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Begriffe und/oder Benutzer

 

Morgen,
nach den anstrengenden und verrückten letzten Tagen möchte ich mit diesem thread eine Rückkehr zur Sachlichkeit versuchen. Aus diesem Grund eröffne ich diesen thread auch im reg board, um "Störschüsse" seitens teils mehrfachregistrierter Diskussionsteilnehmer zu verhindern. Ich denke, jeder, der hier an einer Diskussion teilnehmen will, kann auch seine volle Identität preisgeben.
Ich bitte W:O das zu respektieren und diesen thread nicht zu verschieben.

Bei all der Diskussion um Inter-Nordic, der Zuverlässigkeit des Managements, der Hintergründe für die Hexenjagd in den Medien etc., etc. war es sehr angenehm zu bemerken, dass es auch boardteilnehmer gibt, die sich weiterhin mit der in der nächsten Zeit wohl interessantesten Frage beschäftigen: was und wer steckt hinter dem Großauftrag in Israel ?

zunächst einmal ein paar Hintergründe:

Ende der 80er Jahre wurde in Israel das Kabelnetz privatisiert. Es wurde in 3 gleich große Teile aufgespaltet. Die Konzession für die Nutzung dieser Teile erhielten 3 private Firmen:

Tevel (http://www.tevel.co.il)
Golden Channels (http://www.aztv.co.il
Matav (http://www.matav.co.il



Alle 3 Anbieter erreichen mit ihren Netzen ca. 600 000 Haushalte, alle 3 Anbieter haben zwischen 450 000 und 500 000 subscribers.
Und alle 3 bieten payTV an und interssieren sich für interactiveTV und pay-per-view

Zusätzlich zu diesen 3 Anbietern sind in letzter Zeit noch einige andere Unternehmen dazugekommen, die ebenfalls payTV und pay-per-view anbieten wollen/werden. Eine Firma ist z.B. Yes (http://www.yes.co.il)

Hierzu eine Meldung, die kürzlichst in der Jerusalem Post zu finden war:

Ben-Eliezer allows pay-per-view TV
By Gwen Ackerman

Communications Minister Binyamin Ben-Eliezer
yesterday signed permits allowing all multi-channel
television providers to offer pay-per-view services and
set a flat rate of NIS 17 (including VAT)) for a movie
screening.

The step, effective immediately, is intended to encourage
competition, insuring that each of the companies, in the
race to attract subscribers, offers the latest movies. The
permit, however, is in no way to effect regular broadcast
schedules, a ministry statement said.

Before the signing, only subscribers of Tevel and YES
had the option of watching a movie or live event on
demand. As of Sunday, Matav subscribers will also have
the service, said CEO Amit Levin. "This is an important
step that will give our subscribers another service that
they should have had a long time ago," he said.

Golden Channels, which is preparing a digital
pay-per-view service, said its subscribers will have the
option "as soon as possible." However, the company
noted that it is already offering its subscribers a new
service by which they can rent four movies or DVDs per
month.

In an effort to encourage the domestic film industry,
Ben-Eliezer has also instructed the multi-channel
television companies to transfer 2.5 percent of their
income from the pay-per-view service into a fund for
filmmakers. In addition, he determined that at least
two-thirds of all locally produced movies made would be
available on the pay-per-view services.
danke für deien recherche

hier aus der heutigen zeit zum thema internet in deutschland:



Bundesregierung startet Kampagne für Nutzung des Internets



Berlin - Mit einer bundesweiten Kampagne will die Regierung breite Bevölkerungsschichten zur Nutzung des Internets aktivieren. Wie Regierungssprecher Uwe-Karsten Heye und Staatsminister Hans Martin Bury am Freitag in Berlin sagten, soll die Kampagne "Deutschland schreibt sich mit .de" am kommenden Montag starten. Bundeskanzler Gerhard Schröder (SPD) will am Montag auf der Expo in Hannover die Pläne der Initiative D 21 erläutern.
Auf diese Weise könne die Spaltung der Gesellschaft in Gewinner und Verlierer der Entwicklung vermieden werden, sagte Bury. Die Bundesregierung will für ihre Kampagne die Domain "deutschland.de" anmelden.

Zum Auftakt werden ab der kommenden Woche erste Anzeigen geschaltet. Ergänzend dazu ist ein Adler als Animationsfigur geschaffen worden, der durch das World Wide Web fliegt und später auch in Fernsehspots zu sehen sein soll. "Dieser Adler macht als Absender die Bundesregierung deutlich und vermittelt Glaubwürdigkeit, Offenheit und Sympathie", sagte Heye. Außerdem solle er auf die einzelnen Initiativen der Regierung hinweisen. Um einen Namen für den Vogel zu finden, werde ein Wettbewerb ausgeschrieben.

Zum Ziel der Kampagne sagte Bury, jedem Bürger solle die Möglichkeiten zur Teilhabe am Internet eröffnet werden. Das Internet entwickle sich zu einer Kulturtechnik wie Lesen und Schreiben. Um die Internet-Initiativen von Wirtschafts-, Forschungs- und Innenministerium zu bündeln, werde nun mit dieser Kampagne eine übergreifende Markenklammer etabliert. Interessenten, die die Seite "www.deutschland.de" abrufen, finden dort bislang ein Magazin für Politik, Kultur, Wirtschaft und Wissenschaft mit dem Titel "Deutschland". Dabei handelt es sich um eine Auslandszeitschrift der Bundesrepublik




MFG
JS
hier noch zu israel:

Business & Regulatory

Israel opens up local market
By Neal Sandler, Total Telecom

04 September 2000




Israel`s local telecommunications market has been opened to competition. The move was announced by communications minister Benjamin Ben-Eliezer after signing regulations to allow for competition against Bezeq Telecom, the majority state-owned telecommunications company that still enjoys a monopoly in the local telephony and infrastructure sectors.

The move is in line with the Israeli government`s decision last week to speed up the privatization of Bezeq.

Bezeq already faces stiff competition in the international call and cellular markets. These sectors were both opened to competition in the past five years.

"We expect at least two other companies to compete against Bezeq in the local call and Internet market," predicted Ben-Eliezer. He said he expected the cable companies to be the biggest competition for Bezeq in the coming years. The country`s three cable companies are looking to merge into one company. They currently have 1.2 million subscribers.

In addition, the communications ministry is planning to issue a tender for service using LMDS technology within the next three months. Ben-Eliezer said he expected competition in the local market would commence within a year.

Under the communications ministry guidelines at least 20% of any telecommunications provider must be Israeli owned and the consortium must include an existing telecommunications provider. Companies with existing interests in Israeli telecommunications companies will be barred from investing in new competitors. Communications ministry officials said a number of leading foreign companies have expressed interest in competing in the local market.

Local industry sources said BellSouth may bid for the LMDS license along with local partners. The Atlanta-based company has a stake in CellCom, Israel`s largest cellular operator.
Zukunftsentwicklung:

Warum ist das Interactive TV so interessant? Fernseher und Computer verschmelzen zu einer Einheit und bietet damit den Leuten, die keinen Computer besitzen oder besitzen wollen, eine ideale Möglichkeit an der Informations- und Kommunikationswelt teilzuhaben. Der Fernseher entwickelt sich zu einer interaktiven Plattform für Verbraucher. Der Vorteil ist dabei: iDTV sieht aus wie ein Fernseher, funktioniert wie das Internet und ermöglicht Inhalte, die bisher in keinem Medium realisierbar waren.
Die Amerikaner haben den Trend des iDTV schon längst erkannt und sind den Europäern wieder einmal einige Jahre in der Entwicklung und in dem Ausbau der Infrastruktur voraus. Mehr als 150 Mio. Kunden nutzen aktiv das Interactive TV in den USA. Dieser Trend wird in den nächsten Jahren auch auf Europa überschwappen. Laut einer Studie von dem bekanntesten US-Marktforschungsinstitut Forrester Research wird die Zahl von derzeit 7 Millionen auf 80 Millionen User im Jahre 2005 steigen. Allein in diesem Jahr würden in Europa bis zu 14 Millionen Teilnehmer digitale Systeme nutzen.
http://www.tradewire.de/tus216.php3

vile spass
dive
Hat zwar nichs mit Israel zu tun, aber bitte mal um eure Meinung:






Press Releases


Telenor, 12-Sep-00

Telenor to test digital TV via telephone net

(Oslo 12.9.00) Telenor will be the first telecommunications company in
Europe to test out VDSL (Very high-speed Digital Subscriber Line), a
new broadband technology which will enable data transfer of up to 25
Mbit per second via existing telephone cables. Telenor customers in
Stavanger and Sandnes will have the opportunity from this fall, to test
out up to 30 digital TV channels and high-speed Internet via the
telephone network.


The first pilot users in Stavanger and Sandnes will be connected to an
upgraded trial net based on VDSL in October. By next summer, one
thousand Telenor customers will have the opportunity to test out the new,
interactive content services via the telephone network.

The new VDSL system will provide a considerable number of private
customers and companies in Norway a ‘sneak preview’ of high quality content
services such as digital TV and super-fast Internet through the telephone
lines. The offer has been made possible through a comprehensive test project
for broadband connection under the direction of Telenor.

The Telenor project, called Hybrid Broadband Access, will offer the high
quality broadband services several places in Norway, with transfer speeds of
up to 25 Mbit per second. The objective of the project is to test out broadband
services of the future, which are based on VDSL technology. This will be
accomplished both by upgrading today’s telephone network for customers
and upgrading and combining radio systems, interactive satellite systems,
cable TV net, and the terrestrial digital broadcasting network.

Telenor will first test out VDSL over the telephone lines, which will then
become a channel for delivery of TV-based content, as well as fast Internet
connections. Through this test project, customers will receive free access to
up to 30 digital TV channels and a PC connected to the Internet via their own
VDSL set-top box.

The VDSL pilot programme will be carried out in a series trial runs, from this
fall until next summer in Stavanger, Sandnes, Svolvær, Beito and Oslo.

«Telenor has a tradition of being among the first telecommunications
operators to test out and adopt new technology. This opens up a number of
new possibilities that can make life easier for many people. The Hybrid
Broadband Access trial project proves that Telenor is on the forefront in
Europe with VDSL and the possibilities it affords users», said Telenor CTO
Berit Svendsen.
Press Contact:
David Gerzof
Cambridge, MA. USA
+1 617 588 8088

FOR IMMEDIATE RELEASE

Cignal Global Communications Announces Merger with Priority Telecom, Europe`s Largest Provider of Local Broadband Services to businesses

Merger creates the leading provider of local and long distance broadband services to businesses, ISPs, and dot.coms

Cambridge, MA. – April 14, 2000 – Cignal Global Communications, a global data, Internet and packetized voice service provider, announced today that it has signed a Memorandum of Understanding to merge with Priority Telecom, the competitive local exchange carrier (CLEC) of United Pan-Europe Communications (NASDAQ: UPCOY). In a stock based deal, Priority acquires 100% of Cignal in exchange for a 16% interest in Priority Telecom. The two parties expect to close on the deal in mid-June.

The merger accelerates Cignal`s plan to become a leading provider of broadband and real time Internet services to businesses, ISPs and ASPs. Cignal has deployed a facilities-based ATM/IP network to 16 countries in Europe, Asia, and the Americas in less than two years and will expand to 26 countries by yearend. In the past 6 months, Cignal has rolled out a range of real time end-to-end data and Internet services including broadband ATM, private IP networking, packetized voice, and server hosting solutions.

Merging with Priority Telecom creates a combined business with more than 12,000 km of metropolitan fibre optic cable, seven gigabits of international capacity, and operations in 18 markets providing access to more than 750,000 businesses.

Chris Rooney, CEO of Cignal and former CEO of Global One and President of Sprint International said, "This merger takes Cignal`s demonstrable ability to execute, sell and market on a global scale together with Priority Telecom`s extensive broadband assets to create a single company and brand focused on the delivery of innovative value added multimedia services to businesses and ISPs."

"The people of Cignal are at the root of our success and continue to help Mark Land, Neal Isaacson and I pursue our founding vision of becoming the premier provider of international Internet and next generation services. Mark, Neal and I are extremely excited about this merger, and look forward to realizing our vision together with Priority," stated Andrew Perlman, co-founder and President of Cignal.

About Cignal Global Communications
Cambridge, Massachusetts-based Cignal forecasts its year 2000 revenues at $60 million. It booked its first revenues in June 1999, and exceeded $4 million in March. The Company has more than 150 employees worldwide, including a senior executive staff that averages 20 years or more in the industry. Cignal’s customers include MCI Worldcom, Qwest, Carrier 1, Interoute, Global One, Winstar, Energis, GRIC, Primacom, InterXion and more than 100 others across the Americas, Europe and Asia. Cignal is expanding its fiber-based network from 16 countries to 26 by year-end 2000, giving it access to over 85 percent of worldwide Internet and communications traffic. Cignal is one of the first international carriers to integrate carrier grade packetized voice, broadband data and Internet services over a single network and guarantee Quality of Service levels using a combination of Internet Protocol (IP) and Asynchronous Transfer Mode (ATM). Its worldwide web address is http://www.cignal.com

About Priority Telecom
Priority Telecom offers a full range of telephony and Internet services for residential and business customers in selected European markets. The Priority Telecom network combines UPC’s 12,000km fibre optic/coaxial cable infrastructure and wireless local loop technologies with the recent network acquisitions in Spain (MundiTelecom) and Norway (El Tele Ostfold and Vesfold) to provide a true last mile network.

About UPC
Headquartered in Amsterdam, UPC is one of the most innovative broadband communications companies in Europe and owns and operates the largest pan-European group of broadband communication networks. UPC provides cable television, telephony, high-speed Internet access and programming services in sixteen countries across Europe and in Israel. As of February 29, 2000, on an aggregate basis, UPC’s systems passed approximately 10.7 million homes with more than 6.9 million basic cable subscribers. In addition, UPC systems had 249,700 residential telephony lines and 18,300 business telephony lines as well as 150,000 residential Internet subscribers and 3,700 business Internet subscribers.

###
und nochmal zum thema cigal:

:UPC continues spree
By James Harding, Media Editor
Published: April 13 2000 20:45GMT | Last Updated: April 14 2000 15:23GMT


United Pan-Europe Communications, the European cable and broadband group, on Thursday announced the acquisition of Cignal Global Communications, a US network services business.

The stock-based deal involves the acquisition of Cignal for a 16 per cent stake in Priority Telecom, UPC`s telephony arm which it plans to float later this year.

The purchase is the latest example of the financial engineering driving the expansionist strategy at UPC, which has pursued an aggressive programme of acquisitions to become Europe`s second largest cable operator behind Deutsche Telekom.

UPC also announced on Thursday that Priority Telecom had won a broadband wireless licence in Finland, the fourth licence it has won in just over a month.

Shares in Amsterdam-listed UPC closed down 6.1 per cent E41.40, as many technology and communications companies slid once again on the Dutch exchange.

The decline in UPC`s share price in recent weeks prompted the European cable group earlier this week to amend its acquisition agreement with SBS Broadcasting, the broadcaster it bought for $2.8bn in a cash-and-stock deal last month.

UPC said that it planned to press ahead with the purchase of SBS despite the slide in the share price. The share price decline meant the deal hit a trigger when the UPC stock fell below E49 for an extended period which would have allowed UPC to exit the agreement.

Thursday`s purchase of Cignal underlined UPC`s plans to float separate parts of its business.

UPC has also said that it is planning to float Chello, its broadband business, and will consider a flotation of UPC Media, the business which will include SBS.

At a press conference at Mip TV, the television industry market in Cannes, UPC and SBS jointly announced plans to launch four thematic digital channels.

One of these will be a youth-oriented film channel in the Netherlands to be broadcast in Benelux countries and beyond.
Global Internet Infrastructure Provider
Cignal is a global Internet infrastructure provider focused on offering Internet and data connectivity with the performance required for the newest generation of multimedia applications - including music, movies, video-clips, live voice, software collaboration, videoconferencing, and other delay-sensitive dynamic web content. Cignal also offers flexible pricing plans, server hosting, and global technical support to ensure that customers are able to roll out new services or expand existing ones quickly and efficiently.

Guaranteed Quality and Performance
Cignal is able to guarantee quality and performance because it has deployed a wholly owned, fiber-based network on a global basis with dedicated links at the leading Internet exchange points, web hosting centers and carrier hotels -- giving it access to over 85 percent of international communications traffic.

A Better Internet
With its worldwide network coverage, Cignal can route customer traffic on the most direct path to its destination without using congested public Internet peering connections and with minimal use of third party networks. Cignal is also one of the few providers to prioritize data according to its service level requirements. For example, real time or dynamic information such as packetized voice is given a higher priority than less delay sensitive traffic like email. Prioritization ensures that multimedia applications perform with the richness that they were intended without becoming bogged down by the vast majority of information traveling across the same lines.

Industry Leading Services
Cignal offers congestion-free broadband Internet services, ATM data connectivity, and toll-quality packetized voice. Its customers include Internet Service and Application Providers (ISPs and IASPs), carriers, web content providers, and web hosting companies in the Americas, Europe and Asia.

Making The Net Scream
Whatever your application is, Cignal has a way to get it where it needs to go with the quality that it requires.
und nochmal zum msft:








Harsche Kritik an Windows Me

--------------------------------------------------------------------------------

"It’s a performance dog"- Zum Verkaufsstart melden Bugjäger erste Funde
Zum Verkaufsstart von Windows Me melden Bugjäger bereits die ersten Fehler. So berichtet Andrew Griffiths ein Sicherheitsloch, das es Angreifern ermöglicht Windows ME zum Absturz zu bringen oder einen Neustart durchzuführen.

Vorraussetzung ist, dass auf dem Computer Microsofts TV-Software WebTV läuft. Ein Angreifer der UDP-Daten an einen bestimmten Port sendet, kann er das Programm zum Crash und damit das gesamte System zum Absturz bringen.

"It’s a performance dog"

"Me’s big problem is that it’s a performance dog." – zu diesem Schluß kommt Steven J. Vaughan-Nichols, der auf MSNBC seine Erfahrungen mit dem neuesten Betriebssystem aus dem Hause Microsoft schildert.

Als besonderer Dorn im Auge des Testers entpuppten sich jene Features, die Microsoft zur Stabilitätssteigerung eingebaut hat und einen Performance-Verlust von 30 % bewirken. Ab drei gleichzeitig laufenden Programmen ist Win Me wesentlich langsamer als sein Vorgänger Windows 98 SE. (c-net/red)
Hallo Junkstro -
vielen Dank für dein engagement. Aber in diesem thread sollte es doch primär um Israel gehen.
So interessant die von Dir zusammengetragenen Artikel sind, leidet doch die Übersichtlichkeit des threads stark, wenn jetzt auch noch alles, was zu UPC im Netzt steht hier reingestzt wird.

Mein Vorschlag: eröffne doch einen Extrathread zu UPC !! Würde mich sehr interessieren !

Vielen Dank !
Ein sehr interessantes Interview auch dieses:

Thursday , Sep 14, 2000 Sun-Thu at 18:00 (GMT+3)

High Tech Features

"I Don`t Believe in Internet on TV"

By Efi Landau

While sitting over coffee with me, NDS president
Abe Peled complained that his company`s
foreign status has caused a lack of coverage of
its share in Israel, even though the company has
300 development personnel on Har Hotzvin in
Jerusalem, and he himself is an Israeli citizen
dividing his time between here and there (there
being Britain and the US). NDS is part of
Australian communications tycoon Rupert
Murdoch`s powerful News Corporation group.

It seemed as if Peled was addressing his gripe
not just to me, but also to his public relations
personnel, and that is the origin of the NDS
publicity epidemic. The conversation with Peled
will therefore deal not with the past, and very
little with the present. What interests me is the
company`s future and the future market
combining communications with interactive TV
and the Internet. Here, in this triangle, the
world`s largest field, Abe Peled has some
surprising things to say.

