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To: John Rieman who wrote (40534)	5/5/1999 5:44:00 PM
From: John Rieman	Read Replies (2) \| Respond to of 50808

Cable modem wars........................... newsalert.com Competition in the marketplace is driving high levels of integration, which in turn is bringing down average selling prices (ASPs)," said Kimberly Funasaki, research analyst for IDC's Semiconductor Research program. "Broadcom is leading the cable modem chip market, although Conexant and Libit should be able to secure themselves as second-source vendors." IDC expects the strongest G.Lite modem chip vendors will be those who lead the V.90 modem chip market, including Conexant, Lucent Technologies, Texas Instruments, and Analog Devices, because of their ability to leverage an existing customer base.

To: John Rieman who wrote (40534)	5/6/1999 4:09:00 PM
From: J Fieb	Read Replies (1) \| Respond to of 50808

John R, Libit would be a nice fit, wouldn't it. One of Vulcan Venture's offspring will IPO soon ( OT of CUBE )..... Wednesday May 5, 4:26 pm Eastern Time (Note: this article is ''in progress''; there will likely be an update soon.) High Speed Access sets IPO at 13 mln shrs WASHINGTON, May 5 (Reuters) - Internet access provider High Speed Access Corp. has raised the expected value of its planned initial public offering by at least 20 percent, according to papers filed on Wednesday with federal securities regulators. In an amended IPO filed with the Securities and Exchange Commission, the Denver, Co.,-based company said it will offer up to 13 million common shares at an estimated initial price ranging from $11 to $13 per share, giving the deal a value of between $143 million and $169 million. When it first filed its IPO plan in March, High Speed Access pegged the value of the offering at about $120 million, although its preliminary filing disclosed neither the number of shares it planned to sell nor the expected price. High Speed Access, which provides high-speed Internet connections, said it has granted the offering's underwriters a 30-day over-allotment to purchase up to 1.95 million common additional shares. The offering will be made through Lehman Brothers, J.P Morgan & Co., Nationsbanc Montgomery Securities LLC and CIBC Markets. In addition to the shares offered, Cisco Systems Inc. (CSCO - news) has agreed to purchase $7.5 million of the common stock, Com21 Inc. (CMTO - news) has agreed to purchase $1 million of the common stock and Microsoft Corp. (MSFT - news) 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. After the offering, the company's outstanding common stock will total 14,657,706 shares. Net proceeds will be used to fund operating losses and capital expenditures incurred in the deployment of its services, and for working capital and other general corporate purposes, it said. (Note: this article is ''in progress''; there will likely be an update soon.) Interesting that the cable modem stocks(Tern CMTO) were boosted more by the cable telco mergers than the set top companies. If CUBE could partner with Libit the market would really GET the message and the appreciation in stock would pay for the cost of the deal in a day or two. Hope that the seeds have been planted.

To: John Rieman who wrote (40534)	5/7/1999 8:23:00 AM
From: J Fieb	Read Replies (2) \| Respond to of 50808

