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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (2432)	12/4/1998 11:33:00 AM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Thread, Oh, I'm finally starting to understand it. 1. Northern Telecom bought Bay Networks. 2. Bay Networks owned LANcity. 3. Now Northern Telecom is going to give up LANcity to Arris. 4. Arris is still a joint venture between NT and ANTC. 5. But since NT is giving up LANcity, they want something for it. 6. So ANTC has to give up something in return. So is this a good thing? Arris has voice over cable products(Cornerstone), so it makes sense to add cable modems(LANcity) to the portfolio of products they can offer. It appears they are trying to make Arris a one-stop shop for voice over cable products. Doesn't sound like such a bad idea, ONCE you figure it all out. DenverTechie, Didn't you say you were very impressed with Cornerstone's voice over cable products before? Wouldn't Arris control of LANcity modems make the Cornerstone product even more atractive to MSO's looking for a more complete, "turnkey package," to deliver voice over cable products? Thanks, MikeM(From Florida)

To: MikeM54321 who wrote (2432)	12/4/1998 10:54:00 PM
From: Hiram Walker	Read Replies (1) \| Respond to of 12823

Mike, that statement was from the press releases posted by PR Newswire,and Businesswire. biz.yahoo.com Its buried towards the bottom. NT is supplying all the voice equipment for Arris,ANTC is supplying all the basic fiber optic products. ANTC has no voice capabilities that I know of,only data. It seems to me that NT is putting pressure on ANTC to fork over most of the control of Arris,and considerable monetary value to stay part of Arris. Well TCOMA also pressured ANTC in carrying the cost of all the installation of hardware for them. ANTC has to bill later the things TCOMA uses,sort of like a consignment deal. It seems to me that ANTC runs scared most of the time,and buckles under very easily. I think their management is made up of Don Knotts look-alikes. Hiram