NDS is defined as a leading company. Unlike
most high tech companies, however, its
leadership is not an empty expression in its
press releases. NDS`s record speaks for itself.

"Globes": What do you lead in?

Peled: "Leadership is determined by the digital
market. At the end of the Murdoch group`s third
quarter on March 31, there were 16.8 NDS
user-subscribers. At the end of June we had 18
million, which is 47% of the global digital
market. There were 26 million digital subscribers
in the world at the end of 1999, of which 23
million subscribed to satellite and three million
to cable."

Are you mostly on satellite?

"Most of our subscribers are on satellite, but we
have begun working with cable, too."

Define what you do in a single sentence.

"We distribute information and content for TV
and computers on both a digital and a
broadband Internet basis."

Broadband is a popular, almost fashionable
concept.

"I believe that the combination of digital
broadcasting with Internet on demand is the
right solution. We have launched a new product
called Sinamedia, which is designed to base TV
and broadband Internet on an ADSL and cable
modems, for either computers or TV."

That, however, is not all. The future lies in the
company`s second business focus - interactive
TV applications. Peled lists three main reasons
for digital TV:

1.A larger, more convenient user selection,
mostly in the number of channels. Peled:
"Selection is the ABC of digital TV."

What will the next generation consist
of?

"The next generation of home converters
will have more memory capacity. NDS
has a technology called XTV, which is
conversion software that exploits the
memory storage capacity. The company
is about to launch a new product in
cooperation with Korean converter box
manufacturer Pace Micro Technology.
The product will have a 20-gigabyte hard
disk capable of storing 20-30 hours of
programs. You won`t need a VCR to
record."

2.The added dimension of interactive TV
programs. Peled: "You participate. For
example, in a soccer game, you chose
the photography angle you want to view.
You can ask to follow a certain player all
the time, watch a replay at any time, see
the game highlights, and whatever
statistics you want - for the team, for a
player, a particular league, or all
together."

An interactive channel like this is already
being operated by Sky Sports in Britain.
Peled says that half of the viewers are
choosing it. It is considered a huge
success.

3.Bringing the viewer the most popular
Internet sites. Peled: "I don`t believe in
bringing the Internet to television, but all
sorts of Internet services of interest to TV
viewers have been developed. The
application we have developed does not
bring the site to TV, but the relevant
information from the site."

It sounds like you are not a great believer in
the Internet.

"Television is not the proper place for Internet
surfing. I`ll give you four reasons. First of all, a
TV set has only between a fourth and an eighth
of the resolution presented by a PC screen. A
PC has 1.8 resolution, while a TV has 0.5. A
digital converter does not alter the situation.
Digital TV networks utilizing HDTV technology
will change this, but this is expensive and still
very far in the future.

"The second reason is that you sit 3-4 meters
from the TV screen, so the text has to be
enlarged in order to be seen. The quantity of
information you can present is therefore about
one sixteenth of what can be shown on a PC
screen. In order to view one computer screen
with the WebTV service, following automatic
translation, you have to scroll almost ten pages.

"The third reason is that the PC`s computing
power and storage capacity will always be larger
than with a TV. With an advanced digital
converter, you can store eight gigabytes, and a
Pentium 3 has ten times the computing
capacity.

"The fourth reason is sociological. I`m no expert,
but the Internet is an individual experience, more
suitable for a PC. Television is simply something
else."

How does the interactive TV market look
now?

"WebTV came out in 1997 in the US with an
Internet surfing device over TV. Then News
Corporation asked me if it was worthwhile to buy
the company for $400 million, and I said no.
They give me a good mark for that. Microsoft
bought the company for $400 million. Today
there are 400,000 devices. Microsoft changed
the strategy from surfing to offering relevant
information. America Online has now come out
with AOLTV. Walt Mossberg of "The Wall Street
Journal" wrote, "It`s not for prime time". He said
it was good for chat forums."

Liberate Technologies recently acquired
Israeli company MoreCom in order to
provide interactive television. Was that a
mistake?

"They`re going with it. My position on this is
fairly extreme. I believe that Internet standards
will reach TV. The information and services will
make it, but it won`t be another device for
Internet surfing."

How do you handle broadband content?

"Our new product, Sinamedia, downloads
various content packets simultaneously to
servers at the broadcast station by satellite at
8-16 Mbps. Several channels can be
downloaded simultaneously. The station`s main
server has a product that packages the content
from various sources, including video and
Internet content. We distribute simultaneously
on a very wide bandwidth to all. Local content
providers can transmit on broadband to a central
server."

Are you talking about a system that already
works?

"No. It`s just beginning. We are now conducting
trials on the system."

Is Rupert Murdoch involved in the
company`s routine business?

"He is general manager of News Corporation and
regards NDS as a strategic asset. I am also on
the News Corporation 16-person advisory panel,
which is the company`s senior management."

You have announced a reorganization.

"We are uniting all Murdoch`s satellite platforms
into one company. NDS will be in this group."

What is your vision?

"The field is still in diapers. The number of digital
TV viewers is expected to rise from 26 million to
260 million in another five years. We are the
world leaders; we have a lot more to
accomplish."

Published by Israel`s Business Arena on
September 14, 2000



Zwar glaube ich nicht, dass NDS der Kunde ist, dieses Interview zeigt aber, dass das Thema in Israel gegenwärtig heiss diskutiert wird.
Zudem ist auch Murdoch ganz groß im Rennen.
Nun zu Yes: Offensichtlich handelt es sich hierbei um einen Medienunternehmen, das primär über SAT ausstrahlt und den die lastmile der Kabelunternehemn nutzt.

Thursday , Sep 14, 2000 Sun-Thu at 18:00 (GMT+3)

Communications

Cable, Satellite Cos Sign Agreement to Use Cable Backbone to Subscribers` Homes

By Aviva Krull

Cable companies Tevel, Golden Channels and Matav, and satellite company YES have concluded negotiations over YES`s use of the cable backbone to subscribers` homes. The agreement awaits approval by the Anti-trust Authority director and the Tel Aviv District Court, to which Matav petitioned in the past, against the satellite company.

Under the agreement, YES will be able to use the backbone owned by the cable companies and subscribers wishing to transfer to satellite will be obliged to sign a special form notifying their intention. Disconnection of the subscriber will be done within five working days following receipt of the form (compared with the current fourteen days).

A YES technician, who will receive authorization from the cable companies, will disconnect the subscriber. The satellite company will pay the cable companies NIS 1 a month for every customer who uses satellite and receives the service on cable backbone.

The conflict over this matter started several months ago when Matav (later joined by the other cable companies) petitioned the Tel Aviv District Court against YES, claiming the satellite was connecting customers through the cable backbone without permission, causing damage to the infrastructure and disconnecting subscribers.

The cable companies said that the signing of the agreement shows that they are committed to free competition.

In response, YES general manager Eitan Rob said he hopes the arrangement will boost installations to many homes of the tens of thousands waiting to be connected to satellite. The company said customers have been waiting two months to be connected.

Published by Israel`s Business Arena on 13 September, 2000
aus einem anderen beitrag:


.von adan 17.09.00 11:47:29
betrifft Aktie: MET(A)BOX AG 1851360
Ich poste normalerweise ja nicht, aber diese Information wollte ich euch nicht vorenthalten. Natürlich schürt
das wieder nur die Gerüchteküche, aber in meinen Augen ist das mit Tevel Fact.

Meine gestrige Mail an Tevel, als ich darum bat, mir einen Zeitraum für die Auslieferung der neuen Settop-Boxen
nennen zu können (ich hatte da ja unsere Metaboxen gemeint, aber nichts gesagt, sondern nur vielleicht einen
Hinweis erhofft, daß tatsächlich Tevel der "Israel-Kunde" ist), wurde folgendermaßen beantwortet:

Good Morning!

Yes, we are going digital. Will change all converters to digital ones and
will add another 15 channels with no extra charge.
Will add 3 movie, cartoon,youth and more channels.In January will add
another 20 channels.
To change all converters will take weeks. So leave us your name, address,
client nr. And phone and we will make sure to change your equiptmemt
a.s.a.p. (This will start in October).

Have a good day!

Judith
Tevel - Digital

Die Mail kam von judith levy <ylevy@tevel.co.il>. Wenn jemand selbst eine Mail an Tevel schicken will,
dann kann er dies (wie ich es getan habe) auf "info@tevel.co.il machen.

Also, im Oktober geht es definitiv los, alle "Converters" umzutauschen. Und daß dies Wochen dauern wird, ist
uns ja allen bekannt... Der Termin mit der Veröffentlichung am letzten Septembertag paßt da wie
die Faust aufs Auge... Wer sonst als Metabox sollte hier Boxen liefern?...
@ Oliver

Aber wie sieht`s damit aus? (Hier müßte jetzt dieses sorgenvolle Smily stehen).


Friday, July 14, 2000 - Ha`aretz große israelische Tageszeitung

Give them enough cable and they`ll hang themselves Gemeint sind wohl freundlicherweise die drei monopolartig agierenden Cable Companies in Israel

In a bid to resist the onslaught of satellite TV on the Israeli market, the cable companies are promising marvels in consumer choice and image quality for the near future. But our correspondent finds that their rosy predictions may be premature

By Ariel Weiss


The satellite broadcasts of YES are scheduled to begin next weekend, using a digital transmission and reception system designed to ensure a high-quality picture and sound. Also offered are data base access, an electronic broadcasting guide and movies for hire. Over the past few months, various cable companies, the satellite`s competitors, have been advertising that their subscribers will also enjoy a new and improved viewing experience, thanks to the introduction of a digital network. High-tech converters will sharpen the picture, facilitate channel selection, allow subscribers to access data through their television sets and even take part in interactive TV shows.

According to Amit Levin, director-general of the Matav cable company, his firm will soon be offering a "new world" of programming and accessories. In the coming months, after the installation of digital converters in the homes of subscribers, Matav plans to offer all the channels now broadcast using an analog system, plus many new ones, including "30 channels of CD-quality music" which will ultimately replace radio. On certain channels, such as the Hallmark movie channel, Matav subscribers will be able to choose the dubbing language. A movie service will be introduced (similar to Tevel`s "Home Cinema"), allowing viewers to order movies for a fee. To help people wade through all these options, the company will operate an electronic TV guide: an information channel listing all the programs and drawing subscribers` attention to those programs he or she may be interested in.

And that is just the beginning. "In my estimation, by October we will be able to offer completely new applications in the spheres of data accessing, sports and Internet - and that includes e-mail," says Levin. "We are also working on several packages incorporating interactive TV." For the sports-minded, Levin says there will be updates on teams and line-ups. Subscribers can try to guess game scores and read relevant articles from the sports pages. At some future date, they may be able to watch the game from different camera angles, choosing the angle they want while the game is in progress. Matav subscribers will be able to play games like Tetris and checkers on their television screens, and later, compete against other subscribers. When the nine months are up during which only the satellite company can offer channel packages, Matav plans to offer them, too.

Other cable companies have also announced that they will be making technological changes. Arutzei Zahav, whose digital broadcasting center is almost complete, will offer an electronic TV guide, a rental-movie service and package deals when the satellite company`s exclusive rights expire. Tevel says it will start broadcasting digitally in September. The company has purchased 100,000 state-of-the-art converters for this purpose, slated to arrive by the end of the year. Die restlichen könnten im nächsten Jahr eintreffen.

Many benefits are promised apart from high-quality broadcasts, including a wide selection of new channels and an expanded Home Cinema service, from which subscribers can order recordings of music and sports events.

According to the Internet site of the Tevel company - which has changed its name to Tevel Digital in the last few weeks - the new converters promise a new kind of television. In "the world of tomorrow," viewers will be able to choose the camera angle of a soccer game, take part in interactive lessons with a tutor, and draw up a personal schedule for watching their favorite shows.

The cable companies are trying to create a sense that these innovations are only awaiting technical approval, but the fact is, no one knows when subscribers will be able to enjoy them - and at what price. The shift to digital technology depends on licenses that have not yet been obtained. Dorit Inbar, head of the Cable TV and Satellite Council, a regulatory body, says the process will not be brief. "In order to begin digital broadcasting, these companies need approval from the Ministry of Communications for their technical equipment. At this point, only Matav has a license. Tevel doesn`t even have a transmission station."

"Furthermore," says Inbar, "the council has to give its approval. As far as we are concerned, a new system is the same as a new product. All kinds of clarifications are necessary in order to protect the consumer. We have to look into matters like price, disconnection arrangements and service warranties. Right now, none of the cable companies have made any real progress in this realm. Even if we work at full speed, these things take time."
Die Regulierungsbehörde übt dort eine erhebliche Macht aus. Alles und jedes muß von ihr genehmigt werden.

Offering some of these sophisticated services also requires the involvement of the Knesset. Attorney General Elyakim Rubinstein has ruled that cable companies cannot operate and provide special services without legislation. So far, the Ministry of Communications has not yet submitted a law proposal in this matter.

The delay has now led to an official investigation against Tevel. Early this week, Reuven Horesh, the director-general of the Ministry of Industry and Trade, announced that the company is suspected of violating the Consumer Protection Law and misleading the public. In parts of its advertising campaign, Tevel has made sure to state that Ministry of Communications licensing is still pending, but the Ministry of Industry and Trade says Tevel claims to be able to provide speedier Internet service almost immediately. In fact, this involves a legislative change - not just technical approval.


Not only that, but the changeover to digital technology may cost the consumer money. New converters will be needed, and these devices, which are actually personal computers, will cost the cable company hundreds of dollars each. According to various assessments, none of these companies can afford to distribute them free of charge. In other words, anyone who wants digital television will have to pay more. Hier weiß der Korrespondent eben nicht, daß eine bessere Lösung gefunden wurde - ein e-commerce-Konsortium kauft die "Converter" (in denen, wie wir wissen, noch viel mehr steckt), nicht die Cable Companies.

The new converters also have limitations which may make the move even more expensive. Most subscribers today have more than one cable connection in their homes. In order to receive the new broadcasts on all their television sets, they will have to purchase several converters. Moreover, because of certain technical features, those who want to watch a certain channel while taping a program on another channel will need two converters. In the United States, there are digital converters on the market equipped with hard disks large enough for program-taping. Here, the consumer will have to make do with the converters supplied by the cable and satellite companies, which do not have a recording option. Auch hier greift er zu kurz. Man sieht, wieso die lange Vertraulichkeit angesagt war. Aber jetzt handelt es sich ja nur noch um 10 Tage, dann wissen wir, wie diese komplexe Problemlage gelöst wurde.

The cable companies are promising a "dramatic" improvement in picture quality, but the only ones who will feel it are those who have recently purchased a state-of-the-art television set. Most cable subscribers have older, simpler models at home, and will only notice a slight improvement in picture quality, mainly in the subtitles and color separation. The same holds true, of course, for satellite transmissions.

In addition, there are technological problems to be worked out. Most of the services promised by the cable companies and the YES satellite company are considered experimental and expensive even in other countries. There are still technical hitches in combining digital broadcasts and the transfer of data via cable infrastructure. In practice, the data services in question are Internet by cable. Operation cannot begin until the laws are changed and a great deal of money is invested in infrastructure, not to mention the time factor. Even if the cable companies would like to offer these services, it is not clear to what extent they will be able to in the near future, for financial and legal reasons.

****

Hintergrund der Situation in Israel ist die Tatsache, daß die drei Cable Companies 10 Jahre lang den Markt regional unter sich aufgeteilt, kartellartig das israelische Fernesehen beherrscht und den Israelis ziemlich hohe Preise für ihr - gemeinsam erstelltes - Programmangebot abverlangt haben. Damit haben sie sich verständlicherweise nicht beliebt gemacht. Um Wettbewerb in den Markt zu bekommen, wurde als Alternative für die Bevölkerung das Satellitenfernsehen YES gestartet, das im Juli auf Sendung ging, von der Regulierungsbehörde unterstützt und von den Cable Companies bis zum Schluß bekämpft. Am Ende mußten sie YES sogar die von ihnen erstellten Programme (Kanäle) zur Verfügung stellen.

Die dem Ministerium für Kommunikation angegliederte Regulierungsbehörde - das Cable TV and Satellite Council mit Frau Inbar an der Spitze - übt eine enorme Macht in dem gesamten Sektor aus, alles und jedes muß von ihr genehmigt werden. Wie Frau Inbar sich das im Fall des Interactive TV vorstellt, hat sie klar zum Ausdruck gebracht (s.o.).

Das war der Stand der Dinge zumindest vor zwei Monaten. Ob sich seitdem in Israel bei den oben angesprochenen gravierenden Problemen Entscheidendes getan hat, durchschaue ich z.Zt. noch nicht vollständig. Zumindest in der Frage des High-Speed-Internetzugangs hat man sich offenbar in den letzten Tagen geeinigt. Meistens gehen in Israel derartige Dinge so aus, daß man sich im Interesse guter Geschäfte am Ende irgendwie zusammenrauft.

Es ist allerdings auch nicht auszuschließen, daß der Verfasser des Artikels zur Fraktion der YES-Supporter gehört und - wie so viele Israelis - den Cable Cos wünscht, daß sie sich am eigenen Kabel erhängen mögen. So kommt es, wenn man ein Quasikartell bildet und die damit entstehende Macht zum Preisdiktat offenbar recht skrupellos ausnutzt.

Wieso schreibe ich das alles? Weil unser Problem hier zuviel Phantasie und Hysterie und zuwenig Realismus ist. Es geht nicht länger an, daß ein Glaubenskrieg den Aktienkurs bestimmt. Nüchterne Fakten sind angesagt. Der Aktienkurs kann nur auf dem Boden der Realität wieder aufgebaut werden.

Gruß, Jan Philip
gerade dem letzten Satz stimme ich voll zu, deshalb habe ich diesen thread eröffnet.
Es sollten Fakten zählen, nicht Spekulationen, nicht Verschwörungstheorien und schon gar nicht unbegründete und unbewiesene Vermutungen.

Met@box ist eine Risikoaktie.

Alle diese Artikel zeigen auf, dass sich in Bezug auf digital broadcasting, video-(near?)-on-demand gegenwärtig einiges in Israel tut.Das Zusammenfallen mit dem met@box Termin ist wohl kaum ein Zufall. JanPhils Artikel zeigt auch eindringlich, warum Geheimhaltung hier wichtig war und ist.
Er zeigt aber auch auf, dass es, verzögern sich etwa Genehmigungsverfahren, was bei der gegenwärtigen politischen Lage in Israel denkbar ist, durchaus möglich ist, dass auch Met@box weiterhin den Namen des israelischen Kunden geheimhalten muss, bis diese erfolgt sind.
Auch sehr interessant ind die Aktivitäten von YES im asiatichen Raum. Hier haben wir ebenfalls wieder eine Parallele zu den Ausagen de MBX-Vortande Peter White, der weitere Gechäfte in Fernost, Spanien, Italien und den USA ankündigte.

http://www.yestelevision.com/press/index.html

Gruß Thierri
vor allem, wenn man beachtet, dass yes television mit telenor im "nordischen raum" kooperieren will.

Bleibt aber die Frage: wie sind yes television (UK) und das Israelische Unternehmen yes verbunden und gibt es überhaupt eine Verbindung zwischen diesen beiden Unternehmen ?

Israelische yes: http://www.yes.co.il
Aber daß YES in Israel die heißbekämpfte Konkurrenz der Cable Cos ist, wurde doch sicher klar.

