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To: Abel Vieira who wrote (310)5/5/1999 5:54:00 PM
From: pat mudge  Read Replies (1) | Respond to of 2347
 
By today's close it appears the selling's slowed down.

Here's the latest from Cable and Telecoms Europe:
inside-cable.co.uk

5th May 1999
STOFA MOVES WITH DOCSIS MODEMS

Or use your browser BACK button to return to the previous page. Denmark's second largest cable operator, Telia Stofa, is to use Com21's DOCSIS-compliant DOXport cable modems. Stofa has more than 162,000 subscribers and operates 26 community cable networks. Telia Stofa began commercial high speed cable Internet operations using Com21's proprietary ATM-based ComUNITY Access system in 1997 but is now proposing to move to standards based and inter-operable products.




To: Abel Vieira who wrote (310)5/6/1999 3:36:00 PM
From: pat mudge  Read Replies (2) | Respond to of 2347
 
Maybe you can help me figure out the ties between the companies involved with the HSA IPO:

newsalert.com


In addition to the shares offered, Cisco Systems Inc. has agreed to purchase $7.5 million of the common stock, Com21 Inc. has agreed to purchase $1 million of the common stock and Microsoft Corp. has agreed to purchase $10 million of the common stock, in a concurrent offering, the company said.

Vulcan Ventures Inc., an affiliate of Microsoft co-founder Paul Allen, beneficially owns 54.2 percent of the common stock before the offering.

Vulcan also owns Charter Communications Inc., one of the ten largest largest cable system operators in the country. Charter has agreed to provide High Speed Access with exclusive access to at least 750,000 homes passed by cable, and Vulcan has an equity incentive to cause Charter to provide the company up to an additional five million homes, the filing said.


Paul Allen's Vulcan Ventures owns Charter Comm., and has an interest in HSA. The three vendors involved in the IPO are CMTO, CSCO, and MSFT. We know CMTO and CSCO have a co-development and marketing agreement, and we know MSFT is working with Philips on their cable OS and that Philips is a major CMTO customer. Can I conclude that CMTO's modems use WindowsCE? This must be an easily-answered question, but I couldn't find the answer on CMTO's webpage. Considering the recent AT&T-MSFT news, it would be worth knowing how incestuous these Vulcan friends are. I would hate to connect dots incorrectly.

Thoughts brought on by an article in today's LATimes:
latimes.com

Pat




To: Abel Vieira who wrote (310)5/6/1999 3:58:00 PM
From: pat mudge  Respond to of 2347
 
Philips mentions:

netsitesys.com@c:/ftphome/netsitesystems/pbny2k/pbny2k?y2kcat=cc-com21

news.philips.com

<<<
Good networking

TITUS, one of Japan's largest cable operators with franchise areas of nearly two million homes, is launching commercial cable-driven data services using a Com21 CommUNITY Access System supplied by Philips Broadband Networks.

The Com21/Philips partnership, which offers advanced ATM-based technology from the former and technical support capabilities from the latter, has successful installations in nearly 20 countries worldwide.

October 20, 1998
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