:34:00 AM
From: Beltropolis Boy	Respond to of 161

for what it's worth ... ----- 07:42 PM ET 12/01/98 RESEARCH ALERT - Baby Bell price targets raised NEW YORK, Dec 1 (Reuters) - Lehman Brothers said Tuesday telecommunications analyst Blake Bath raised his price targets on the regional Bell operating companies (RBOCs), citing accelerating revenue growth and higher overall stock market levels. -- said sets the following new price targets for the regional Bells: Ameritech Corp. - $70 a share; Bell Atlantic Corp. - $65 a share; BellSouth Corp. - $93 a share, GTE Corp. - $79 a share; SBC Communications - $53 a share and U S West Inc. - $74 a share. The previous price targets were not immediately available. -- said believes market is in early stages of appreciating the dramatic change in revenue composition of the Baby Bells as they shift away from slower-growth domestic voice telecom operations towards growth markets like data, wireless and international. -- said six years ago data, wireless and international accounted for less than 15 percent of revenue for each of the regional Bells. These areas now represent about a quarter of the Baby Bells revenues and most of their growth.