JP
aus dem GLOBE
Sunday , Sep 17, 2000 Sun-Thu at 18:00 (GMT+3)

Barak Favors High-Speed Internet License for Cable

The license will be a temporary one, valid until the expiration of the cable television companies` concessions. The Prime Minister is also demanding that approval of the Communications Law amendment be speeded up, and that an assessor be appointed to value the cable licenses.
zu ampa

Sunday , Sep 17, 2000 Sun-Thu at 18:00 (GMT+3)
Headlines

Migdal Negotiating to Buy Up To 25% of Ampa Real Estate for $13-15 Mln
By Elazar Levin


Migdal Insurance Company is negotiating to acquire up to 25% of Ampa Real Estate, in a $13-15 million deal at a company value of $53-60 million.

Ampa Real Estate is also negotiating to lease to Check Point 20,000 sq. m. in an office building to be constructed on its main property – a 25.5-dunam (6.4-acre) plot on Yigal Alon Street in Tel Aviv. Rent is estimated at $18 per sq. m. in a long-term contract.

At the same time, Ampa Real Estate is also planning to issue on the stock exchange. The scope and timing of the issue have not yet been set, and the outcome of negotiations with Migdal will be one of several factors affecting the issue.

Migdal wants to buy 25% of Ampa Real Estate at a price higher than the paper value of its assets.

Ampa Real Estate, controlled by Asher and Shlomi Fogel is one of Israel’s biggest private real estate companies.

The gross value of the Ampa group’s properties is $72 million, and their net value (minus liabilities to banks) totals $53 million.

Published by Israel`s Business Arena on 17 September, 2000
und noch einer..............




.Sunday , Sep 17, 2000 Sun-Thu at 18:00 (GMT+3)
High Tech Features

"I Don`t Believe in Internet on TV"
By Efi Landau


While sitting over coffee with me, NDS president Abe Peled complained that his company`s foreign status has caused a lack of coverage of its share in Israel, even though the company has 300 development personnel on Har Hotzvin in Jerusalem, and he himself is an Israeli citizen dividing his time between here and there (there being Britain and the US). NDS is part of Australian communications tycoon Rupert Murdoch`s powerful News Corporation group.

It seemed as if Peled was addressing his gripe not just to me, but also to his public relations personnel, and that is the origin of the NDS publicity epidemic. The conversation with Peled will therefore deal not with the past, and very little with the present. What interests me is the company`s future and the future market combining communications with interactive TV and the Internet. Here, in this triangle, the world`s largest field, Abe Peled has some surprising things to say.

NDS is defined as a leading company. Unlike most high tech companies, however, its leadership is not an empty expression in its press releases. NDS`s record speaks for itself.

"Globes": What do you lead in?

Peled: "Leadership is determined by the digital market. At the end of the Murdoch group`s third quarter on March 31, there were 16.8 NDS user-subscribers. At the end of June we had 18 million, which is 47% of the global digital market. There were 26 million digital subscribers in the world at the end of 1999, of which 23 million subscribed to satellite and three million to cable."

Are you mostly on satellite?

"Most of our subscribers are on satellite, but we have begun working with cable, too."

Define what you do in a single sentence.

"We distribute information and content for TV and computers on both a digital and a broadband Internet basis."

Broadband is a popular, almost fashionable concept.

"I believe that the combination of digital broadcasting with Internet on demand is the right solution. We have launched a new product called Sinamedia, which is designed to base TV and broadband Internet on an ADSL and cable modems, for either computers or TV."

That, however, is not all. The future lies in the company`s second business focus - interactive TV applications. Peled lists three main reasons for digital TV:


A larger, more convenient user selection, mostly in the number of channels. Peled: "Selection is the ABC of digital TV."
What will the next generation consist of?

"The next generation of home converters will have more memory capacity. NDS has a technology called XTV, which is conversion software that exploits the memory storage capacity. The company is about to launch a new product in cooperation with Korean converter box manufacturer Pace Micro Technology. The product will have a 20-gigabyte hard disk capable of storing 20-30 hours of programs. You won`t need a VCR to record."


The added dimension of interactive TV programs. Peled: "You participate. For example, in a soccer game, you chose the photography angle you want to view. You can ask to follow a certain player all the time, watch a replay at any time, see the game highlights, and whatever statistics you want - for the team, for a player, a particular league, or all together."
An interactive channel like this is already being operated by Sky Sports in Britain. Peled says that half of the viewers are choosing it. It is considered a huge success.


Bringing the viewer the most popular Internet sites. Peled: "I don`t believe in bringing the Internet to television, but all sorts of Internet services of interest to TV viewers have been developed. The application we have developed does not bring the site to TV, but the relevant information from the site."
It sounds like you are not a great believer in the Internet.

"Television is not the proper place for Internet surfing. I`ll give you four reasons. First of all, a TV set has only between a fourth and an eighth of the resolution presented by a PC screen. A PC has 1.8 resolution, while a TV has 0.5. A digital converter does not alter the situation. Digital TV networks utilizing HDTV technology will change this, but this is expensive and still very far in the future.

"The second reason is that you sit 3-4 meters from the TV screen, so the text has to be enlarged in order to be seen. The quantity of information you can present is therefore about one sixteenth of what can be shown on a PC screen. In order to view one computer screen with the WebTV service, following automatic translation, you have to scroll almost ten pages.

"The third reason is that the PC`s computing power and storage capacity will always be larger than with a TV. With an advanced digital converter, you can store eight gigabytes, and a Pentium 3 has ten times the computing capacity.

"The fourth reason is sociological. I`m no expert, but the Internet is an individual experience, more suitable for a PC. Television is simply something else."

How does the interactive TV market look now?

"WebTV came out in 1997 in the US with an Internet surfing device over TV. Then News Corporation asked me if it was worthwhile to buy the company for $400 million, and I said no. They give me a good mark for that. Microsoft bought the company for $400 million. Today there are 400,000 devices. Microsoft changed the strategy from surfing to offering relevant information. America Online has now come out with AOLTV. Walt Mossberg of "The Wall Street Journal" wrote, "It`s not for prime time". He said it was good for chat forums."

Liberate Technologies recently acquired Israeli company MoreCom in order to provide interactive television. Was that a mistake?

"They`re going with it. My position on this is fairly extreme. I believe that Internet standards will reach TV. The information and services will make it, but it won`t be another device for Internet surfing."

How do you handle broadband content?

"Our new product, Sinamedia, downloads various content packets simultaneously to servers at the broadcast station by satellite at 8-16 Mbps. Several channels can be downloaded simultaneously. The station`s main server has a product that packages the content from various sources, including video and Internet content. We distribute simultaneously on a very wide bandwidth to all. Local content providers can transmit on broadband to a central server."

Are you talking about a system that already works?

"No. It`s just beginning. We are now conducting trials on the system."

Is Rupert Murdoch involved in the company`s routine business?

"He is general manager of News Corporation and regards NDS as a strategic asset. I am also on the News Corporation 16-person advisory panel, which is the company`s senior management."

You have announced a reorganization.

"We are uniting all Murdoch`s satellite platforms into one company. NDS will be in this group."

What is your vision?

"The field is still in diapers. The number of digital TV viewers is expected to rise from 26 million to 260 million in another five years. We are the world leaders; we have a lot more to accomplish."

Published by Israel`s Business Arena on September 14, 2000
zu matav usw :


.Sunday , Sep 17, 2000 Sun-Thu at 18:00 (GMT+3)
Communications Features

Who Will Buy Bezeq?
By Efi Landau


At a press conference two weeks ago on the occasion of the signing of the regulations opening the communications market to competition, Minister of Communications Binyamin Ben-Eliezer in effect set in motion the auction for the sale of the immensely powerful inland communications monopoly Bezeq.

When the Minister`s signature is combined with the Knesset Finance Committee`s decision approving the Ministerial Committee for Privatization`s proposal to sell a 51% controlling interest in Bezeq and the understanding reached with the company employees concerning privatization, it is easy to see that Bezeq`s privatization process has reached its most advanced stage to date.

If this were not Israel, with its unstable politics, its fragile coalition, and the constant threat of new elections, it could be unequivocally stated that the process is already irreversible, that we have reached the point of no return. Too many points of no return, however, have led to subsequent hasty about-faces, leading anyone concerned with Bezeq`s privatization to be extremely cautious.

A telecommunications company is no longer a great bargain

The general consensus is that the State and Bezeq have missed the most convenient time for privatizing Bezeq. Everything happening now could have already taken place a year or two ago, if so much time had not been wasted "flirting" with the process.

Bezeq general manager Ilan Biran`s determination - some claim the aggressive pressure he brought to bear - is responsible for pushing things forward over the past six months. Biran did not stop there, and during the heat of the privatization struggle brought Bezeq its greatest achievement during his less than one-year term - the State`s agreement to grant Bezeq "privatization relief" on issues, such as the tender requirement, salaries, and investments, before the company is sold.

Despite the advantage gained from the government decision, however, the Bezeq of today appears much less attractive to an investor. It appears that the great days of the old telecommunications companies are practically a thing of the past. It seems that the big investors are looking for new communications companies to compete with the old ones.

The entry requirements leave almost everyone out

Which companies and concerns, local and foreign, are interested in acquiring a controlling interest in Bezeq? It appears that a process of elimination will help us here, since the limitations contained in the privatization decision, approved by the Knesset Finance Committee, disqualify many potential competitors.

We will begin with foreign companies. The privatization decision stipulates that any company competing to acquire Bezeq must be incorporated and registered in Israel, with a minimum of 20% Israeli ownership. Control of the company must not be in the hands of any nation, nor can a foreign government corporation be a party at interest in the company in control of Bezeq.

This condition already disqualifies all the large telecommunications companies, mostly European, still controlled by foreign governments.

Other limitations were dictated by the defense establishment, owing to Bezeq`s status as the chief communications provider for defense and its consequent significant role in emergencies or war. Residents of or corporations registered in countries hostile to Israel cannot be parties at interest in Bezeq. In addition, parties at interest in Bezeq are not allowed to hold a controlling interest, either directly or indirectly, in a corporation registered in a hostile country, and cannot hold more than an as yet undetermined rate of holdings in a corporation controlled by a hostile country.

What is a hostile country? According to the definition in the decision, any country without diplomatic relations with Israel, or any country classified as such by the Minister of Defense. Will the Minister of Defense be willing to entrust control of Bezeq to an Egyptian or Jordanian company, or to a company with significant holdings and interests in these countries, even though both of them have diplomatic relations with Israel and are ostensibly not hostile countries?

They saw what happened to those who invested in the cable companies

In addition to those foreign countries disqualified from acquiring control of Bezeq, there are those uninterested in it, and they are more numerous than in the past. Market opinions claim that the lengthy pre-privatization process has led concerns seriously considering Bezeq in the past to lose patience, and it is unclear whether these concerns still retain their enthusiasm.

Deutsche Telekom, for example, which conducted serious examinations in the past, today sounds less and less eager, not to mention the fact that it is a government corporation. Gossip is that British Telecom, which has a traumatic time here in the international calls tender, has decided it has no interest in the Israeli market.

Other names mentioned include Telefonica of Spain, Hutchison of Hong Kong, which controls Partner, and Singapore Telecom, as well as US companies. The bottom line, however, is that the list is not as long as it could be, and ought to be.

A senior source in one of the groups seeking to compete for the purchase of Bezeq`s controlling interest said, "What concerns foreign companies is a timetable, which the document approved by the Knesset Finance Committee lacks. They understand the Israeli economy and they are watching the Barak government, but they don`t know what will happen next." They are therefore being very careful before they jump at a bargain.

Former Ministry of Communications director-general Shlomo Wachs, now responsible for communications in the Gad Zeevi group, puts the problem more sharply. "Israel has a bad reputation for regulation," he says. "What was done to the cable companies is affecting Israel`s good name."

Israeli groups without a conflict of interest - are there any?

The need to avoid a conflict of interest has left an extremely limited list of possible competitors, including Yitzhak Tshuva, Gad Zeevi, the Israel Corporation, and…that`s about it. There are also groups with a conflict of interest, but which are willing to commit themselves to selling their other holdings, in the event they win the tender. These include Dankner Investments, Discount Investments, and perhaps also Poalim Investments, to cite a few examples.

It initially appears we can expect a tender with few competitors - no more than two or three. The Bezeq of today differs from that of five years ago. At that time, the share was traded at NIS 6, and its profits were high. Today profits are lower, and the share price is over NIS 24 and climbing.

Players likely to compete for a controlling interest fear that the share will reach levels that will make the acquisition uneconomical. From this standpoint, Bezeq is an anomaly in today`s global communications market; its success is liable to stand in its way. Investors know that they will not be able to acquire the company for less than the market price, which is today already estimated at $4.8 billion.

Another point against Bezeq is its relative lack of "content", compared with corresponding companies in the global communications market. It has no Internet access, and it holds 50% of a money-losing cellular company (Pele-Phone), which is only the second largest in Israel. Pele-Phone`s cellular Internet activity, which is forecast to provide the lion`s share of cellular revenues in the coming years, is concentrated in Go Next, in which Suny.com is an equal partner. Bezeq`s Internet company, Bezeq International, serves a total of only 160,000 narrow band customers, and has no large scale accompanying strategic activities.

For the potential investor, the more attractive side of Bezeq`s coin is its status as an extremely powerful monopoly, whose competitors will find it difficult to take away chunks of its market share. The competition rules outlined by the regulation authorities are in Bezeq`s favor, and present new competitors with very high entry barriers.

The most recent achievement - the State commitment to relax limitations on Bezeq`s activity before privatization - raises these barriers even further. In contrast to other monopoly operators around the world, Bezeq has not been saddled with an unbundling requirement allowing its competitors to use its infrastructures. This fact will dictate larger investments by competing companies in deployment of independent infrastructures, and extend the time required for penetration.

Even if we assume the regulator eventually requires Bezeq to allow the competition use of its infrastructures, it will still be hard to stop Bezeq. The company has the most modern technology, currently provides good service to its customers, and benefits from a very positive image, which its competitors will find hard to undermine.

The Zeevi group - only feelers for now

One player with no need to prove the seriousness of its intentions regarding Bezeq is Gad Zeevi, who holds 20% of Bezeq, which he acquired in October 1999 from Cable and Wireless for $630 million in cash at NIS 17. 6 per share.

The group`s communications activity is being handled by Shlomo Wachs, who does not hesitate when asked about the groups intentions regarding Bezeq. "Of course we will bid for control," says Wachs.

"Globes": Alone?

Wachs: "A foreign company is needed. We will hear the conditions and get organized."

Are you negotiating?

"We have begun negotiations with several concerns, but we are still exploring. Israel has a bad reputation for regulation."

Are you saying this because of things you have heard in your negotiations?

"That`s what I`m telling you."

As part of his demand to appoint a director to represent him, several weeks ago Gad Zeevi prevented the selection of external directors for Bezeq, following which the company was paralyzed in several sectors. The board of directors` supervisory committee is not functioning. Compensation for directors and managers and the new chairman`s salary have not been approved, and the company controller`s reports are not being discussed.

"If they play ball with us in selecting external directors, the problem will be solved," says Wachs. "In places where the minority shareholder in Bezeq can have an effect, the owners of the controlling interest should talk to them, and if they do so, an appropriate solution will probably be found. A party holding 20% of the company should have a say."

What else bothers you about the opening of the market to competition?

"Primarily two things. First, there is no guarantee that the benefits of competition will reach outlying areas. How will Shlomi, Ma`alot, Shderot, and Mitzpe Ramon be affected by the results of competition? Second of all, the policy on Bezeq`s rates is unclear. Will Bezeq need the approval of the Knesset Finance Committee for every change in rates after privatization and the beginning of competition?"

Apparently it will, as long as it is a monopoly.

"If Bezeq cannot react quickly, I don`t understand what kind of competition it will be."

Do you want Bezeq to operate as a monopoly without limitations?

"I didn`t say give it a free hand, but you have to define more clearly what is and isn`t allowed regarding rates. You have to allow a certain degree of freedom. I agree that it should not be allowed to reduce prices to nothing, but Bezeq should not be forced to keep its prices high. Bezeq`s prices today are among the lowest in the world, and any competitor with eyes to see will not be able to bring them much lower."

The Israel Corporation - "We haven`t made our mind up"

The Israel Corporation is one of the candidates for purchasing the controlling interest in Bezeq, and is in contact with a number of European operators, at least one of which, Telefonica of Spain, has already been mentioned in the press.

Israel Corporation communications manager Gilad Shavit is unwilling to be interviewed. General manager Yossi Rosen, however, is willing to talk about the company`s plans. "We are not yet dealing with the acquisition of a controlling interest in Bezeq," he says. "Privatization has not yet been announced. We intend to study the matter and consider competing, but we haven`t made our mind up yet. We won`t do it at all costs."

What about a foreign partner?

Rosen: "We will of course come in only with a strategic partner, and we are in touch with international concerns. There are several interested candidates, but I know of no international company that has announced it will definitely join. If more than 50% is offered for sale, I assume several foreign companies will be encouraged to enter. If there are limitations, however, international companies will stay out."

What is the reason for your decision in principle to enter communications operation?

"As a strong company, we have examined various interesting fields that guarantee an appropriate return. The growth we see today in communications made us want to operate in the field, so we are going for it."

Why did you sever your relations with Koor?

"Koor decided to focus more on technology, rather than on communications. We have an understanding, however, that we will offer them the chance to join any new project we decide on. It is not a contractual right, but an understanding."

Yitzhak Tshuva: "We also have not yet decided

One of the names mentioned as a potential buyer is Yitzhak Tshuva, who controls extensive construction business and the Delek concern, as well as owning the Green Investments high tech holding company. The "Minister of Communications" in his group is Yitzhak Kaul, who is also a former Bezeq general manager, and to this day sounds like someone who greatly longs for the company. "I follow Bezeq constantly, with a lot of love and joy," Kaul said in an interview with "Globes" two weeks ago.

Tshuva, however, even with Kaul, is careful to sound indecisive.

"Globes": Why do you keep near you the man who knows Bezeq better than anyone else?

Tshuva: "That doesn`t mean that I am going to invest so much money. We don`t know; we haven`t yet decided."

Shmuel Dankner: "I want Bezeq"

Compared with Tshuva, Shmuel Dankner sounds very serious about Bezeq. First of all, he is willing to discuss the matter for the record. "It is serious - definitely on our agenda," Dankner says. "My priority is to win Bezeq. If not, I will compete with Bezeq, but I want Bezeq. If I win the tender, I will have to deal with a conflict of interest."

Dankner has at least two such conflicts of interest: his control of cable company Matav and his holding, through Matav, in Partner and Barak, which competes with Bezeq subsidiaries Pele-Phone and Bezeq International.

Dankner is willing for the first time to confirm his link with Hutchison, controlling shareholder in Partner, in order to compete for Bezeq. "A little less than a year ago, when Bezeq`s privatization was spoken of, we decided that the group would consist of Hutchison, which would have control, ourselves, and another concern. I assume that it will also be like that this time," he says.

Published by Israel`s Business Arena on September 13, 2000
hier die vollständigen Artikel von gestern bezüglich der highspeed Internet Konzession. Man beachte, dass die Frage binnen 1 woche geklärt werden soll.

