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To: Kenneth E. Phillipps who wrote (3039)3/9/1999 6:05:00 PM
From: MikeM54321  Read Replies (1) | Respond to of 12823
 
Ken,
Read MSFT's press release of today concerning HK Telecom. That will confuse you more. MSFT is going to be working with HK Telecom to supply all kinds of broadband services over fiber/copper networks, yet no one mentions with what technology? Has to be some xDSL flavor, yet I didn't read that anywhere. Has to be, right?

BTW, I think it was very smart move on MSFT's part to get into that market. It was important enough for Bill Gates to get on a plane and do the deal himself. They will love MSFT over there. Their stock market even got excited about it a few days ago (and the Disney announcement too). Pretty interesting stuff.
MikeM(From Florida)



To: Kenneth E. Phillipps who wrote (3039)3/10/1999 7:59:00 AM
From: MikeM54321  Respond to of 12823
 
Re: Nortel and AT&T

Ken,
Just heard on CNBC news about NT - AT&T. It's interesting because it really has nothing much to do with getting circuit-switched voice over cable. As we know, NT has EVERYTHING AT&T needs to do voice over TCI's cable plant, yet the news has only to do with AT&T's plans to go from circuit-switched to packet. But I guess it's another feather in NT's cap, nonetheless.
MikeM(From Florida)

PS BTW, FCC's Kennard has almost mandated AT&T spend money. Kennard cut this deal when he agreed that AT&T could own, exclusively, the HFC cable network T plans to build.
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AT&T Selects Nortel Networks as a Potential Supplier for Network Evolution and Expansion

RESEARCH TRIANGLE PARK, N.C., March 10 - Nortel Networks NT announced today that it has been selected by AT&T T as a potential supplier for advanced voice switching systems that will support the evolution of the AT&T Worldwide Intelligent Network.

The agreement, which is contingent upon the successful certification of the Nortel Networks' DMS-250 for use in the AT&T network, will provide a platform for future packet-based services as the DMS-250 system evolves to a Succession Network -- recently announced by Nortel Networks.

''As a part of our continuing work in support of our multi-vendor network, we are evaluating the Nortel Networks DMS-250 for potential use as we evolve our long distance network from circuit- to packet-based switching,'' said Dan Sheinbein, AT&T vice president, Network Architecture and Development. ''The DMS platform's current capabilities and planned evolution path make it a good choice for evaluation for use in the AT&T network.''

''The DMS platform delivers the services AT&T needs today, while supporting their transition to a packet-based network,'' said George Smyth, senior vice president, AT&T Account at Nortel Networks. ''We look forward to working side-by-side with AT&T as they continue to expand and transition their local and long distance networks towards a packet-based solution.''

An open, standards-based solution, the Succession Network will enable service providers to offer the revenue-generating telephony services that drive the bulk of their business today and the new end-to-end Internet Protocol (IP) services that the market is demanding -- all without the expense of a data overlay network.

The agreement provides terms and conditions under which the Nortel Networks' DMS-250 could be deployed in the AT&T network, providing an architecture to gracefully grow and evolve long distance network capabilities as the industry moves towards packet-based applications. AT&T is also expanding their multi-vendor local services network -- offering advanced voice and data applications using the Nortel Networks' DMS-500 multimedia platform.





To: Kenneth E. Phillipps who wrote (3039)3/12/1999 6:16:00 AM
From: MikeM54321  Read Replies (1) | Respond to of 12823
 
Re: Estimates of Near Term, "Network," Spending

Ken & Thread,
If you hit this link: bloomberg.com
Scroll down to Nina Aversano's (Lucent's division Pres) speech. Her first 8 minutes is packed full of their estimates of growth potential in the networking sector.
MikeM(From Florida)