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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (3890)	5/26/1999 8:45:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

Mike, Thread... This is an OT Post on Y2K Preparedness I obtained this from the NANOG list, ( the North American Network Operators Group). It concerns the Securities Industry Association's (SIA's) Y2K Contingency plan. Aside from the url, which points to the actual plan model, you might find some of the poster's observations below both informative, and amusing, depending on your perspective. I would hope that you find it both interesting and useful. Just a word about the actual file for you folks who are operating without the benefit of an office LAN operating at super high speeds, or, like myself, who have not yet been graced with DSL or cable modem. It's in pdf format, and runs about 2MB deep. Also, bracketed terms such as "[xyz]" are mine, to protect the innocent. Regards, Frank Coluccio --------------------From NANOG: [ xyz] = mine, to protect the innocent. "If you would like to see what a contingency plan looks like, the Securities Industry Association released its industry Y2K contingency plan yesterday. sia.com "The SIA tends to refer to the Internet as the "web." How many network planning folks were aware one alternative for maintaining market operations is using the web to post prices? I'm glad the financial industry has such confidence in our ability to continue to deliver service even if other communication systems fail. "Also after the NANOG meeting [we] received a few additional comments on [our] presentation. I would like to clarify a few things. 1) [We]I did not mean to imply that [our organization] has completed all of its Y2K preparations. See Year 2000 Readiness Disclosure Statement. 2) The US Government is (at least one US Senator has strongly suggested it, so it seems pretty likely it will be done) setting up a Y2K network which is independent of the normal telephone network (satellite, HF radio, and other government communication assets) including electric grid controllers and 'major' telephone company management centers. However, at the current time no ISP NOC has asked or been asked to participate. Even at those companies which have both a voice NMCC and an ISP NOC, the ISP part of the company has generally been left out. [We] covered some of the reasons in my talk (although perhaps a bit obliquely). 3) [We're] not recommending using the FCC 'emergency' rule to attempt ISP NOC communication. I think even the hams would agree, without training and experience such ad hoc radio networks tend to quickly become unusable. And no, [we] don't think having a ham license is sufficient (or necessary) experience. [We'd] rather teach 10 law firm receptionists how to use a radio if I want to be sure the message will be delivered to the correct person without being garbled, for many of the same reasons you don't hire your typical telephone engineer as a telephone receptionist." --

To: MikeM54321 who wrote (3890)	5/26/1999 1:27:00 PM
From: Carolyn	Respond to of 12823

There is a lot of discussion regarding Paul Allen and his holdings on the GNET thread, because of his investment there. WallStreetTips is frequently updating the list of his holdings which gives a lot of insight into PA's vision of his "Wired World" (what he calls his holdings.)

To: MikeM54321 who wrote (3890)	5/26/1999 4:25:00 PM
From: Darren DeNunzio	Read Replies (1) \| Respond to of 12823

Terayon's Modem Systems Operate in Unused Roll-off Region of Cable Networks ORLANDO, Fla.--(BUSINESS WIRE)--May 25, 1999--Terayon Communication Systems, Inc. (Nasdaq:TERN - news) today demonstrated its cable modem system operating in the roll-off region of a cable network - the portion of a cable network generally unused for cable operations. The demonstration was made at the Society of Cable Telecommunications Engineers' Cable-Tec Expo '99, taking place here this week. By utilizing the roll-off region in the downstream portion of their networks, cable operators can provide Internet access and other data and telephony services without sacrificing the bandwidth for video channels or other services. The ability for Terayon's S-CDMA (Synchronous Code Division Multiple Access) based cable modems to operate in the roll-off region is made possible by the receive equalizers built into each modem. These equalizers compensate for the signal loss inherent in the roll-off, and can work in up to 14 db of tilt per 6 MHz channel. In a 550 MHz cable system, for example, Terayon's cable modem system can reliably deliver raw data at rates of 14 Mbps, while operating in the roll-off region. ''The ability of our S-CDMA-based cable modem system to operate in unused spectrum helps operators use their systems to the fullest,'' explained Shlomo Rakib, Terayon's president and chief technology officer. ''Operators must maximize the capacity of their systems as they deliver new and more demanding broadband services.'' Terayon systems are deployed by leading North American cable operators, including Cablevision Systems, Rogers Cablesystems, Shaw Communications and TCA Cable TV, as well as by major cable operators in Europe, Asia and Latin America. Terayon's cable modems have the high capacity and reliability to support a broad range of residential and commercial data services across cable plants, ranging from all-coaxial systems to hybrid fiber/coax (HFC). Terayon's systems incorporate sophisticated Quality of Service (QoS) capability, allowing control of bandwidth in precise increments. This allows broadband service providers to offer tiered services to their subscribers -- from residential Internet access to business services for data and telephony. Terayon's cable modem systems, based on S-CDMA technology, provide reliable two-way performance over the broadest range of cable systems. In addition, the high reliability of Terayon's S-CDMA technology provides cable operators with lower operating and maintenance costs.

To: MikeM54321 who wrote (3890)	5/26/1999 4:25:00 PM
From: lml	Read Replies (1) \| Respond to of 12823

Mike et al. IMHO, Paul (via Charter Media) is positioning itself for a major acquistion in LA, namely, assets owned by recently merged Adelphia/Century Communications. Paul Allen wanted CTYA's assets badly but was outbid (or unwilling to outbid) other interested parties. Leonard Tow, who held 80% of CTYA's stock, opted to accept the bid of his long time crony, John Rigas of Adelphia. Why was Adelphia's bid more attractive? Tax implications. Adelphia's bid was in the form of stock; Paul's wasn't. Charter Media has yet to go public. I believe Charter has planned an IPO for later this year. After it does, expect Paul to use its stock to acquire a major cable franchise -- like Adelphia/CTYA. JMO. Note the announcement today of a swap of assets b/w Adelphia & Jones Intercable assets. Hmmm. Sorry, Frank C., that I haven't been able to respond to your post 2 weeks ago. This thread is too substantive for me to troll thru 30 posts an evening. Not the count is up to 'bout 150. But "I'll be baaack!"