Sunday , Sep 17, 2000 Sun-Thu at 18:00 (GMT+3)

Headlines

Barak Favors High-Speed Internet License for Cable Companies Pending Concession Expiration

By Aviva Krull

Prime Minister Ehud Barak supports granting the cable companies a short-term inland operator license and a high-speed Internet license, pending the expiration of their concession. At the same time, Barak is demanding that the approval of the Communications Law amendment be speeded up, and that an assessor be appointed to estimate the consideration cable companies will pay for the license, following expiration of their current license.
Barak instructed Attorney General Elyakim Rubinstein to present within one week an opinion on the cable concessionaires` obligation to abolish exclusivity and allowing free access to high-speed Internet services. Rubinstein is also to draw up an opinion on awarding a short-term license to the cable companies.
Deputy Attorney General Adv. Davida Lahman-Messer firmly opposed the proposal to give a short-term license, arguing that the Communications Law amendment can be pushed through in six months.
The Ministry of Communications and Anti-Trust Authority director-general David Tadmor are demanding that the short-term license will include a demand for unbundling cable and Bezeq infrastructures, so that third parties may use them.
This was decided at today`s meeting on opening the communications market to competition, attended by Barak, Minister of Communications Benjamin Ben-Eliezer, Minster of Finance Avraham Shochat, Lahman-Messer, Tadmor, and Cable and Satellite Broadcasting Board chairwoman Dorit Inbar.
Published by Israel`s Business Arena on 17
September, 2000




Rubinstein Reservations over Granting Temporary High Speed Internet Permit to Cable Companies

By Globes` correspondent

Attorney General Eliakim Rubinstein has submitted an opinion to Minister of Communications Benjamin Ben-Eliezer regarding the Minister`s proposal to immediately grant a temporary permit to cable companies to provide high speed Internet services.
"Globes" has learned that in his opinion, Rubinstein warns that a temporary permit could turn into a permanent arrangement. Rubinstein writes that he is favor of speeding up the timetable for granting high speed Internet permits in other technologies, which will compete with the cable companies and Bezek, alongside the licenses to the latter.
Rubinstein added that granting a temporary permit raises questions regarding both "adapting permits to the existing legal situation, in the absence of legal arrangements likely to be anchored in law and the legal obligations required from the cable companies." Ben-Eliezer is expected to meet today with Prime Minister Ehud Barak to discuss granting short-term permits to cable companies to operate inland Internet and telephone communications. Ben-Eliezer`s stand calls for granting licenses to cable companies for the duration of their franchise, after which an arrangement is expected over the extension of their licenses in exchange for payment to the State.

Published by Israel`s Business Arena on 17 September, 2000
Kann mir jemand das erklären ...?
1. Im Sommer sollte der Auftraggeber aus Israel eine Marketingkampagne starten. Woran liegt die Verzögerung. Spätestens nach dem Beginn deser Marketingkampagne sollte der Kunde genannt werden. Wenn’s an Met@box selbst liegt, sollte eine AdHoc kommen. Liegt es am Kunden, wird es Zeit den Namen zu nennen, weil die Versprechung seitens des Kunden nicht eingehalten wurde.

2. Wozu sollte die Marketingkampagne gut sein, wenn es um reine Installation geht und laut SD “die Kunden gibt es alle schon innerhalb des konsortiums.”?

3. Die Boxen werden laut SD nicht einfach geliefert, sondern von Technikern begleitet und installiert. Wie viele Techniker sollten den 500.000 Boxen installieren? Die Firma hat insgesamt ca. 200 Mitarbeiter. Realistisch gesehen könnten 20 Mitarbeiter nach Israel fahren und täglich insgesamt 500 Stück installieren. Dann dauert es 3 Jahre bis alles fertig ist.

Was meint Ihr?
Hallo,

nur zu Punkt 3: installiert wurde Basistechnologie wie Server usw. Die Boxen selber müssen nicht installiert werden.

suke
Hallo,

nur zu Punkt 3: installiert wurde Basistechnologie wie Server usw. Die Boxen selber müssen nicht installiert werden.

suke
@vjo

Vermutlich liegt die Verzögerung daran, daß der gesamte Telekommunikations- und Fernsehbereich in Israel ein Politikum aller ersten Ranges ist, wie man auch aus dem nachfolgenden Artikel aus der Jerusalem Post von heute erkennen kann. Hintergrund ist die bevorstehende Deregulierung und Öffnung dieser Märkte, die bisher ganz von der staatlichen Bezek (die Telekom Israels) und im TV-Bereich von den drei Cable Companies monopolisiert wurden. Man muß bedenken, daß Israel kein staatliches Fernsehen hat und die drei Kabelunternehmen auch für den Content (das Fernsehprogramm) zuständig sind!


Monday, September 18 2000 15:29

Barak gives A-G a week to prepare for cable Internet license
By Gwen Ackerman

Prime Minister Ehud Barak yesterday gave Attorney-General Elyakim Rubinstein a week to find a way around existing regulations and pave the way for the Communications Ministry to grant the three cable companies a temporary license to provide domestic telephony services, including high-speed Internet.

Barak`s instructions, issued at a high-level meeting in his office, are likely to bring an end to months of bickering over the cable licenses, and lead to the launching of fast Internet in Israel.

"We must open the telecommunications market within the next few weeks," Barak said at the meeting. "We are in the middle of a worldwide battle for markets, and the competition is not easy.


"I would like, within a week, an answer from the attorney-general on how a short-term domestic telephony license for the cables, granted until the end of their existing agreement, can be made possible," Barak added, according to a Communications Ministry press release.

Barak said the license should be given only on the condition that the cable companies agreed to open access (allowing competitors to use their infrastructure) and to pay the sum eventually decided on for a permanent telephony license.

"Israel is the only country in the world that is preventing itself from using an already developed cable infrastructure," Communications Minister Binyamin Ben-Eliezer said. "This has already caused a grave delay in the development of the telecommunications infrastructure and in the introduction of competition into the telecommunications market."

Last Thursday, Rubinstein asked Ben-Eliezer to help him by defining six points: the period and the type of services the cable companies would provide under the proposed license, the status of the Bezeq law amendment, the obligation of the cable companies to pay for a telephony license once their existing franchise runs out, the implementation of new arrangements ensuring competition in the telecommunications market, and the possibility of eliminating the present monopoly on cable television held by the three existing companies.

Under the terms of the short-term license, Ben-Eliezer answered, cables would provide infrastructure and transmission services, data communications, and telephony only in the areas in which they already operate. The period of extended concessions would depend on the time left on each company`s existing agreement, meaning that for some it would last until 2003, and for others until 2005.

The license only would be granted, Ben-Eliezer said, on condition that the cables agree that it does not exempt them from any future obligations to the state, and only if they drop demands for exclusivity in the multi-channel television market.

As for competition in the telephony market, a source said it would be assured by imposing open access and unbundling on both the cable companies and on Bezeq, ensuring that they would be obligated to allow competitors to use their infrastructure.

****

So wird gerungen, wenn Monopole und Kartelle im Interesse einer Marktöffnung aufgebrochen werden.

Das entscheidende Bindeglied zu Metabox dürfte der High-Speed-Internetzugang sein, um den es hier u.a. geht. Der ist nämlich in das Interactive TV-Konzept mit eingeplant.

Man muß sich einfach noch ein wenig gedulden.

Gruß, Jan Philip
hier noch ein anderer artikel zum thema :


:High Tech Features

"I Don`t Believe in Internet on TV"
By Efi Landau


While sitting over coffee with me, NDS president Abe Peled complained that his company`s foreign status has caused a lack of coverage of its share in Israel, even though the company has 300 development personnel on Har Hotzvin in Jerusalem, and he himself is an Israeli citizen dividing his time between here and there (there being Britain and the US). NDS is part of Australian communications tycoon Rupert Murdoch`s powerful News Corporation group.

It seemed as if Peled was addressing his gripe not just to me, but also to his public relations personnel, and that is the origin of the NDS publicity epidemic. The conversation with Peled will therefore deal not with the past, and very little with the present. What interests me is the company`s future and the future market combining communications with interactive TV and the Internet. Here, in this triangle, the world`s largest field, Abe Peled has some surprising things to say.

NDS is defined as a leading company. Unlike most high tech companies, however, its leadership is not an empty expression in its press releases. NDS`s record speaks for itself.

"Globes": What do you lead in?

Peled: "Leadership is determined by the digital market. At the end of the Murdoch group`s third quarter on March 31, there were 16.8 NDS user-subscribers. At the end of June we had 18 million, which is 47% of the global digital market. There were 26 million digital subscribers in the world at the end of 1999, of which 23 million subscribed to satellite and three million to cable."

Are you mostly on satellite?

"Most of our subscribers are on satellite, but we have begun working with cable, too."

Define what you do in a single sentence.

"We distribute information and content for TV and computers on both a digital and a broadband Internet basis."

Broadband is a popular, almost fashionable concept.

"I believe that the combination of digital broadcasting with Internet on demand is the right solution. We have launched a new product called Sinamedia, which is designed to base TV and broadband Internet on an ADSL and cable modems, for either computers or TV."

That, however, is not all. The future lies in the company`s second business focus - interactive TV applications. Peled lists three main reasons for digital TV:


A larger, more convenient user selection, mostly in the number of channels. Peled: "Selection is the ABC of digital TV."
What will the next generation consist of?

"The next generation of home converters will have more memory capacity. NDS has a technology called XTV, which is conversion software that exploits the memory storage capacity. The company is about to launch a new product in cooperation with Korean converter box manufacturer Pace Micro Technology. The product will have a 20-gigabyte hard disk capable of storing 20-30 hours of programs. You won`t need a VCR to record."


The added dimension of interactive TV programs. Peled: "You participate. For example, in a soccer game, you chose the photography angle you want to view. You can ask to follow a certain player all the time, watch a replay at any time, see the game highlights, and whatever statistics you want - for the team, for a player, a particular league, or all together."
An interactive channel like this is already being operated by Sky Sports in Britain. Peled says that half of the viewers are choosing it. It is considered a huge success.


Bringing the viewer the most popular Internet sites. Peled: "I don`t believe in bringing the Internet to television, but all sorts of Internet services of interest to TV viewers have been developed. The application we have developed does not bring the site to TV, but the relevant information from the site."
It sounds like you are not a great believer in the Internet.

"Television is not the proper place for Internet surfing. I`ll give you four reasons. First of all, a TV set has only between a fourth and an eighth of the resolution presented by a PC screen. A PC has 1.8 resolution, while a TV has 0.5. A digital converter does not alter the situation. Digital TV networks utilizing HDTV technology will change this, but this is expensive and still very far in the future.

"The second reason is that you sit 3-4 meters from the TV screen, so the text has to be enlarged in order to be seen. The quantity of information you can present is therefore about one sixteenth of what can be shown on a PC screen. In order to view one computer screen with the WebTV service, following automatic translation, you have to scroll almost ten pages.

"The third reason is that the PC`s computing power and storage capacity will always be larger than with a TV. With an advanced digital converter, you can store eight gigabytes, and a Pentium 3 has ten times the computing capacity.

"The fourth reason is sociological. I`m no expert, but the Internet is an individual experience, more suitable for a PC. Television is simply something else."

How does the interactive TV market look now?

"WebTV came out in 1997 in the US with an Internet surfing device over TV. Then News Corporation asked me if it was worthwhile to buy the company for $400 million, and I said no. They give me a good mark for that. Microsoft bought the company for $400 million. Today there are 400,000 devices. Microsoft changed the strategy from surfing to offering relevant information. America Online has now come out with AOLTV. Walt Mossberg of "The Wall Street Journal" wrote, "It`s not for prime time". He said it was good for chat forums."

Liberate Technologies recently acquired Israeli company MoreCom in order to provide interactive television. Was that a mistake?

"They`re going with it. My position on this is fairly extreme. I believe that Internet standards will reach TV. The information and services will make it, but it won`t be another device for Internet surfing."

How do you handle broadband content?

"Our new product, Sinamedia, downloads various content packets simultaneously to servers at the broadcast station by satellite at 8-16 Mbps. Several channels can be downloaded simultaneously. The station`s main server has a product that packages the content from various sources, including video and Internet content. We distribute simultaneously on a very wide bandwidth to all. Local content providers can transmit on broadband to a central server."

Are you talking about a system that already works?

"No. It`s just beginning. We are now conducting trials on the system."

Is Rupert Murdoch involved in the company`s routine business?

"He is general manager of News Corporation and regards NDS as a strategic asset. I am also on the News Corporation 16-person advisory panel, which is the company`s senior management."

You have announced a reorganization.

"We are uniting all Murdoch`s satellite platforms into one company. NDS will be in this group."

What is your vision?

"The field is still in diapers. The number of digital TV viewers is expected to rise from 26 million to 260 million in another five years. We are the world leaders; we have a lot more to accomplish."

Published by Israel`s Business Arena on September 14, 2000



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Bezeq demands permit for multi-channel broadcasting
By Gwen Ackerman
JERUSALEM (September 19) - Bezeq, concerned that the cable companies are being granted a head start in the telecommunications market, demanded yesterday that the government ensure symmetry by moving faster to implement its privatization, and by granting it a multi-channel broadcasting permit.
Bezeq, which had expected to be a private company before the market was opened to competition, is afraid existing government regulations on the company`s activity will be a penalty in the race against cables for telecommunication clients.
After Prime Minister Ehud Barak intervened Sunday in the debate over when and how to grant cable companies a short-term domestic telephony license, Bezeq called on the government to move quickly to privatize the company. In the meantime, the telecommunications giant asked that existing restrictions be eased or lifted altogether to strengthen its position in the market place.
"Bezeq thinks that [the government] has no legal or moral right to allow the cables monopoly - that has the exclusive right for terrestrial multi-channel television - to operate as a provider of fast Internet and telephony without creating full symmetry with Bezeq," a company statement said.
Symmetry could be created, the statement added, by simultaneously licensing the cables for telephony and fast Internet and Bezeq as a provider of multi-channel television, which it could theoretically offer on its ADSL broadband technology.
At the same time, company CEO Ilan Biran asked that the company be immediately allowed to start providing its ADSL-based fast Internet service.
Communications Minister Binyamin Ben-Eliezer, who seeks to create as competitive a telecommunications market as possible, has said that he is reluctant to allow Bezeq to enter the high speed Internet market before the cables are given
Heute hat Oliver die Nase vorn.

Wie ich gestern schon sagte - über die Lizenzen für den High-Speed-Internetzugang für die Cablecompanies wird auf höchster politischer Ebene gestritten. Jetzt entwickelt Bezeq - der mächtige staatliche Telekommunikationsgigant, der privatisiert werden soll - Begehrlichkeiten und sagt, es geht nicht an, daß die Cable Cos eine Internet- und Telefonlizenz bekommen, ohne daß wir im Gegenzug eine Lizenz für Multi-Channel-Broadcasting bekommen. Waffengleichheit im Wettbewerb. Full Symmetry bitte schön.

Der Kommunikationsminister sagt, Bezeq bekommt keine Lizenz für ADSL bevor die Cable Cos nicht auch eine haben.

Und der General Attorney Rubinstein, der von Barak gestern verdonnert wurde, binnen einer Woche einen vernünftigen rechtlichen Vorschlag zu machen, wie das Lizenzproblem gelöst werden kann, ist ein Intimfeind des Premierministers...

Spannende Geschichte - aber letztendlich setzt sich auch in Israel die Vernunft meistens durch, und die Entscheidungen fallen zugunsten der Marktöffnung und des wirtschaftlichen Fortschritts. Auf jeden Fall ist es gut für die Cable Companies (und für MBX), Prime Minister Barak auf ihrer Seite zu haben.

Gruß, Jan Philip
von :Janphil 17.09 14:49

...offer an electronic TV guide, a rental-movie service and package deals when the satellite company`s exclusive rights expire. Tevel says it will start broadcasting digitally in September. The company has purchased 100,000 state-of-the-art converters for this purpose, slated to arrive by the end of the year.

von : Financial Times Deutschland 18.09

...Nach einem Gespräch mit Metabox-Vorstand Domeyer sieht Analyst Achim Fehrenbacher von der Investmentbank M.M. Warburg nach wie vor keinen Grund, an den Ankündigungen von Metabox zu zweifeln. Er hat das Metabox-Papier weiterhin auf "Halten" eingestuft. "Bislang ist nur ein Auftrag von Metabox wirklich bestätigt worden", sagt Fehrenbacher. Dabei handelt es sich um ein unbekanntes israelisches Unternehmen, dem Metabox bis zum Jahresende die erste Charge von
100 000 Geräten liefern will.

verdächtig !?? ...oder nicht ? :)
Marianne ist intelligent, spielt Bingo und schlägt das Geld.

Gruß, Jan Philip
jau Janphil !

Nur das Problem: Das Ganze kann natürlich auch zu weiteren Verzögerungen führen. Hoffen wir es nicht ....
@ Oliver

Hab Dir vorhin unter Deiner Mailadresse aus dem Userinfo eine Mail geschickt. Sollte die Adresse nicht mehr richtig sein, schick mir doch bitte ans Postfach die aktuelle.

Gruß, JP
Tuesday , Sep 19, 2000 Sun-Thu at 18:00 (GMT+3)
Headlines
National Semiconductor Israel Launches Chips for Information Appliances Market

By Yanay Alfassy


National Semiconductor unveiled today three chips for three key market segments in the information appliance market: Internet Personal Access Devices "WebPAD"; digital converters "Set-Top-Box"; and network terminals "Thin Client". A senior executive stated that the chips will cost $50 each in 10,000 unit packages.

According to research by IDC, the market for information appliances is expected to amount to $17.8 billion in 2004. IDC expects that in 2002, equipment orders for information appliances in the US will exceed orders for PCs.

National Semiconductor markets chips to various computer and communications sectors. Its customers include Philips, AOL, IBM, Sony and Compaq. Its main offices are in Santa Clara, California and its research center is in Herzliya.

The company`s "Geode" microprocessor was developed in Israel and is a key component in the WebPAD and digital converters products. Company turnover was $2.2 billion in 1999. National Semiconductor employs 10,500 people worldwide, including 200 in Israel.

Published by Israel`s Business Arena on 19 September 2000
, September 20, 2000




Barak, Cellcom, Ofek plan joint offensive

Companies meet to form a lobby over the granting of high speed Internet licenses

By Hadar Horesh
Ha`aretz Correspondent

Three companies intending to compete in the high speed Internet sector are combining forces to persuade the government to grant them the necessary licenses.

Next Thursday, representatives of Cellcom, Barak International Telephone Communications and Ofek will meet in Cellcom`s offices in Herzliya to plan their campaign to exert pressure on the Prime Minister and the Attorney General`s Office.

The three companies were impressed by a public campaign run by the cable companies which bore fruit last week when Prime Minister Ehud Barak instructed the attorney general, Elyakim Rubinstein to check, as quickly as possible, the necessary legal processes granting the cable companies the licenses to operate high speed Internet.

Ofek and Cellcom have already sent a letter to the Communications Minister, Binyamin Ben-Eliezer, strongly criticizing the injustice of the decision to grant high speed Internet licenses "within weeks" to the cable companies and Bezeq.

The Communications Minister informed the attorney general that granting these licenses would not set a precedent for others seeking similar licenses.

President of Cellcom, Jacob Perry, said in his letter to the communications minister last weekend that the decision to grant Bezeq and the cable companies the high speed Internet licenses would not stand up in court.

The three companies do not have the infrastructure in place to provide high speed Internet to all homes (though Cellcom has a national broadcasting network), unlike the cable companies and Bezeq, but the companies insist that the communications minister allow them to use Bezeq`s infrastructure until they establish their own.

The three companies, Barak ITC, Cellcom and Ofek, also intend to cooperate for the tender for the wireless frequencies that the government will run early next year.

The new frequencies will allow the companies to access their subscribers both by telephone and through broadband Internet by the end of 2001.
Wednesday, September 20, 2000




Railways get A-G`s conditional nod to rent out fiber optics

By Hadar Horesh
Ha`aretz Correspondent

Attorney General Elyakim Rubinstein has given a conditional green light for the Israel Railways Authority to rent the excess capacity on its fiber optic network. The network is used for the railroad`s control system, but the excess capacity could be used to provide domestic telecommunications services.

A number of companies - especially those seeking to compete with Bezeq in this market - are interested in making use of this fiber optic infrastructure. The railroad`s fiber optic lines, from Be`er Sheva to Haifa, could potentially be used to provide broadband service to most of Israel`s business centers and high-tech industries.

