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To: zbyslaw owczarczyk who wrote (10264)	3/13/1999 7:50:00 AM
From: Glenn McDougall	Respond to of 18016

BCE looks due south for partnership Up to 20% stake: Ameritech possible ally for Canadian icon Michael Lewis, with files from Theresa Tedesco Financial Post BCE Inc. is considering a deal with a U.S. partner that could see a Baby Bell take a significant equity stake in Canada's largest publicly traded company, industry observers and sources close to BCE said yesterday. They said a research firm has been conducting focus groups in Ottawa and Montreal to gauge public reaction to the prospect of BCE, which controls quintessentially Canadian corporation Bell Canada, ceding as much as a 20% share to a U.S. interest. BCE spokesman Don Doucette acknowledged the Montreal-based holding company is in discussions at any given time with "several players," including telecommunications companies in the United States, talks that could lead to an equity arrangement. He said officials could be willing to sell a share in BCE, whose stock is the most widely held in Canada, but would not say if a deal is in the works. Mr. Doucette did allow, however, that "this is increasingly a North American market," noting Bell last week announced a strategic alliance with long-distance company MCI WorldCom Inc., based in Jackson, Miss., that will see Bell distribute MCI's data and voice products, excluding Internet services, to business customers across Canada. Eamon Hoey, a telecommunications industry consultant in Toronto, said one prospective BCE partner could be Chicago's Ameritech Corp., which controls regional phone companies in Michigan and Illinois and has customers in 40 countries. Other sources suggested Ameritech is now conducting due diligence of BCE and may acquire a 20% share in a multi-billion-dollar transaction. Mr. Doucette would not comment on the speculation. "We have no announcement to make at this point," he said. And Ameritech spokesman Geoff Potter declined to say if the company is pursuing an entree into Canada and said he was not aware of a pending partnership with BCE. Ameritech, which is merging with SBC Communications Inc. in a $62-billion (US) deal expected to close in the second half of 1999, has taken equity minority positions in telephone and cellular companies around the world, particularly in Europe. Mr. Hoey said BCE could be interested in a partnership with Ameritech or another U.S. local and long-distance voice and data carrier to strengthen its reach beyond Canada. Ameritech, with more than $50-billion (US) in assets, offers cellular, paging, cable and Internet products, along with local and long-distance calling in 50 states. Mr. Hoey said an Ameritech position in BCE could freeze out Bell Atlantic Corp., which will have a stake in Bell Canada competitor BCT.Telus Communications Inc. as a result of a pending merger with GTE Corp. News of BCE's discussion with possible U.S. equity partners follows last week's announcement that New York-based AT&T Corp.'s Canadian unit is merging with MetroNet Communications Corp. in a deal valued at $7-billion. Earlier this year, Bell announced plans to transfer its entire operator division to an Arizona-based call centre company. It has since relented and said it will take a majority stake in the U.S. company. It will offer operators employment in Canada with a new division.

To: zbyslaw owczarczyk who wrote (10264)	3/13/1999 7:59:00 AM
From: nord	Read Replies (3) \| Respond to of 18016

From small beginnings The numbers that were provided at last week's ADSL Forum meeting in Washington, DC: Domestic US: 45,000 Worldwide: 75,000 These numbers represented the total number of subscribers to ADSL at the end of 1998. Cable and ADSL Modem Market Shares Separate the Market Leaders from the Spin Doctors Analog Modems Recover After Slow 1H98 NEWTON, MA - The first report in Cahners In-Stat Group1s new Analog and Digital Modem Quarterly service revealed that despite the hype, actual shipment information shows that of the many vendors that have announced products, only an elite group are shipping in volume. In addition, for the fourth consecutive quarter, cable modems are clearly outpacing ADSL modem shipments. Cahners In-Stat Group also found: €Cisco, Nortel, Alcatel and Paradyne led the ADSL market with 32%, 15%, 13% and 5% unit market share respectively for Q498. €Cisco and Alcatel led for year-end 1998 with 27%and 17% market share. €The cable modem market is top heavy with Motorola and Bay Networks totaling over 60% of the market in Q498. €Motorola remained the market leader throughout 1998, ending the year with 40% market share, followed by Bay Networks, Com21 and Terayon with 24%, 8% and 6% unit market share respectively. "Early service provider customer wins have been critical for vendors vying for both mind share and market share in the cable and ADSL modem markets," said Shannon Pleasant, senior analyst with Cahners In-Stat Group. "This market will continue to be volatile over the next year as the battle between proprietary versus standards-based systems heats-up and service providers broaden existing deployments." The new report, Analog and Digital Modem Market Shares, also reveals the continuing recovery of the analog modem market, which grew 7% sequentially in Q498, representing 14 million modems shipped and $1.4 billion in sales. 3Com led the market with 41% unit share for Q498 and 38% share for year-end 1998. Internal board manufacturers, CIS/Wisecom and Maxtech rounded out the top three with 10% and 7% market share. These two vendors continue to take advantage of the shift towards low-cost internal modems sold directly to the PC OEM channel and bundled with new PC shipments. Cahners In-Stat Group is a high-technology market research firm with comprehensive understanding of computer and convergence, networking, wireless, telecommunications, Internet and semiconductor markets. Headquartered in Newton, Mass., offices are also located in Scottsdale, Ariz. and San Jose, Calif. Cahners In-Stat Group is part of Cahners Business Information, the largest publisher of specialized business publications in the United States and a division of Reed Elsevier. For more information, contact: Shannon Pleasant Cahners In-Stat Group 602.483.4460 E-Mail: shannonp@instat.com Christina Hecht Cahners In-Stat Group 602.483.4443 E-Mail: christinah@instat.com Regards Norden

To: zbyslaw owczarczyk who wrote (10264)	3/13/1999 8:24:00 AM
From: Glenn McDougall	Read Replies (1) \| Respond to of 18016

Newbridge block trades for Friday March 12th. Please note who did the trades. NNC Merrill Merrill 100 46.00 Newbridg NNC Merrill Merrill 500 47.20 Newbridg NNC Merrill Merrill 150 47.10