Libit links.......food for thought CUBE/Libit, How good a fit? fujitsu-ede.com he Fujitsu-Libit collaboration involves the joint development and marketing of a range of new devices for the DVB, set-top box and Cable Modem markets. Fujitsu's wealth of knowledge in multimedia, MPEG and set-top box technologies allied to Libit's broad knowledge and expertise in advanced digital communications technologies and modem design, will form a formidable force in this vital marketplace. Libit's latest innovation is INCA -- an enhanced DOCSIS headend cable modem termination system (CMTS) 16QAM/QPSK burst demodulator IC that dramatically increases the upstream performance of any DOCSIS cable modem. cabledatacomnews.com Home page libit.com The growing demand for communication bandwidth is creating new challenges and opportunities for equipment vendors and service providers. With proprietary technologies and unrivaled expertise, Libit provides the core silicon solutions that empower high-speed Internet access, IP telephony and digital TV applications. Serving global manufacturers of cable modems, cable set-top boxes, and digital televisions, Libit is an innovative pioneer at the forefront of the broadband revolution. Cable modems=Voice over IP libit.com LIBIT DEMONSTRATES VOICE OVER IP AT WESTERN CABLE SHOW Cable Modem with Dual Application of Internet Access and VoIP Provides Cable Operators with Preview of Coming Revenue Opportunities ANAHEIM, CA-December 2, 1998-Attendees at the Western Cable Show will be able to sample the future by placing phone calls using voice over IP (VoIP) technology at the Libit exhibit in CableNET '98. Libit, a leading provider of silicon solutions for digital cable applications, will by demonstrating its latest cable modem reference design which has the capability of simultaneously transmitting VoIP as well as data. These applications are viewed by the industry as significant revenue opportunities for cable operators in coming years. "Libit is pleased to be participating in CableNET '98 where CableLabs has assembled another impressive collection of leading edge technologies," said Jacob Tanz, vice president of North America sales and marketing. "Our contribution to this year's exhibit is to show how a cable modem can support multiple applications, especially voice over IP." The Libit demo will be performed using the LBT400E DOCSIS cable modem reference design. This cable modem configuration fully supports all of the DOCSIS specified requirements for broadband communication along with telephony interface, allowing simultaneous data and voice communication. A 10BaseT port provides the interface for the customer PC while an RJ11 connector establishes the connection to standard telephones. The telephony circuitry in the LBT400E includes a Subscriber Line Interface Card (SLIC) which provides the DC powering, ringing and supervising function for the telephone. A CODEC converts the analog transmission to digital. The circuit also includes far-end echo suppression, touch-tone signal decoding, and loop voltage supply. The LBT400E incorporates Libit's high-performance, low-cost RF design; the LBT 4030 DOCSIS CM integrated transceiver; the LBT4230 DOCSIS MAC IC; and an embedded CPU. Libit's cable modem technology has been tested for interoperability at CableLabs, and has successfully interoperated with Cable Modem Termination Systems (CMTS) built by Toshiba, Nortel/Bay Networks, Motorola, Cisco and 3Com. ...................................................... CUBE would get to work very hard to get all this added onto one piece of silicon, DIVI would get to add all these features into set tops. Both division would benefit as compared to another cable modem company , say like TERN, CMTO, which have no silicon of their own. Bold, aggressive, fits ABs set top vision? Some wind would get sucked right out of BRCMs sails and into CUBE's. Any thoughts out there? The risk-That they fail to get it all integrated.

To: John Rieman who wrote (40534)	5/15/1999 6:45:00 PM
From: J Fieb	Respond to of 50808

JR, Is Libit still evading capture by the big guys? Any help out there. Lucent agrees to buy cable Net chipmaker By Bloomberg News Special to CNET News.com April 4, 1999, 9:55 p.m. PT HERZLIA, Israel--Lucent Technologies has agreed to buy Israel's Libit Signal Processing, a maker of chips that enable Internet access through cable television, for $250 million, according to a Libit shareholder. Three U.S. companies bid for the privately held Libit, said Ze'ev Holtzman, chief executive officer of Giza Investments, a Tel Aviv investment firm that holds 7 percent of Libit. Herzlia-based Libit and New Jersey-based Lucent, the largest maker of telecommunications equipment, "have an understanding," he said. If the transaction takes place, QUOTE SNAPSHOTMay 14, 1999, 1:44 p.m. PTLucent Technologies Inc. LU58.5000-2.5000 -4.10% by symbol by name > more from CNET InvestorQuotes delayed 20+ minutes it will add to Lucent's investments in Israeli technology and enable Libit to expand. Last year, Lucent bought Ra'anana-based WaveAccess for $56 million, giving it a technology for sending data on wireless networks. It also bought Tel Aviv-based Lannet, a maker of switches for routing voice and data traffic, for $117 million. "The three U.S. companies bidding for the company all gave almost identical proposals," Holtzman said. Libit "decided on the best potential match from a strategic point of view." Libit declined to comment regarding negotiations. "The company still hasn't been bought," said Sharona Tadmor, an assistant to Libit's president and chief executive, Ehud Weinstein. Chipmaking giant Intel holds 5 percent of Libit, founded in 1994 by scientists and engineers, and General Electric Co.'s GE Capital unit holds 3 percent, Holtzman said. It would be nice if they would evade capture by the Big guys for awhile. Anyone got any newer news? Thanks in advance.