The Communications Ministry granted the Railways Authority a permit to rent this fiber-optic capacity, saying it would provide an impetus for competition against Bezeq`s monopoly on domestic telecommunications. Officials at the Finance and Justice ministries, however, contended that their Communications Ministry colleagues are not authorized to issue this permit. The treasury also argued that it was unfair for the publicly funded railway authority to compete in the open market against private enterprises.

The attorney general expressed concern that the permit issued by the Communications Ministry would enable the railway authority to become an operator of telecommunications services. He emphasized that the permit should be limited to allow the Israel Railways Authority to lease out its fiber optic capacity to communications companies without allowing the railroad to actually enter this market itself. The attorney general will append a directive to this effect to the original permit.

Under the revised permit, companies that wish to lease the fiber optic capacity from Israel Railways will need to install the equipment necessary to adapt the network for telecommunications. The permit will also require the railroad`s management to establish a subsidiary to handle the leasing of its fiber optic lines.

The Communications Ministry was unhappy with the attorney general`s ruling. "The Communications Ministry is authorized to grant one type of infrastructure license and not different types of licenses depending on the owner of the infrastructure," the ministry responded.

The spokesman for the Israel Railways Authority said that the railroad`s management would like to carry out its plan to lease its infrastructure as soon as possible under the revised permit, but would also challenge and seek to overturn the limitations the attorney general added to the original permit. The spokesman noted that Rubinstein said in his ruling that he would be willing to review his decision with the railways authority if requested.
Elbit Drops $2 Million In |starkey|NET

By InternetNews.com Staff
August 31, 2000

Israel News Archives



[Tel Aviv, ISRAEL] Elbit Ltd. this week poured $2 million into Israeli start-up StarkeyNET Ltd. with an eye towards using its wireless applications.
The deal follows an options grant that gave Elbit (ELBTF) 40 percent shareholding in |starkey|NET. Elbit expects to use the natural language platform for its Web-based B2C and mobile ventures, according to company president and CEO Yigal Baruchi.

The technology uses natural language and 3-D animated personal assistants for software use with users of cellular phones, handheld organizers and interactive televisions. The system activates operations through text and speech presented between the user and the virtual assistant.

Elbit is a startup incubator and Net VC player, and is also a 12.3 percent shareholder in Partner Communications, a GSM cellular operator in Israel.
Hallo,
ich habe eine Aktie für euch, die Spekulativ ist, aber bis ende des Jahres sichere 500-1000 % Gewinn bringt, dies ist 885921, dies soll kein Push Versuch sein, oder jemanden zum Kauf Verleiten. Es ist eine US Pharma Firma, die momentan für 0,22 € zu haben ist, billiger bekommt man sie nie mehr. Ich habe sie auch gekauft, und schon meinen Depotwert gut gemacht. Aber jetzt bei 0,22 also mein Einstiegskurs ist sie echt billig! Bei dem Kurs könnt ihr nichts falsch machen, sie heißt VisonAmerica, bei Interesse neues Board eröffnen. Es ist nur ein Anlage Tipp.

Mfg

Letssell.de
@ junkstro

Glückwunsch, geniale Vernebelungstaktik. Schauen wir einfach mal, was es da außerdem noch so alles gibt.

Gruß, JP
ein neuer player in Konkurrenz zu den cables im Kampf um high speed Internet. Die Mobilfunkanbieter wollen auch ins Boot !!

Ofek Demanding Temporary Communications License Similar to Cable Companies
By Efi Landau


Ofek, owned by the Eurocom group, is demanding from Prime Minister and Ehud Barak, Minister of Communications Benjamin Ben-Eliezer and Attorney General Elyakim Rubinstein to be included in the granting of temporary licenses about to be issued to the cable companies.
Ofek general manager Reuven Sagan-Cohen wrote a letter, sent yesterday to the above three concerns, stating, "If the cable companies receive a license to provide Internet services for a short period, on condition that they meet the requirements in a future arrangement to be determined, Ofek demands to be similarly given a license in the same manner, until the permanent steps are determined.
"Ofek agrees to an agreed upon arbitrator to decide the frequency prices as an alternative to the tender (as was the case with the cable companies). Alternatively, Ofek will commit to stop using the frequencies on the announcement of the winner, in the event that it does not win the frequency tender."
Sagan-Cohen added that such action would only partially compensate for the inequality existing among companies forecast to compete in inland communications.
He accused the addressees, due to single-minded pursuit of bringing immediate high-speed Internet to the public, of neglecting in their overall judgement a most important consideration: the extent of the contribution to competition the move would lead to. He said this consideration represents the public good more than the need for immediate high-speed Internet.
At the same time, Ofek`s attorneys sent a letter to the same addressees detailing all the legally questionable aspects, in their opinion, in the decision to provide cable companies with a temporary communications license and allow Bezeq high-speed Internet. The attorneys demand that Ofek be given the same right to a hearing on these issues before the relevant authorities.
"Globes" has learned that the company is preparing to petition the courts to issue an injunction against the granting of a communications license to the cable companies.
Published by Israel`s Business Arena on 20 September, 2000

Eurocom, Cellcom Examining Joint Competition for Inland Communications Market
By Efie Landau

"Globes" has learned that Eurocom and Cellcom petitioned Anti-Trust Authority director general David Tadmor to unofficially examine whether they can jointly compete for the inland communications market.
Eurocom has established Ofek for this purpose. Eurocom and Cellcom want to compete for this market using LMDS wireless technology.
According to "Globes" reports, Eurocom is holding advanced negotiations with BellSouth - which owns 33% of Cellcom - for a partnership in Ofek. The partnership would include cooperation between Ofek and Cellcom.
The negotiations are currently in the final stages, and involve a equal partnership between BellSouth and Eurocom in Ofek. In the negotiations, Eurocom is being represented by its general manager Shaul Alovitz and its partner Arison Investments general manager Shlomo Nechama. BellSouth is represented by its manger for Europe and Israel Phil Wallace, who is also a director of Cellcom.
Cellcom owns valuable assets which will help in the competition for the inland communications market: operational experience, 1,000 antennae across the country, over 2 million subscribers, a customer service system, etc.
Cellcom and Ofek have refused to respond to the report.
Cellcom president Jacob Perry, Barak chairman Meir Laiser and Ofek general manager Reuven Sagan-Cohen will meet tomorrow at the offices of Cellcom president, in order to formulate actions in response to the government`s plans to open the communications market to competition to Bezeq and the cable companies only, and to prevent other competitors from entering on equal terms.
Among the steps that will be considered at the meeting is to petition the High Court of Justice against issuing temporary communications licenses to the cable companies without passing the amendments to the law. An appeal will also be submitted if the cable companies and Bezeq are issued licenses to provide high speed Internet, without being obligated to enable competing companies to use their infrastructures in order to compete with them.
A joint legal battle will require Tadmor`s permission. The meeting itself does not require his approval.
Published by Israel`s Business Arena on 20 September 2000
und hier etwas, was MBX wahrscheinlich nur peripher tangiert - vielleicht aber ELSA:


Orckit Won`t Meet Bezeq Commitment for ADSL Modems
By Efi Landau

ADSL modem manufacturer Orckit informed Bezeq that will be not be able to meet its commitment to supply modems in 2001, as set in the tender it jointly won with French company Alcatel.
Bezeq is now considering two options: transferring the contract to Alcatel, or else using ECI Telecom as an additional supplier .
To date, Orckit has supplied 3,000 modems and Alcatel has supplied 5,000 modems to Bezeq, for a total of 8,000. Orckit committed to supplying 10,000 modems this year, while Alcatel recently submitted a business plan to supply 20,000 modems by the end of the year. If Bezeq does get a license to provide high-speed Internet service using ADSL technology in the next few days, and demand exceed projections, it seems reasonable that the company will not be able to meet the demand.
"Globes" has also learned that Alcatel and Israeli company Bynet, which is installing the equipment on its behalf, informed Bezeq that if it decides to transfer all of its modem requirements to them, and not contract to another supplier instead of Orckit, Alcatel will increase its supply of modems. Alcatel currently has orders for 2 million modems throughout the world, and it is juggling customers.
A senior Orckit executive told "Globes" that the supply of chips in September has been regular and that there are no further delays in sales. He said that Orckit expects delivery problems to Bezeq only.
Bezeq deputy general manager for marketing Pnina Shinhav said in response that the company would make every effort to successfully meet the expected demand.
Orckit said in reply, "The company initiated the approach to Bezeq`s management, informing it that it will supply 10,000 lines by the end of the year, as per our commitment."
Published by Israel`s Business Arena on 20 September 2000
Ja, da wird schon heiß gerungen um die Lizenzen zum High-Speed-Internetzugang in Israel. Aber zwei von mehreren denkbaren Ausgängen dieses Ringens wird es nicht geben: keine Lizenz für niemand - denn das würde heißen, keinen High-Speed-Internetzugang in Israel. Da würden sich alle Beteiligten lächerlich machen und die Bevölkerung würde aufheulen.

Und ein zweiter denkbarer Ausgang ist auch völlig unwahrscheinlich: die Lizenz nur für den Telekommunikationsgiganten Bezeq. Denn dessen Monopolstellung soll ja gerade gebrochen werden. Also werden im Interesse der allseitigen Marktöffnung und Deregulierung eher mehr Lizenzen vergeben werden als weniger. Deswegen kommen ja jetzt auch alle aus ihren Löchern und melden ihre Interessen an.

Die Cable Companies werden ihre Internetlizenzen bekommen, da gehe ich jede Wette ein, aber vielleicht keine Telefonlizenzen. Möglicherweise verlieren sie ihre Exklusivität hinsichtlich des Broadcasting- bzw. TV-Monopols - aber das würde das uns interessierende Geschäft in keiner Weise tangieren. Überhaupt nichts von all dem würde dieses.

Man wird eine Lösung finden, die den technischen Fortschritt nicht behindert - also iTV wird eingeführt werden - und die den Wettbewerb fördert.

Gruß, JP
Ja - der Meinung bin ich auch. Trotzdem darf man auch nicht verkennen, dass es iTV ohne Highspeed-Internet wohl schwer haben wird. Gerdae echtes video-on-demand ist undenkbar.
Verzögert sich die endgültige Zulassung, kann sich auch die Bekanntgabe des israelischen Kunden verzögern. Um so mehr Unternehmen querschiessen (und es werden täglich mehr) umso komplizierter und langsamer wird die Genehmigung.
Die gegenwärtige außenpolitisch angespannten Lage (ja - ich sehe die Verhandlungen mit den Palästinensern als außenpolitisch und betone das auch) macht die Sache nicht einfach.

Schon jetzt gibt es Beschwerden, dass Tevel mit Dingen wirbt (highSpeedInternet), die ihnen noch gar nicht genehmigt sind. Man sollte genau beobachten, was dort passiert.
Thursday, September 21, 2000




High-speed Internet delay is `embarrassing` for Israel

By Ora Coren
Ha`aretz Industry Correspondent

The Chief Scientist of the Industry and Trade Ministry described the delay in operating high-speed Internet in Israel as an embarrassment, and damaging to local industry. Speaking yesterday at a conference of the Israeli Center for Management, Carmel Vernia suggested that since the delays were bureaucratic and technological, then the licenses for operating high-speed Internet should be granted immediately, and the government could worry over the problems of competition after the fact.

"It is most important to open up high-speed Internet, and the government could reserve the right to make policy decisions on regulation and competition later," he said. The lack of a local market in broadband users halts development in those companies that specialize in applications in the field, Vernia said.

"A strong local market always strengthens industrial development in those local markets," he explained. As an example, he noted that the strong local defense industry had led to advances in related technologies for consumer use. "The interaction with the customer leads to new applications and makes the business more dynamic and effective. The moment one ingredient is missing, then we have a big problem"

Next month a telecoms conference is to be held in Israel under the banner "Communications in the 21st century begin in Israel" Telling foreign investors that Israel is on the cutting edge is embarrassing if there is no local high-speed Internet, Vernia said.

While recognizing a need for regulation, Vernia points out that the government speaks of globalization, but fails to apply the message itself. "Over-regulation and the lack of suitable conditions in the high tech field force companies to flee overseas. Instead of encouraging local enterprise, the government encourages them to leave" The same applies to the changes needed in the Companies Law, regarding mergers and acquisitions and taxation, he added.

Vernia proposed that a monthly meeting be held at the Prime Minister`s Office with leading high tech companies to update the prime minister on the sector. The government, for its part, should concentrate on long term education, Vernia continued, pushing math and physics in high school. Only 10 percent of Israeli school leavers have graduated in these subjects, compared to the European average of 20 percent.

Among the changes in conditions applying to government R&D grants is the removal of the stipulation that the product must be manufactured in Israel. However, "if two identical companies apply for a state grant, preference will be given to the one that guarantees manufacture in Israel," Vernia said. Other changes to the R&D rules are currently in discussion between the chief scientist`s office, the Industry and Trade Ministry and the treasury
"Ja, da wird schon heiß gerungen um die Lizenzen zum High-Speed-Internetzugang in Israel. Aber zwei von mehreren denkbaren Ausgängen dieses Ringens wird es nicht geben: keine Lizenz für niemand - denn das würde heißen, keinen High-Speed-Internetzugang in Israel. Da würden sich alle Beteiligten lächerlich machen und die Bevölkerung würde aufheulen." Das war meine Einschätzung gestern abend um elf.

Heute heult schon mal der Chief Scientist des Handels- und Industrieministeriums auf. Ha`aretz, die große israelische Tageszeitung, berichtet:

Thursday, September 21, 2000

High-speed Internet delay is `embarrassing` for Israel

By Ora Coren
Ha`aretz Industry Correspondent

The Chief Scientist of the Industry and Trade Ministry described the delay in operating high-speed Internet in Israel as an embarrassment, and damaging to local industry. Speaking yesterday at a conference of the Israeli Center for Management, Carmel Vernia suggested that since the delays were bureaucratic and technological, then the licenses for operating high-speed Internet should be granted immediately, and the government could worry over the problems of competition after the fact.

"It is most important to open up high-speed Internet, and the government could reserve the right to make policy decisions on regulation and competition later," he said. The lack of a local market in broadband users halts development in those companies that specialize in applications in the field, Vernia said.

"A strong local market always strengthens industrial development in those local markets," he explained. As an example, he noted that the strong local defense industry had led to advances in related technologies for consumer use. "The interaction with the customer leads to new applications and makes the business more dynamic and effective. The moment one ingredient is missing, then we have a big problem"

Next month a telecoms conference is to be held in Israel under the banner "Communications in the 21st century begin in Israel" Telling foreign investors that Israel is on the cutting edge is embarrassing if there is no local high-speed Internet, Vernia said.

While recognizing a need for regulation, Vernia points out that the government speaks of globalization, but fails to apply the message itself. "Over-regulation and the lack of suitable conditions in the high tech field force companies to flee overseas. Instead of encouraging local enterprise, the government encourages them to leave" The same applies to the changes needed in the Companies Law, regarding mergers and acquisitions and taxation, he added.

Vernia proposed that a monthly meeting be held at the Prime Minister`s Office with leading high tech companies to update the prime minister on the sector. ...

****

Soweit der Chief Scientist. Eine einzige Blamage wäre es für Israel, sagt er, sich einerseits als führend im Bereich der Informationstechnologien darzustellen und andererseits aus Gründen von Überregulierung keinen High-Speed-Internetanschluß zuzulassen. Recht hat er. Bis zum Monatsende wird es die Zulassung geben und das Interactive TV kann wie von Tevel & Co geplant abheben. Da gehe ich jede Wette ein.

Gruß, Jan Philip
Nochmal der Chief Scientist - diesmal aus der Jerusalem Post:

Thursday, September 21 2000 18:33

Chief scientist: No future for hi-tech without regulation reform plan
By Gwen Ackerman

Hi-tech may be in for a dismal future if the government does not promote education, ease corporate tax laws, and create a stronger local market, Industry and Trade Ministry Chief Scientist Carmel Varnia said yesterday. (...)

"Let`s talk about high-speed Internet. We have one of the best cable infrastructures in the world. Bezeq`s network is also one of the best in the world and only because of regulatory issues is it not being utilized. It`s not even that the government isn`t encouraging its use, it`s delaying it."

Introduction of high-speed Internet has been held up for months, as the issue of expanding the cable companies` existing concessions to include Internet service gets kicked from the Communications Ministry to the Justice Ministry to the Finance Ministry and back again.

(...)

"We are losing out to other countries," Varnia concluded. "We can do things a lot better."

****

Es wird jetzt Druck gemacht. Spätestens bis zur großen Messe (mit Kongreß) "Telecom Israel 2000" vom 6.-9. November soll alles laufen - nicht nur der Highspeed-Internetanschluß, auch das Interactive TV (mit Boxen, ohne geht`s ja nicht).

Link zur Messe:http://www.kenes.com/telecom/index.asp

Um diese Zeit kann`s in Israel noch richtig schön warm sein - wie siehts aus, bergsteiger, petronius etc. - kleinen Teil vom Gewinn - mit Abstecher zum Roten Meer...??

Gruß, Jan Philip
@janphil

ok, ab nach israel. ich optioniere schon mal die flüge. das wird ein fest.

www
[/b]Die Jerusalem Post von heute:[/b]

Friday, September 22 2000 02:09

Ofek, Barak, Cellcom demand fast Internet license
By Gwen Ackerman

JERUSALEM (September 22) - Ofek, Barak, and Cellcom joined forces yesterday to demand that the Communications Ministry grant them a license to provide fast Internet on terms equal to those of Bezeq and the cable companies.

Equality in what is intended to be a competitive market can only be achieved through a policy of unbundling, whereby existing cable and Bezeq infrastructures would be accessible to all telecommunication providers, the companies said in a joint statement. The unbundling refers to the wires (in the case of Bezeq) or cables that connect a client`s home to the telecommunications network.

All three independent companies said that if unbundling was the norm, they could provide fast Internet without delay. Cellcom, has been laying a fiber optic network throughout Israel, Barak is also an ISP (Internet Service Provider), and Ofek has been building its wireless infrastructure for more than two years.

"Only by insuring the independent telecommunications companies direct and equal approach to the client simultaneously with the opening of the market to competition will there be full and true competition in the fast Internet market," the joint statement said.

The demand came a day after the Industry and Trade Ministry`s Chief Scientist Carmel Vernia criticized the government for delaying the introduction of high speed Internet, and said he was embarrassed by advertising for a telecoms conference that is running under the slogan "Communications in the 21st century begins in Israel."


The issue of how to launch fast Internet has gotten tangled in regulatory issues such as how much the cables should pay to expand their existing operations. In the meantime, Bezeq`s infrastructure is ready to go, but its launch is being delayed until another competitor is ready to enter the market.

****

Alle wollen sie jetzt die begehrten Lizenzen, auch die wireless-Anbieter - und ich denke, alle werden sie bekommen (die Lizenzen für fast Internet, nicht die für broadcasting). Deregulierung ist derzeit angesagt in Israel.

Gruß, Jan Philip
Es hat übrigens nie jemand davon gesprochen, daß die mbx 1000 noch im 3. Quartal an Israel ausgeliefert wird. Mit der Auslieferung des Auftrags sollte begonnen werden. Vermutlich beinhaltet der z.B. auch mbx 500, vielleicht sogar noch mbx 50.

Wenn also die mbx 1000 erst im Oktober oder November geliefert werden würde, wäre das weiß Gott kein Drama. Die Israelis raufen ohnehin noch um die Lizenzen, wie Ihr wißt.

Es werden hier von der Basherbande Dinge hochgekocht, die in der High-Tech-Branche völlig normal sind. Verzögerungen sind nun mal an der Tagesordnung. Wegen den Verzögerungen bei Microsoft mußten in letzter Minute zwei riesige Geschäfte umgebaut werden (UPC und ATT) und Liberate sahnt sie ab. Aber trotzdem wird Microsoft kommen mit seiner Interactive-TV-Software, da sind sich alle einig. Genauso wie Metabox mit der met@box 1000.

