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Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?


To: Mike who wrote (4971)2/2/1999 1:28:00 PM
From: riposte  Respond to of 7342
 
This just in Overheard at tech '99 conference



Harvey Scull, Tellabs' (TLAB) vice president of advanced business
development, said that, in order to develop a strong public network, the
industry must focus on making it "ultrareliable," and it should be
competitively priced with current phone services. He added that the key
to the public network's success will be clear voice services. "If you
follow the money," Scull said, "the money's in voice."



FULL TEXT @
cbs.marketwatch.com



To: Mike who wrote (4971)2/2/1999 3:08:00 PM
From: Rafael Silva  Read Replies (1) | Respond to of 7342
 
To answer your questions, please check out post #5492 at the Yahoo message board. Good luck!

Rafa. :)



To: Mike who wrote (4971)2/2/1999 4:20:00 PM
From: CareyM  Read Replies (1) | Respond to of 7342
 
Cablespan Question from SI Site
by: ChicagoTRS (M/Chicago, IL)
5492 of 5493
I thought I would take a stab at answering this Cablespan question posted on the SI site. Unfortunately I can't answer it there because I am not a member. Could someone please copy it to SI.

copied from SI...
>To: Jerryco (4963 )
>From: Michael J Donahue
> Tuesday, Feb 2 1999 9:21AM ET
> Reply #4971 of 4971

>Can anyone let us know which customer TLAB is working on with >the Cablespan product? Can you also confirm is this the product >that TLAB is selling the cable operators so they can manage and >offer phone
service? Who are TLAB's competition in this area? >ATT is making a major bet that this is an area of major growth >and a way into offering local phone service. As goes the leader >so does the herd?

>Is TCI or Time Warner cable customers of TLAB? If LU offers this >product I could smell a rat. ATT may do the same as they did to >CIEN so they could support LU. Does anyone see a parallel here >or is there so much potential business in this arena that there >is nothing to worry about?

>Thanks,
>Mike

Which companies Tellabs is working with on their Cablespan product? Yes Cablespan is the product that allows telephone service over coax networks. (look at the Tellabs web site, a lot of info)

Internationally..."LISLE, Ill., Nov. 10 /PRNewswire/ -- Tellabs (Nasdaq: TLAB) announced today it has signed a three-year contract, estimated to be worth more than $150 million, with Priority Telecom to deploy telephony-over-cable services in the Netherlands and France. Priority Telecom, the newly launched CLEC(competitive local exchange carrier) and integrated telephony services division of United Pan-Europe Communications (UPC), selected Tellabs' CABLESPAN solution as its broadband access platform to allow it to deliver integrated voice and high-speed data services over a hybrid fiber-coax (HFC) network..." Also I have seen Mr. Birck comment a few times in different interviews on a company A2000 in Holland that has one of the larger cable telephony networks in the world that Tellabs is involved in.

Domestically..."Lisle, Ill. -- MediaOne, the third-largest cable operator in the United States, has selected the Tellabs CABLESPAN 2300 universal telephony distribution system for commercial deployment of telephone services over hybrid fiber/coax (HFC) networks. Using the CABLESPAN system, MediaOne plans to offer integrated delivery of telephone and cable TV services in selected MediaOne franchise areas that have been identified, but not yet announced, for telephone deployment in 1998. The CABLESPAN system has undergone an extensive product evaluation process conducted by MediaOne earlier this year. The two companies are currently negotiating a contract under which Tellabs will supply a complete solution consisting of the CABLESPAN product, its element management system (EMS), and various Tellabs SelectSM professional services to MediaOne. Over a three-year period, the contract is estimated to be worth up to $100 million."

As for the ATT & TCI deal. I know Lucent no longer offers a product in the cable telephony area. At one time they did but they abandoned the business. There are three big players in the cable telephony hardware world...Tellabs, Nortel, and ADC.

Hope this answers some of your questions...TS



To: Mike who wrote (4971)2/4/1999 11:24:00 AM
From: Rafael Silva  Read Replies (2) | Respond to of 7342
 
What's happening with Tellabs share price? I hope is not the stock, It's the whole market? What do you think. Comments.

Rafa. :)