Gruß, Jan Philip
SALVE!

@janphil: Am Samstag bin ich zurueck aus Lissabon, melde mich dann!
Die Idee mit Israel klingt gut, aber MBX muss dann schon wieder gestartet sein !!!

Ich habe deinen alten Thread zu Worldsat gesehen, hast du nochmal etwas in Erfahrung gebracht ?

Petronius
Ach was liest man doch soetwas gerne!!!!!

Es geht voran in Israel. Und wir mitten drin. I love it.

Gruß Top@s
SHALOM, Jerusalem!
Die Verheißung wird Wirklichkeit.
Wenn alle beten!
FSTACHO
tja - scheint wohl so, dass es doch wieder Verzögerungen gibt. Auf jeden Fall konnten sich die Kabelunternehmen in Israel nicht mit der Regierung bezüglich der Zulassung für high speed Internet einigen.
Da es möglich ist, dass sich damit auch die geplante Werbekampagne für die Boxen verzögert (bis es abzusehen ist, ab wann die Genehmigung erfolgt), kann sich das eklatant auf die Bekanntgabe des Kunden seitens MBX auswirken !!

Ich würde nicht damit rechnen, bevor hier kein Beschluss gefasst wurde. Dieser rückt aber wieder einmal in die Ferne.

Sunday , Sep 24, 2000 Sun-Thu at 18:00 (GMT+3)

Headlines

Prior to Attorney General Rubinstein Opinion: Dispute Among Cable Companies Over High Speed Internet

By Efi Landau
Cable companies Tevel, Golden Channels and Matav failed to reach an agreement over their answer to Attorney General Elyakim Rubinstein`s questions regarding the granting of high speed Internet licenses, before the termination of their franchises.
The eight day period Prime Minister Ehud Barak gave the attorney general to determine whether the licenses can be granted will therefore end without a practical result.
The discussion among the heads of the cable companies over the weekend focused on the questions raised by Deputy Attorney General Davida Lahman-Messer to their attorney David Libai. The questions dealt with, among other things, the evaluation mechanism for fees the companies will have to pay for the extension of their franchises: unbundling debts (for the use of the cable company`s infrastructures by competitors); and the possible legislative separation of content and infrastructure.
At the same time, there have been signs that Bezeq and the cable companies oppose BellSouth`s investment in Eurocom-owned Ofek, and the merger between Ofek and Cellcom in the competitive inland communications market. A cable company senior executive said, "It is unacceptable that Cellcom and Eurocom cooperate to provide communications services using cellular infrastructure, without payment or tender."
The same executive stated that Eurocom, controlled by the Arison family, holds shares in Partner, a controlling interest in YES Satellite, Internet Gold, Bank Hapoalim, Housing and Construction real estate, the virtual mall P1000 and other companies.
Published by Israel`s Business Arena on 24 September 2000
@ alle Interessierten (auch aus Anlaß der Frage von Kimba1 in einem anderen thread)

Die Situation in Israel hinsichtlich der Lizenzvergabe für den Highspeed-Internetzugang (mit der aber auf der wettbewerbsrechtlichen und -politischen Ebene weitere gravierende Probleme verknüpft sind) ist derzeit gekennzeichnet durch massive Interessengegensätze und entsprechende Kämpfe der Beteiligten. Man muß sich klarmachen, daß mit den Lizenzvergaben die entscheidenden Weichenstellungen über die Marktpositionen der betroffenen Unternehmen fallen. Heute wird gemeldet, daß sich die Cable Companies noch nicht einmal untereinander auf eine gemeinsame Antwort an den Attorney General (der auf Anweisung von Ministerpräsident Barak eine rechtliche Lösung vorbereiten soll) einigen konnten.

Wie sich all das auf die Bekanntgabe des israelischen Vertragspartners von Metabox auswirkt, können natürlich weder Oliver noch ich letztlich beurteilen. Es könnte unserer Einschätzung nach aber eine Bekanntgabe verzögern. Das hätte seine Ursache dann allerdings in Entwicklungen, die sich dem Einflußbereich von Metabox nun weiß Gott entziehen.

Wer sich über all das aus erster Hand selbst informieren möchte, kann das jederzeit tun. Am umfangreichsten informiert Globes, "die" israelische Wirtschaftszeitung (unserem Handelsblatt vergleichbar). Die englischsprachige Internetausgabe erscheint meistens am Spätnachmittag. Hier der Link: http://www.globes.co.il/cgi-bin/Serve_Arena/level/English/1.….

Gruß, Jan Philip
Hallo Janphil und Oliver,

danke für die Infos.
Die Situation in Israel ist wirklich etwas unübersichtlich.
Es stellt sich jedoch die Frage, inwieweit die Lizenzvergabe für Highspeed Internetzugang etwas mit der Durchführung des Metabox Deals zu tun hat.

Begründung:
1. Der Vertrag wurde bereits im April 99 abgeschlossen. Zu diesem Zeitpunkt war noch viel weniger absehbar, wie sich die Lizenzverhandlungen gestalten.

2. Eine Marketingaktion kann man nicht einfach um x Wochen verschieben. Da müssen Anzeigen gebucht, Spots geschaltet und sonstige Aktivitäten geplant werden.

3. Die Installation der Boxen wurde geplant und die notwendigen Resourcen vorbereitet.

4. Selbst wenn sich nächste Woche die Parteien einigen, steht dann sofort die Infrastruktur zur Verfügung? Doch wohl kaum. Daher muß doch wohl geplant sein, die Boxen erst mal ohne Highspeed Zugang zu installieren.

5. Im Aktionärsbrief vom 10. April 99 steht
„Eine Schlüsselrolle für das Rundum Angebot werden dabei die von der Met@box AG lizensierten Technologien wie Abonnentenverwaltung, interaktive Portalelemente, Abrechnungsdienste, BOT-Studio sowie Content Management System einnehmen“
Dies läßt mich vermuten, dass man ohnehin geplant hat ohne Highspeed Internetzugang zu starten. Welche Elemente der Phoenix funktionieren nur mit Highspeed?


Die Situation zeigt m.E. jedoch recht deutlich, dass es erhebliche Kontroversen zwischen den Cable-Companies gibt. Das macht für mich den Wunsch des Kunden auf Verschwiegenheit sehr plausibel. Das man nicht alles vollkommen geheimhalten kann, dürfte jedem einleuchten. Hängt man es jedoch an die große Glocke, muss man sich vielen Fragen stellen und sicherlich mehr Details preisgeben.


Gruss
Oliver
Da die derzeitige komplexe Situation in Israel offenbar doch bei Einigen auf Interesse stößt, hier ein weiterer Artikel aus der heutigen Ausgabe von Globes, der die Brisanz und Vielschichtigkeit der Angelegenheit nochmal deutlich unter Beweis stellt.

Sunday , Sep 24, 2000
Communications Features

Perry to PM Barak: See You in Court
By Efi Landau

This Thursday, a historic summit is scheduled to take place between Cellcom president Jacob Perry, Barak CEO Avi Patir and Ofek Reuven Sagan-Cohen to formulate strategy to fight the emerging alliance between the State and the two major monopolies, Bezeq and the cable companies, over the creation of an omnipotent duopoly in the country`s inland communications market. Cellcom, Barak und Ofek sind unabhängige - nicht zur Interessenssphäre von Bezeq und den Cable Companies gehörenden - Telekommunikationsunternehmen, vorwiegend im Mobilfunk-Bereich. Sie wollen nun eine gemeinsame Strategie formulieren, wie sie der angeblich entstehenden Allianz zwischen dem Staat und den zwei Hauptmonopolen im Kommunikationsmarkt - Telco Bezeq und den drei Kabelfernsehunternehmen - begegnen.

What Cellcom, Barak and Ofek have in common is the efforts they are making to compete in the inland communications market through LMDS wireless access infrastructure and the feeling that the State is abandoning them in favor of a market consisting of the two competitors. Such a market is very remote from a truly competitive one. Öffnung des Communication-Marktes für den Wettbewerb ist das immer wieder verkündete wesentliche Ziel - eigentlich auch der Regierung - aber mächtige Interessengruppen (vorwiegend die alten Monopole) versuchen natürlich ihre alten Claims zu erhalten und für die Zukunft weiter abzusichern.

The initiative in granting a temporary license to the cable companies came from the Minister of Communications, backed by Prime Minister Ehud Barak, at the beginning of the week, simultaneous to the granting of an ADSL license to Bezeq, which will lead to the start of high-speed Internet services in Israel. It would have been more welcome if it had been accompanied by a parallel speeding up of the entry process for additional competitors in the market.

However, the Ministry of Communications has avoided publishing a tender for the purchase of wireless frequencies by new competitors for over a year, effectively stymieing true competition.

"Globes" has received a copy of a letter Cellcom president Jacob Perry sent last Friday to Prime Minister Ehud Barak, prior to the meeting at the Prime Minister`s Office on Sunday, from which the news regarding the temporary license to cable companies emerged. Gemeint ist die vorletzte Woche. Einen Bericht über das Sonntagstreffen könnt Ihr weiter unten lesen. The message was delicately worded, yet clear: Perry, and apparently other companies Barak and Ofek will not permit the process to continue without it being put to the test in court. The State may have saved itself court action vis-a-vis the cable companies, but not the counter action. Hints emerging from the Ministry of Justice`s reservations about the State`s ability to defend the Bezeq directive, place the beginning of high-speed Internet services in the near future in great doubt.

Here is a full translation of the letter:

"Mr. Prime Minister,

Reports are recently increasing about government intentions to speed up provision of broadband communications service (high-speed Internet) while avoiding the full legislative measures of the proposed amendment to the Communications Law, which aimed to settle the matter in an orderly fashion.

Cellcom, the first to create a competitive communications market since it first started operating in 1994, regards itself as a partner in competition in the inland line communications field, including broadband technology and the provision of high-speed Internet. Any shortcuts granting an advantage to Cellcom`s future competitors in this market, the legality of which is questionable, is liable not to withstand legal scrutiny. Hier wirft Cellcom den Hut in den Ring und sagt, wir wollen in den Wettbewerb auch im "line communication field" einsteigen und uns nicht nur auf wireless beschränken. Wenn Du, Barak, unsere zukünftigen Wettbewerber in diesem Feld - die alten Monopole - bevorzugst, indem Du ihnen Lizenzen gibst, bevor saubere rechtliche Voraussetzungen dafür geschaffen wurden, dann sagen wir schon jetzt, daß wir dagegen vor Gericht ziehen werden. Diese Drohung hatte zur Folge, daß Barak den Generalanwalt Rubinstein beauftragte, binnen einer Woche Vorschläge zu erarbeiten, wie das Problem rechtlich einwandfrei gelöst werden könnte.

Cellcom only seeks to participate in the competition now opening up under equal terms to its giant competitors, Bezeq and the cable companies. Such terms can be brought about only if the move to grant licenses by a speeded-up process is simultaneously accompanied by complementary measures allowing additional potential competitors to participate in the market and to overcome regulatory and physical entry barriers. Such moves are known professionally as the "unbundling" of access networks and the "right to use" arrangement. Zu gut deutsch: Baut für uns neue Wettbewerber die durch regulatorische und "physikalische" Einschränkungen bestehenden Markteintrittsbarrieren ab und verschafft uns das Recht, die bestehenden Netze mit zu nutzen.

The transfer of property under equal terms die Forderung, das Eigentum, genauer wohl die Nutzungsrechte, an den bestehenden Netzen gleichberechtigt den neuen Wettbewerbern der alten Monopolunternehmen - die die Netze immerhin aufgebaut haben - zur Verfügung zu stellen is something the government ministries are familiar with and is accepted by all professional concerns as the essential ingredient, without which the market is not opened to competition. Solving the issue in this fashion is also supported by a majority of the Knesset and is the norm in most Western countries today (in fact, countries announcing the opening of the communications markets without dealing with unbundling issue were left with empty declarations, without real competition).Die wissen schon, mit welchen Argumenten man auch einen Ministerpräsidenten unter Druck setzen kann.

If a swift attempt is made to solve the Gordian knot als gordischer Knoten will es mir auch langsam erscheinen so that companies like Cellcom, seeking to enter the prestigious market and create healthy and genuine competition, are able take part, Cellcom can be counted on to cooperate. What is needed is a broad agreement, anchored in writing, by all those regarding themselves as competitors, to open the broadband service to competition, while at the same time removing the entry barriers to new competitors by creating the above-mentioned market conditions.

Any steps taken to grant broadband services which do not take into account other competitors, who have been waiting for such a long time at the starting line, is unreasonable and legally questionable. The result will be the irreversible creation of a duopolistic, pseudo-competitive market. The Israeli public will lose out, the country`s remote areas will remain unconnected to broadband, and the economy will triply lose out by paying a high price in the absence of competition.


I trust we`ll find you are a faithful partner in a genuine and comprehensive move for the benefit of Israeli society and its economy.

"Sincerely,
"Jacob Perry."

Published by Israel`s Business Arena on 20 September, 2000

****

Ein starkes Schreiben. Argumente, denen man sich nicht so leicht verschließen kann. Die Kabelunternehmen konnten sich, wie hier berichtet, an diesem Wochenende nicht auf eine gemeinsame Position verständigen. Das klingt nicht gut und ist ein Zeichen von Schwäche.

Aber daraus kann man keine eindeutigen Konsequenzen ableiten hinsichtlich der Frage, welche Mitteilung Metabox am kommmenden Wochenende machen wird - oder noch unterlassen muß, weil der gordische Knoten in Israel sich noch im Stadium der weiteren Knüpfung, nicht aber Lösung befindet.

Gruß, Jan Philip
keine guten nachrichten aus israel:


:Sunday , Sep 24, 2000 Sun-Thu at 18:00 (GMT+3)
Headlines

Prior to Attorney General Rubinstein Opinion: Dispute Among Cable Companies Over High Speed Internet
By Efi Landau


Cable companies Tevel, Golden Channels and Matav failed to reach an agreement over their answer to Attorney General Elyakim Rubinstein`s questions regarding the granting of high speed Internet licenses, before the termination of their franchises.

The eight day period Prime Minister Ehud Barak gave the attorney general to determine whether the licenses can be granted will therefore end without a practical result.

The discussion among the heads of the cable companies over the weekend focused on the questions raised by Deputy Attorney General Davida Lahman-Messer to their attorney David Libai. The questions dealt with, among other things, the evaluation mechanism for fees the companies will have to pay for the extension of their franchises: unbundling debts (for the use of the cable company`s infrastructures by competitors); and the possible legislative separation of content and infrastructure.

At the same time, there have been signs that Bezeq and the cable companies oppose BellSouth`s investment in Eurocom-owned Ofek, and the merger between Ofek and Cellcom in the competitive inland communications market. A cable company senior executive said, "It is unacceptable that Cellcom and Eurocom cooperate to provide communications services using cellular infrastructure, without payment or tender."

The same executive stated that Eurocom, controlled by the Arison family, holds shares in Partner, a controlling interest in YES Satellite, Internet Gold, Bank Hapoalim, Housing and Construction real estate, the virtual mall P1000 and other companies.

Published by Israel`s Business Arena on 24 September 2000
sag mal Junkstro - so nur als Frage: liest Du eigentlich auch, was schon gepostet wurde, bevor Du hier postest ?
Ist schon das 2. mal, dass Du doppelt postest.
Ist der Übersichtlichkeit nicht gerade dienlich.

Danke trotzdem !!
wie jeden tag:

Rubinstein to Recommend: High Speed Internet for Cable Cos - Only if They Meet Government Demands
By Efi Landau

Attorney General Elyakim Rubinstein is expected to recommend to Prime Minister Ehud Barak to accept the demand of Minister of Communications Benjamin Ben-Eliezer to offer the cable companies high speed Internet short-term licenses until the end of their franchises only on the condition that they agree to sign commitments, which they until now opposed.

According to Rubinstein, granting licenses without such commitments is liable to raise serious legal problems that will not pass the scrutiny of the High Court of Justice. Senior officials believe that the cable companies will find it difficult to meet these obligations.

The cable companies have not replied to questions posed by the Ministry of Justice regarding the contradiction between receiving temporary licenses and the fact that permanent legislation has yet to be passed by the Knesset. In addition, they have not agreed to accept unbundling obligations - the use of their infrastructures by competitors.

The attorneys for Cellcom, Ofek and Barak are submitting a joint petition to the High Court of Justice to issue a restraining order against granting licenses to the cable companies. Yesterday, the attorneys of the three companies held their first meeting, where it was decided to work together to prepare the appeal.

It was also decided that Cellcom`s legal advisor Michal Bleich will represent the independent communications companies forum, consisting of the three companies, at the meeting of the Knesset Finance Committee on Wednesday to discuss the competition rates in the inland communications market.

Published by Israel`s Business Arena on 25 September 2000
und hier der Kommentar:

Commentary: Rubinstein, Stick to Your Guns
By Efi Landau

Attorney General Elyakim Rubinstein has notified Prime Minister Ehud Barak that the cable companies had not replied to the queries made by Deputy Attorney General Davida Lahman-Messer. For this reason, Rubinstein added, he could not meet the deadline set by Barak, namely, provide an opinion within eight days on awarding a temporary high-speed Internet license.

Two scenarios are now possible. Under the first, the cable companies will meet today or tomorrow and furnish Rubinstein with the required answers. They will probably either answer "No" to the key question of whether they would be prepared to place their infrastructures at the disposal of competitors, or say "Yes", and make their consent conditional on a two-year period of grace.

Under the second scenario, the cable companies will not come up with any answers, in which case the Attorney General will issue an unequivocal recommendation against providing them with a license.

One thing is certain: We are not going to get any high-speed Internet out of this. The cable companies are not going to get a license, nor will Bezeq (if it gets one, the cable companies will petition the HCJ), and both monopolies will see to it that the amendment will not go through either.

So who is to blame for all this? Are the jurists - Elyakim Rubinstein and Davida Lahman-Messer - the real culprits? Accusations that they are motivated by populist considerations are none other than populist.

As things now stand, cable company leaders are not prompted by concern for the interests of the State, but for their own business interests. They are fully entitled to do so, and this, rather than any other reason, is holding up competition. High-speed Internet is delayed because Bezeq is fighting competition, as are the cable companies, and because the Ministry of Communication is not doing enough to promote the cause of competition. All Rubinstein is doing is seeking legal ways for encouraging competition. That is why we say: stick to your guns, Rubinstein.

Published by Israel`s Business Arena on 25 September, 2000
und hier der Kommentar:

Commentary: Rubinstein, Stick to Your Guns
By Efi Landau

Attorney General Elyakim Rubinstein has notified Prime Minister Ehud Barak that the cable companies had not replied to the queries made by Deputy Attorney General Davida Lahman-Messer. For this reason, Rubinstein added, he could not meet the deadline set by Barak, namely, provide an opinion within eight days on awarding a temporary high-speed Internet license.

Two scenarios are now possible. Under the first, the cable companies will meet today or tomorrow and furnish Rubinstein with the required answers. They will probably either answer "No" to the key question of whether they would be prepared to place their infrastructures at the disposal of competitors, or say "Yes", and make their consent conditional on a two-year period of grace.

Under the second scenario, the cable companies will not come up with any answers, in which case the Attorney General will issue an unequivocal recommendation against providing them with a license.

One thing is certain: We are not going to get any high-speed Internet out of this. The cable companies are not going to get a license, nor will Bezeq (if it gets one, the cable companies will petition the HCJ), and both monopolies will see to it that the amendment will not go through either.

So who is to blame for all this? Are the jurists - Elyakim Rubinstein and Davida Lahman-Messer - the real culprits? Accusations that they are motivated by populist considerations are none other than populist.

As things now stand, cable company leaders are not prompted by concern for the interests of the State, but for their own business interests. They are fully entitled to do so, and this, rather than any other reason, is holding up competition. High-speed Internet is delayed because Bezeq is fighting competition, as are the cable companies, and because the Ministry of Communication is not doing enough to promote the cause of competition. All Rubinstein is doing is seeking legal ways for encouraging competition. That is why we say: stick to your guns, Rubinstein.

Published by Israel`s Business Arena on 25 September, 2000
Dann also auch wieder eine kurze kommentierte Zusammenfassung von mir auf deutsch - denn die Angelegenheit spitzt sich nun in interessanter Weise zu.

Es wird also erwartet, so sagt der Artikel, daß Generalanwalt Rubinstein, der dem Premierminister juristisch wasserdichte Lösungen vorschlagen soll, folgende Empfehlung aussprechen wird:


Die Cable Companies sollen zeitlich befristete Lizenzen für Highspeed-Internetbetrieb erhalten (gültig für zwei Jahre, denn 2002 laufen ohnehin sämtliche Lizenzen aus und müssen neu verhandelt werden), aber nur unter der Bedingung, daß die Kabelunternehmen bereit sind, sich zu verpflichten, ihren neuen Wettbewerbern (Cellcom, Barak, Ofek etc.- s.u.) die Nutzung der von den Cable Companies aufgebauten Infrastrukturen zu gestatten - also im wesentlichen der Netze und was sonst noch so dazugehört - das sog. "unbundling", das weltweit immer mehr gefordert und praktiziert wird, im Interesse des offenen Wettbewerbs. Natürlich sollen die neuen Wettbewerber die Infrastruktur der Kabelunternehmen nicht kostenlos nutzen dürfen, der Preis wäre auszuhandeln - würde aber wohl im wesentlichen von der mächtigen Regulierungsbehörde festgelegt werden, dem Cable and Satellite TV Council mit der (gutaussehenden - na ja, gehört hier eigentlich nicht her) Frau Inbar an der Spitze, die sehr genau weiß, was sie will.

Das wollen die Kabelunternehmen nun überhaupt nicht. Sie wollen nämlich sogar zusätzlich zu den Highspeed-Internetlizenzen am liebsten noch eine Telefonlizenz und gleich noch die Zusicherung, das ganze Paket dann 2002 verlängert zu bekommen, ohne daß sie dafür erneut an den Staat Lizenzgebühren zahlen müssen. Da schreit aber der Generalanwalt auf und sagt, die Regierung sorgt nicht genügend für die Staatseinnahmen, wenn sie das gestattet (wie der Kommunikationsminister eigentlich favorisieren würde, und der hatte Barak eigentlich schon hinter sich).

Der Generalanwalt sagt ganz klar, wenn die Kabelunternehmen zu der geforderten Verpflichtung nicht bereit sind, würde eine Lizenzvergabe vom Obersten Gericht gnadenlos kassiert werden.

Die Cable Cos sind sich zu allem Unglück uneins, wie sie nun reagieren sollen. In dieser Situation haben die neuen Wettbewerber Cellcom, Ofek und Barak (letztere Firma nicht verwandt oder verschwägert mit dem Premierminister) schon mal prophylaktisch eine gemeinsame Eingabe an das Oberste Gericht eingereicht, welches die Lizenzvergabe an die Kabelunternehmen verhindern soll. Die Wettbewerber sind sich da nämlich ganz einig.

Nun soll das Ganze zunächst vor dem Finanzausschuß der Knesset verhandelt und beraten werden.

Bis hierher erstmal - später noch eine Fortsetzung mit meiner Prognose, wie die Geschichte ausgehen wird. (Wie Ihr merkt, liebe ich derartige Verwicklungen - und deren Lösung.)

Gruß, Jan Philip
Den englischsprachigen Kommentar kannte ich nicht, als ich meinen Beitrag schrieb, und kann ihn im Moment auch nicht lesen.

JP
Den englischsprachigen Kommentar kannte ich nicht, als ich meinen Beitrag schrieb, und kann ihn im Moment auch nicht lesen.

JP
Also, ich gehe hier weiter einsam meinem Privathobby nach, diesen israelischen Wirtschaftskrimi weiter zu verfolgen (bin übrigens zweimal dort gewesen, einmal als junger Student 4 Wochen im Kibbuz, vielleicht deshalb die gewisse Affinität. Israel ist ein tolles, außerordentlich interessantes Land.)

Der Kommentator (der übrigens bei Globes das Thema langfristig gepachtet hat und journalistische Stimmungsmache gegen die alten Monopole betreibt) steht voll hinter Rubinstein und stachelt ihn an ("stick to your guns"). Die Presse und auch die Bevölkerung ist geschlossen für Marktöffnung und Wettbewerb. Die Kabelunternehmen haben in den vergangenen 10 Jahren offenbar ziemlich schamlos ihr TV-Monopol ausgenutzt - auf jeden Fall war die Bevölkerung mit dem gebotenen Preis-Leistungsverhältnis unzufrieden und lief in Scharen zum Satellitenfernsehen YES über, als das im Juli startete.

Während sich die Kabelunternehmen damals noch in einer guten Verhandlungsposition der Regierung gegenüber sahen(hinsichtlich ihrer Lizenzwünsche), weil sie schließlich nach langem Sträuben eingewilligt hatten, YES an dem von ihnen produzierten Content teilhaben zu lassen und nun eine Kompensation dafür beanspruchten (die ihnen Barak und der Kommunikationsminister auch geben wollten - in Form der kurzfristigen Lizenzen), hat sich nun das Blatt gewendet. Das ist immer die Gefahr - wer zuviel fordert und seine Machtposition überschätzt, steht am Ende ganz ohne da (bzw. wer zu spät kommt...)

Es hat sich nun jedenfalls eine neue Koalition formiert aus Generalanwalt, den 3 unabhängigen neuen Wettbewerbern (Cellcom, Barak, Ofek) und der Presse. Die Verhandlungsposition der Kabelunternehmen hat sich m.E. erheblich verschlechtert. Meine persönliche Einschätzung ist, daß sie im Interesse der von ihnen gewünschten Lizenzerweiterung dem unten beschriebenen "Unbundling" werden zustimmen müssen - d.h. zähneknirschend ihre Infrastruktur auch den Unabhängigen werden zur Verfügung stellen müssen. Die andere vom Globes-Kommentator angesprochene Alternative - keine Lizenzen für Highspeed-Internet für niemand - wird es nicht werden. Das wäre eine absolute Blamage für Israel, das doch neben den USA die führende High-Tech-Nation sein will. Diesen Ausgang wird man sicher verhindern.

Was heißt das alles für "unser" Boxengeschäft? Dieses war ja - so kann man leicht schließen - auf die Schiene gesetzt worden, damit die Cables der Bevölkerung neue, attraktive Angebote machen können - auch wegen der Konkurrenz von YES. An der Sinnhaftigkeit dieses Gedankens hat sich nichts, aber auch gar nichts geändert. Eher müssen die Cables wegen der neuen zusätzlichen Konkurrenz der Unabhängigen um so schneller in die Pantinen kommen und mit den neuen Angeboten - Interactive TV, E-Commerce-Angebote etc. jetzt rasch Nägel mit Köpfen machen - denn sie haben jetzt noch einen Zeitvorteil bei der Besetzung dieses Marktsegments.

Meine Prognose also: Hinsichtlich der Lizenzen wird man letztlich sagen, der Spatz in der Hand ist besser als die Taube auf dem Dach und wird die Kröte des Unbundling schlucken. Und dann wird es heißen, jetzt bloß schnell her mit den Boxen!! Wetten, daß...

Gruß, Jan Philip
Man sollte sich vielleicht an dieser Stelle noch einmal die nachstehende Kurzstudie von Merck Finck & Co (Oliver Graf Wrangel) anschauen, die kurz nach der entsprechenden Metabox-Adhoc Mitte April veröffentlicht wurde, und sie mit der heutigen Situation vergleichen. Merck Finck ist als Emissionsbank traditionell sehr gut über MBX informiert, und Wrangel ist ein außerordentlich kundiger und bedachtsamer Analyst. Wie erscheint diese Studie in heutigem Licht?

Met@box - outperformer

WKN: 692120 MET(A)BOX AG Merck Finck & Co 18.04.2000


Die Analysten von Merck Finck & Co stufen die Aktien von Met@box als outperformer ein.

Blockbuster Deal Opens up New Perspectives

DM500m block buster deal

The blockbuster deal announced on April 10 doubles the company`s own revenue projections for the current year. The deal increases our expectations for 2000 revenues by more than 130% to EUR99m. We increase our EPS estimates by 246% to EUR2.7for 2000.

Deal will be filled and completed by July 2001

The deal comprises the delivery of 500,000 interactive multimedia Set-Top-boxes with a total value of DM500m. The boxes will be the new generation of Set-Top-boxes, Phoenix, which were introduced at CeBit in Hannover, this year. Delivery will start in August 2000 and end approximately July 2001.

No risk of retreat by the still unknown buyer

The contract is a fixed order, not a basic agreement, taking away any opportunity for the buyer to cancel any portion of the order, at any time after taking the first delivery. The company, which wants to remain unnamed for the time being, due to competition reasons, has set up the financing of this deal and will distribute the Set-Top-boxes for free, to private households in one country.
In the price for the Set-Top-box, included is the BOT technology (Broadcast on Television), a smart card reader, and a module allowing broadcast of signals over a TV film, without interrupting the film. The buyer has built up an e-Commerce platform with various co-operation partners, who will profit from increased activity by private households through the use Phoenix Set-Top-boxes.

Outsourcing of production and assembly

The company has out-sourced the production of the Set-Top-boxes to Asian companies in the Far-East, who are used to handling large volume orders, thus avoiding the risk of execution. Metabox will make quality checks in Asia, and deliver the boxes directly from there, in contrast to the previous generation of boxes (Metabox 50 or Metabox 500), which were assembled in Germany.

Fair value of earnings approximately EUR140

Our two-phase earnings discount model gives us a fair value of EUR140, assuming a growth rate of 15% for the years 2003-2009, and no growth for the following years. The P/E ratio of 27 for 2000 and 14 for 2001 look relatively low compared to the strong earnings growth for the years to come. We therefore, upgrade the stock from Marketperform to Outperform.

****

Vergleichen wir also das Ganze mit der heutigen Situation. Zunächst lesen wir, daß es die neue MBX 1000 ist, um die es bei diesem Auftrag geht. Es bringt nichts, von falschen Voraussetzungen auszugehen. Die Lieferung von MBX 50 oder 500 ist offenbar nicht Vertragsbestandteil.

Dann heißt es, die Lieferung beginnt im August 2000. Nun scheint sie tatsächlich Ende September zu beginnen, vermutlich noch in kleinen Stückzahlen, um dann im 4. Quartal in Großserienstückzahlen ausgeliefert zu werden und wahrscheinlich noch in diesem Jahr die 100.000 Stück zu erreichen.

Na und, kann man da nur sagen. Wir haben also eine Verzögerung von einem Monat. Das ist im Ergebnis so wichtig wie der berühmte Sack Reis, der in China umfällt. Denn angesichts der hier zur Genüge beschriebenen Querelen in Israel und bisher nicht erfolgten Zulassungen / Lizenzvergaben wurden die Boxen dort ohnehin bisher offenbar nicht benötigt. So what?

Dann heißt es klipp und klar, es handele sich um eine fixed order, not a basic agreement, taking away any opportunity for the buyer to cancel any portion of the order, at any time after taking the first delivery.

Daß das Unternehmen aus Wettbewerbsgründen bisher geheimgehalten werden will, kann sich ja wohl jeder nach der Lektüre dieses Threads vorstellen. Aber daß das gesamte Geschäfts schon damals durchfinanziert war, ist wichtig zu wissen.

So, und nun das Entscheidende: Auf der Basis nur dieses einen Auftrags ermittelte Merck Finck`s Wrangel einen fairen Wert von 140 EUR, das sind nach dem neuen Kurs also 28 EUR.

Aber es sind seitdem 5 Monate vergangen - die Entwicklung der met@box 1000 ist erheblich weiter fortgeschritten bzw. fertiggestellt; das Unternehmen wurde in vieler Hinsicht weiter aufgebaut; weitere Aufträge (in unterschiedlichen Stadien) kamen hinzu, der Ausbau der Tochtergesellschaften und verbundenen Unternehmen, Graetz, Polen. Alles ist vorangegangen. Also müßte der faire Unternehmenswert weiter gestiegen sein.


Aber, wie man leider andererseits weiß, wird an der Börse eben eher selten der faire Wert einer Aktie gehandelt.

Gruß, Jan Philip
Hallo Janphil,

klasse Beträge. Vor allem Deine Interpretationen zu den politischen Querelen in Israel.

Du hälst Dich auffällig bedeckt beim Thema Aktienkurs. Was ist Deiner Meinung nach das Problem im Moment?

Gruss
Oliver
schön auch zur Verdeutlichung - ein artikel in der Jerusalem Post:#

Ofek, Barak, and Cellcom consider appeal on fast Internet
By Gwen Ackerman

JERUSALEM (September 26) - Ofek, Barak, and Cellcom have started drafting an appeal to the Supreme Court to prevent the government from granting the cable companies a short-term license for providing fast Internet, a source close to the companies said yesterday.

The three independent telephony companies are demanding that the Communications Ministry open the high-speed Internet market to all players simultaneously, while establishing ideal conditions for competition by insisting on unbundling, which would make cables and Bezeq infrastructure available to all providers.

Granting a short-term Internet provider license to the cable companies would merely be another way of granting them a de facto permanent permit, restricting the market to newcomers, say Ofek, Barak and Cellcom, who last week joined forces to fight the pending cable licensing.

Attorney-General Elyakim Rubinstein, under pressure from the Communications Ministry to allow the cable companies to launch their fast Internet service in order to compete with Bezeq, whose infrastructure is also ready, is to rule on the short-term license soon.

In their appeal, the independent telephony group will note that if the government allows Bezeq and the cable companies to launch high-speed Internet services without licensing other companies as well, it will create a duopoly that will be almost impossible to compete with, the source said.

The companies will decide when to file the appeal depending on developments in coming days, the source added.
Als kleines Dankeschön an Dodo werde ich den Artikel mal eben übersetzen:

"Ofek, Barak und Cellcom erwägen Klage wegen "fast Internet"

O., B. und C. bereiten eine Klage beim Obersten Gericht vor, um die Regierung daran zu hindern, den Kabelunternehmen eine vorläufige (kurzzeitige) Lizenz zu gewähren, Highspeed-Internet anzubieten, verlautete gestern aus einer unternehmensnahen Quelle.

Die drei unabhängigen Telekommunikationsunternehmen fordern, daß das Kommunikationsministerium den Highspeed-Internetmarkt allen Wettbewerbern gleichzeitig öffnet und ideale Wettbewerbsbedingungen dadurch schafft, daß es darauf besteht, die Infrastruktur der Kabelunternehmen und von Bezeq (Telekom Israels) allen Anbietern zu öffnen (sog. Unbundling).

Den Kabelunternehmen eine vorläufige Internetprovider-Lizenz zu gewähren wäre lediglich eine andere Form, ihnen de facto eine Dauererlaubnis zu erteilen und Neueinsteigern beim Markteinstieg zu behindern, argumentieren O., B. und C.,die letzte Woche ein gemeinsames Vorgehen gegen die anstehende Lizenzvergabe beschlossen.

Generalanwalt Rubinstein (eine Art oberster Rechtsberater der Regierung mit erheblicher Macht) ist beauftragt, die Bedingungen für die vorläufige Lizenz (an die Cables) bald festzulegen und steht unter dem Druck des Kommunikationsministeriums, den Kabelunternehmen ihr Fast-Internet-Angebot zu erlauben, um ihnen damit den Wettbewerb mit Bezeq zu ermöglichen.

In ihrer Klage wird die Gruppe der unabhängigen Telekommunikationsunternehmen darauf hinweisen, daß die Regierung ein Duopol schafft, mit dem Wettbewerb nahezu unmöglich ist, wenn es Bezeq und den Kabelunternehmen erlaubt, Highspeed-Internet anzubieten, ohne anderen Unternehmen diese Möglichkeit ebenfalls einzuräumen.

Die Unternehmen werden anhand der Entwicklungen der nächsten Tage entscheiden, ob und wann sie die Klage einreichen, fügte die unternehmensnahe Quelle hinzu."

JP
Commerce One: B2B-Plattform für Israel

Der bekannte B2B-Anbieter Commerce One (Nasdaq: CMRC) wird die Technologie für den führenden israelischen Hightech-Marktplatz liefern. Der virtuelle B2B-Marktplatz wird von dem führenden israelischen Internet Provider Internet Gold, der Bank Hapoalim, Compaq Israel, The Israel Corp. und Ofek Newworld betrieben.

Die endgültige Vertragsunterzeichnung soll in den nächsten 30 Tagen stattfinden. Der Marktplatz wird auf Basis der Commerce One Plattform betrieben, wobei die angebundenen Unternehmen Zugang zu Commerce One´s B2B-Community Global Trading Web erhalten. Über finanzielle Details dieser umfassenden Allianz wurde bis dato noch nichts bekannt.

Commerce One notieren im frühen Nasdaq-Handel leicht im Minus bei 80 Dollar.

14:59 26.09 A. Mittermeier
Das ist nicht etwa die Konkurrenz. Hier handelt es sich um einen B2B-Marktplatz, also für den Handel zwischen Unternehmen.

Das Projekt, in das MBX involviert ist, ist ein B2C-Projekt, also Business-to-Consumer.

JP
Aber in anderer Hinsicht ist die Meldung interessant:

Alle dort Beteiligten gehen offensichtlich davon aus, daß es sehr bald einen Highspeed-Internetzugang in Israel geben wird. Denn ohne einen solchen würde dieses Projekt wohl kaum Sinn machen.

Gruß, Jan Philip
hi jp

wie siehst du als israelexperte die gerüchte um sci, die ja auch in israel vertreten sind ?

MFG
JS
SCI könnte evtl. auch Teile der Fertigung der Boxen übernehmen. Somit hat MBX mehr als genug Produktionskapazitäten.
Mit dem Kunden in Israel hat das zunächst einmal wenig zu tun. Allerdings könnte das SCI Werk in Israel, sollte MBX tatsächlich neuerdings Kunde bei SCI sein, Boxen produzieren.
Das würde das Geschäft logistisch natürlich stark vereinfachen...
Ich sehe es wie Oliver. Es gibt Hinweise, daß u.a. SCI demnächst für MBX fertigt.

JP
hallo oliver
weißt du etwas über einen neuen aktionärsbrief?
wann soll der kommen?
lt. Fr. Schumacher (Agentur Schumacher`S) arbeiten sie fieberhaft an einem Aktionärsbrief, der noch diese Woche rauskommen soll.

CU
SALVE!

Habe auch mit Schumacher telefoniert, angeblich kommt der Aktionaersbrief am Freitag, vermutlich vormittags. Wenn nicht parallel auch eine Ad-hoc kommt, interessiert mich der Inhalt kaum, denn die Kurse werden fallen.

Petronius
@Oliver H.

Bist Du online?
Würde gerne mal ein paar Sachen klarstellen!

obolus
Würde es Euch sehr viel ausmachen, Eure Privatkonversationen nicht gerade im Israelthread abzuhalten?

Danke.

Gruß, JP
@Janphil
Danke für den Dt. Posting, hört sich alles an wie damals als man unsere lieben Telekom das Monopol weggenommen hat.

@Petronius
Der Brief soll bis Freitag kommen, kann also auch morgen schon kommen.

DODO
Hallo zusammen,

bis jetzt hab ich eher auf Tevel getippt, wie aber passt folgendes?

Gruss
Oliver


Matav Receives Permit to Provide Pay Per View and Near Video on Demand

NETANYA, Israel, Sept. 19 /PRNewswire/ -- Matav Cable Systems Media Ltd. (Nasdaq: MATV), a leading Israeli provider of broadband cable TV services, announced that on September 14, 2000, the Company received a permit from the Ministry of Communications, to provide Pay Per View and Near Video on Demand services.
These services will include up to 12 channels, adult movies and life events. The Company is preparing to start the provision of services within the next few weeks.

Matav is one of Israel`s three cable television providers, serving roughly 25 percent of the population in a government-mandated monopoly market. Matav`s investments include 15 percent of Partner Communications Ltd., a GSM mobile phone company, 10 percent of Barak Ltd., Israel`s second-largest provider of international long distance and Internet telephony, and 100 percent of Non-Stop, a new company preparing to offer broadband Internet services.
(This press release contains forward-looking statements with respect to the Company`s business, financial condition and results of operations. These forward-looking statements are based on the current expectations of the management of Matav Cable only, and are subject to risk and uncertainties, including but not limited to changes in technology and market requirements, decline in demand for the company`s products, inability to timely develop and introduce new technologies, products and applications, loss of market share and pressure on pricing resulting from competition, which could cause the actual results or performance of the Company to differ materially from those contemplated in such forward-looking statements. The Company undertakes no obligation to publicly release any revisions to these forward-looking statements to reflect events or circumstances after the date hereof or to reflect the occurrence of unanticipated events. For a more detailed description of the risk and uncertainties affecting the company, reference is made to the Company`s reports filed from time to time with the Securities and Exchange Commission.)
/CONTACT: Alma Weich, Counsel of Matav Cable Systems, +972-9-860-2266; or Rachel Levine, Investor Relations of The Anne McBride Co., 212-983-1702, for Matav/

Quelle : http://www.nasdaq-amex.com/asp/quotes_news.asp?symbol=MATVY…


Und das kann man auf unter http://www.matav.co.il/htmls/indexes/infoIndex.htm lesen:

Matav is about to complete an upgrade of its CATV broadcast and transmission system, including technologically advanced head-ends and a broadband, hybrid optical fiber/coaxial cable CATV network (Microwaves links are used as well, for coverage of the major cities in the northern part of Israel).

Matav’s cable transmission network is capable of supporting both broadcast transmission and two-way data transmission, for telecommunications and computer networking. The return channel allows live broadcasting from the area, network status monitoring and interactive services such as internet access, home shopping etc.

As part of the company’s preparation towards becoming a Multi-Service-Operator for interactive TV, telephony and Data Over Cable services, the company has defined two network upgrade projects, Segmentation and Bandwidth expantion.


Oder vielleicht doch alle drei zusammen? Die technischen Vorbereitungen scheinen jedenfalls alle zu treffen.
Wer nicht nimmt zur rechten Zeit...

Nun ist es so gekommen, wie ich vorhergesagt habe: die Kabelunternehmen haben sich weitgehend den vom Generalanwalt gestellten Bedingungen unterworfen. Selbst das "unbundling" müssen sie akzeptieren, d.h., ihre Netze ihren Wettbewerbern zur Verfügung stellen (gegen Nutzungsentgelt natürlich).

Aber den Highspeed-Internetanschluß soll es nun erst Mitte 2001 geben - wenn alles gut geht, denn im Augenblick besteht zunächst nur die Hoffnung auf eine Lizenz. Aber lest selbst:

Wednesday, September 27, 2000

Cable companies agree to most terms for broadband license

By Hadar Horesh
Ha`aretz Correspondent

The cable companies announced yesterday that they accept most of the terms stipulated by Attorney General Elyakim Rubinstein as a condition for addressing their application for a temporary permit to provide domestic communication services, according to a letter sent yesterday by the cable companies` legal adviser, David Libai, to the Communications Ministry.

Rubinstein`s conditions are free access to network service providers and unbundling (leasing parts of the cable infrastructure to other service providers); moreover, he said, the temporary license will not serve as grounds for demanding a permanent one or for barring a tender for cable infrastructure once the current TV broadcasting license has elapsed. The cable companies have also agreed to Rubinstein`s recommendation to appoint an arbitrator or outside expert after the temporary license expires, to assess the value of the permanent license.

The cable companies have not, however, responded to several demands presented by Deputy Attorney General Davida Lahman-Messer. Lahman-Messer required the cable companies to waive broadcasting exclusivity and concede some of these rights to Bezeq. In clarifications that the cable companies are to submit today, they are likely to claim that this requirement has already been met, since Bezeq holds 30 percent of Yes satellite broadcasting company.

The cable companies hope that the Attorney General will now soon license them to provide broadband and telephony services. These services will be available only once cable infrastructure upgrading is completed in mid-2001.

Rubinstein`s conditions were drafted at the request of Prime Minister Ehud Barak, who asked him to pave the way for a temporary telecom license for the cable companies, until the expiration of their TV broadcasting franchise.

The Attorney General`s position until now was that the cable companies were barred from providing network and telephone services as long as they do not have a permanent license for the cable infrastructure. The cable companies` current franchises are to expire between 2002 and 2004.
JP,

was heißt das für den Israel-Deal? M.E. müßte das die Sache vereinfachen, wenn man zunächst mit den "normalen" Internet-Möglichkeiten arbeitet. Den High-Speed-Zugang, den es bei uns auch nach und nach geben wird (Callahan etc), wird man später auf der Phoenix-Plattform nutzen können. Nach meinem Erkenntnisstand hat Metabox in Israel schon technische Vorarbeiten für das Geschäft getätigt. Manche behaupten, es seien schon Boxen geliefert. Ich bin gespannt, ob der Aktionärsbrief dies bestätigt ohne vielleicht den Namen des Auftraggebers nennen zu können. Oder besagt die Meldung aus Israel, daß für die Geheimhaltung des Namens nun kein Anlaß mehr besteht. Dann könnte der Aktionärsbrief im Sinne der Erwartungshaltung ja auch positiv ausfallen.
FSTACHO
@ FSTACHO

Das ist gar nicht so einfach zu beantworten. Man muß sich überlegen, welche Bedingungen notwendig sind, um die Angebote zu starten, die dem Israel-Deal zugrundeliegen, und welche entbehrlich sind. Sollte z.B. der israelische Vertragspartner bzw. das dortige Konsortium keine Internetlizenz haben (die Lizenzen werden in Israel ziemlich restriktiv vergeben), was soll er dann mit den Boxen? Nun könnte man sagen, BOT z.B. ist ja was anderes. Aber hat er dafür eine Lizenz?

Tatsache ist, daß die Kabelunternehmen vorhatten und -haben, Interaktives Fernsehen "mit allen Schikanen" in Israel einzuführen - also mit Highspeed-Internet, Digital TV etc.. Tevel z.B. hatte schon mit einer Werbekampagne dafür begonnen und wurde juristisch zurückgepfiffen, weil es für seine Angebote noch keine Lizenzen besaß (s. weiter unten im Thread).

Man kann sich auch auf den Standpunkt stellen, was schert es Metabox, ob die in Israel Lizenzen haben oder nicht - gekauft ist gekauft. Aber ganz wohl ist einem dabei nicht. Das Problem ist einfach, daß die Lage in Israel doch sehr unübersichtlich ist in ihren Auswirkungen auf den Deal. Wir kennen ja schließlich den Vertrag nicht.

Andererseits ist richtig, daß es nicht Metabox zu vertreten hat, wenn die israelischen Partner die dortigen Voraussetzungen für den Einsatz der Boxen nicht auf die Reihe bekommen. Und wenn es aus den dortigen Zusammenhängen heraus zu weiteren Verzögerungen in der Frage der Namensveröffentlichung kommt.

Ich persönlich bedaure es sehr, daß Metabox eine Situation hat entstehen lassen, die so gespannt ist, daß man den Eindruck hat, es darf nun nichts, aber auch gar nichts mehr schiefgehen. Es geht eben manchmal was schief (s. die Rangeleien um die Lizenzen in Israel mit der Folge von Verzögerungen dort). Ein Aktienkurs sollte nie am seidenen Faden hängen müssen.

Gruß, Jan Philip

PS. Freue mich jedes Mal, Deine Beiträge zu lesen, weil sie immer sachlich und durchdacht sind.
JanPhil,

Danke. Nach meiner Einschätzung, die durch eigene Recherche begründet ist, wird es mit MBX wieder aufwärts gehen. Ich hoffe, daß wir uns dann weiterhin vernünftig unterhalten können. Du machst Dir sehr viel Arbeit, von der ich bisher (wenn auch jertzt nicht mehr im Aktienkurs) profitiert habe. Inwiefern, teile ich Dir später mal mit. Die neuesten Israel-Meldungen stehen nun im MBX-Forum, wo sie meines Erachtens auch besser aufgehoben sind. Die letzten Vorfälle hier in wo -insbesondere die Falschmeldung über SD - lassen es einem mittlerweile nicht mehr ratsam erscheinen, wo zu benutzen.
FSTACHO
Heute könnte der Kursverlauf im Vordergrund stehen:

Met@box reduziert Umsatz- und Gewinnprognose für das Jahr 2000

Eine Verzögerung bei der Konfiguration der neuen Generation von Set-Top-Boxen veranlasst die Met@box AG , ihre Umsatz- und Gewinnerwartungen für das laufende Geschäftsjahr zu reduzieren. Das Unternehmen erwartet jetzt einen Umsatz von 70 Mio D-Mark (gegenüber der erst im April des Jahres auf 198 Mio DM angehobenen Umsatzprognose) und einen Verlust von 15 Mio. Mark (gegenüber der auf 14 Mio. D-Mark angehobenen Gewinnerwartung). Der bereits für das laufende Geschäftsjahr geplante Lieferbeginn für einen auf zwei Jahre angelegten Auftrag über 500.000 met@boxen wird erst Anfang 2001 erfolgen. Grund der Verschiebung sind Engpässe in der Softwareentwicklung sowie Abstimmungs-schwierigkeiten mit dem Zulieferer der Entschlüsselungs-Software, die auf ausdrücklichen Kundenwunsch zu implementieren ist. Diese ermöglicht den Empfang verschlüsselter Pay-TV-Programme über die met@box. Die von Seiten des Zulieferers noch fehlenden Daten wird die Met@box AG nunmehr bis Ende Oktober erhalten. Aufgrund der inzwischen wesentlich vergrösserten Personalressourcen im Softwarebereich der Met@box AGwird die technische Abnahme des Gesamt- systems zeitnah erfolgen. Die Serienproduktion ist bereits vorbereitet und wird im Dezember, sofort nach der Abnahme, beginnen. Die Entscheidung über die Terminverschiebung wurde in enger Abstimmung mit dem Auftraggeber getroffen. Für das Jahr 2001 erwartet die Met@box AG deshalb unverändert einen Umsatz in Höhe von 600 Millionen D-Mark.

Für weitere Informationen: Stefan Domeyer, Vorstand, Met@box AG, Daimlerring 37, D-31135 Hildesheim,Tel. 05121-7533-0, Fax 05121- 7533-75, eMail: shareholder-info@metabox.de Investor Relations-Partner der Met@box AG: Schumacher`s AG für Finanzmarketing, Sckellstr. 3, D-81667 München, Tel: 089 - 4892720, Fax: 089 - 48927212, eMail: metabox@schumachers.net Ende der Mitteilung



info@dpa-AFX.de

PS: Dies ist seid langer Zeit mal wieder ein wirklich guter Thread zum Thema! Grosses Lob! :)
Servus Investierte,

meine Ausführungen zu mbx haben vor einiger Zeit niemanden interessiert. Im Gegenteil: Sie wurden zerrissen! Die Art und Weise dieses damaligen Dialogs hatte überhaupt nichts mehr gemein mit dem üblichen Umgangston unter zivilisierten Menschen. Sei`s drum. Jetzt sind wir schlauer. Viele werden sagen: Leider!

Nach diesen Wochen möchte ich heute abermals meine Meinung zum Thema Israel (von der ich absolut überzeugt bin!!!) mitteilen: Es gibt keinen Deal mit Israel!

Über Internordic ist mir jedes Wort und jeder Gedanke zu schade.

Für die heutige PK rate ich folgende Fragen zu stellen:

1.
Wie steht es um das Londoner Listing?

2.
Ist SD bereit seine Lock-up-Frist freiwillig zu verlängern?

Für 1+2 gilt:
Ohne die Verwendung von Konjunkiven! Ohne die Verwendung rambulistischer, rethorischer sowie dialektischer Formulierungen!

Servus

Sepp Lederhose, ...der die Lust am Schreiben hier im Board weitestgehend verloren hat, aber derzeit wieder erste Gehversuche unternimmt, im unerschütterlichen Optimismus, dass irgendwann das Wort Niveau an Bedeutung gewinnt!
Unabhängig von den Tagesentwicklungen setze ich die Kommentierung des Israeldeals fort. Zur heutigen Adhoc-Mitteilung später. Hier zunächst der neuste Stand der Dinge in Israel selbst. Die Jerusalem Post:

Thursday, September 28 2000 03:01

Cable companies agree to lease infrastructure
By Gwen Ackerman

JERUSALEM (September 28) - In a letter to Deputy Attorney-General Davida Messer-Lahman yesterday, the cable companies agreed to the Communication Ministry`s condition that they lease parts of their infrastructure to competitors - a process known as "unbundling" - in exchange for a short-term fast Internet license, but they sidestepped conditions set by the attorney-general.

David Libai, legal adviser to the cable companies, said in the letter that there was no legal reason not to allow Communication Minister Binyamin Ben-Eliezer to grant the cables a temporary permit to provide domestic telephony services, including high-speed Internet.

Therefore, wrote Libai, Attorney-General Elyakim Rubinstein must justify his intervention in the process before the cables respond to his demands.

Rubinstein seeks an obligation from the cable companies to pay for a permanent domestic communications license - the price of which will be set by an independent arbitrator - and to allow the Knesset to decide whether or not they can continue to claim ownership over both their infrastructure and their content.

Angry that the cables are to be granted telephony rights, Bezeq has demanded that it receive broadcasting rights in return.

The Justice Ministry confirmed that the cables` letter had been received, and that it was being discussed.

Ben-Eliezer has been pushing to circumvent existing restrictions in order to allow the cable companies and Bezeq to simultaneously launch their Internet services.

At the same time, Barak, Ofek, and Cellcom have been demanding that the minister open the market not just to the cables and Bezeq, but to all telecommunications companies.

A forum set up by the three companies warned the government yesterday against accepting the cables` agreement to unbundling, noting that it came with the condition that the free access be delayed for a period to be set by Ben-Eliezer.

"The opening of the fast Internet market must be done on the basis of equality," the group said in a statement. "We demand equal opportunity for all competitors, which means sharing the existing infrastructure of both the cables and Bezeq."

Bezeq is opposed to unbundling, saying that by agreeing to lease its infrastructure it would be surrendering one of its main advantages in the market.

Seventy-seven percent of the public, however, supports free market conditions in the Internet market, and wants Ben-Eliezer to grant a license to any company that wants one, according to a survey this week by the Smith Institute.

The survey, which asked 501 adults who they thought should get a license, has a margin of error of 4.5%.

"The Forum of Independent Telecommunications companies demands that the communications minister grant high speed Internet licenses simultaneously to all the competitors," the statement from Barak, Ofek, and Cellcom said.

Ben-Eliezer is in Sweden and could not be reached for comment.

****

Nachdem die Kabelunternehmen zugestimmt haben, ihre Netzinfrastruktur Wettbewerbern im Wege des Leasing zur Verfügung zu stellen ("unbundling"), dürfte die Haupthürde für eine Lizenzerteilung beseitigt sein. Es geht jetzt im wesentlichen noch darum, ob nur die Kabelunternehmen sowie Telco Bezeq (das sich noch gegen ein unbundling seiner Netze sträubt) sofort eine Highspeed-Inernetlizenz erhalten (die Cables wollen außerdem auch eine Telefonlizenz, Bezeq eine Broadcasting-Lizenz), oder ob auch die unabhängigen Telcos Barak, Cellcom und Ofek eine Lizenz erhalten - wofür sich 77 % der israelischen Bevölkerung aussprechen, nach dem Motto: gleiches Recht für Alle.

Gruß, Jan Philip
Der folgende Kommentar unseres schon liebgewordenen Freundes Efi Landau (oder ist es eine Freundin?) ist heute bestimmt nur für Liebhaber wie mich interessant - aber er beschreibt das verzwickte Problem so treffend und köstlich, daß ich ihn nicht vorenthalten will.

Thursday , Sep 28, 2000 Sun-Thu at 18:00 (GMT+3)
Communications Features

Who Will Cut the Gordian Knot?
By Efi Landau

There is no doubt that the current communications mess in the State of Israel is unprecedented. Let us list the actors and describe who is lining up against whom in this game.


1)Bezeq against the cable companies. This is the most likely scenario. They are, after all, supposed to compete with each other.

2)Bezeq against Anti-Trust Authority director-general David Tadmor, who supports unbundling (use of a monopoly`s infrastructure by its competitors) for ADSL high-speed Internet services and granting a temporary communications license to the cable companies.

3)Bezeq against Attorney General Elyakim Rubinstein and his deputy, Davida Lachman-Messer, who wish to promote competition before Bezeq`s privatization, thereby weakening the company.

4)Bezeq united with Rubinstein and Lachman-Messer in opposing a temporary communication license for the cable companies and requiring the cable companies to unbundle.

5)Bezeq against the Ministry of Communications, which wishes to make unbundling a condition for granting an ADSL license.

6)Bezeq against the expected merger of Cellcom and Ofek into a group in order to compete against Bezeq in the local market.

7)Bezeq against Prime Minister Ehud Barak, who wished to grant the cable companies a temporary communications license.

8)A united front of Bezeq and the cable companies opposing the merger of Cellcom and Ofek.

9)The cable companies against Bezeq (naturally!).

10)The cable companies against Tadmor in the struggle to extend the now-expired ICP arrangement.

11)The cable companies allied with Tadmor, who supports granting them a temporary communications license.

12)The cable companies against Rubinstein and Lachman-Messer.

13)The cable companies against the Ministry of Finance.

14)The cable companies against the Ministry of Communications, which wishes to impose unbundling.

15)Cellcom and Eurocom against the PM, the Ministry of Communications, and Tadmor, who all favor a temporary communications license for the cable companies.

16)Cellcom and Eurocom allied with the Ministry of Communications, which wishes to impose unbundling on Bezeq.

17)Cellcom and Eurocom against the Ministry of Communications, which is postponing the LMDS tender and creating a duopoly between Bezeq and the cable companies by delaying the entry of new competitors.

18)Bezeq against the "judiciary".

19)A press campaign against "judicial tyranny".

20)The Israel Bar Association, supporting the Attorney General.

Ist das nicht köstlich - aber ich fürchte, er hat recht!


For some reason, it does not appear that competition will emerge from all this. Will the High Court of Justice (HCJ) provide the best show in town? If so, which issue will it address? Will it hear the cable companies` demands for a temporary license, or those of Eurocom and Cellcom either opposing that license or demanding a similar temporary status? Or will the judicial issue be Bezeq`s ADSL license without unbundling?

Unlike larger-than-life TV series, where we are always told what will happen next week, the only thing that can be stated with certainty is that next week there will be a mess. Perhaps it will be a different mess than the current one, but still a mess. What we won`t get will be high-speed Internet.

Bezeq

You could say that Bezeq is longing to be forced to provide high-speed Internet, while permitting its competitors to use its infrastructure. The Ministry of Communications, however, justly opposes giving Bezeq exclusivity in high-speed Internet, even for a short period, citing the company`s supposed unwillingness to provide its competitors with access to its infrastructure.

Instead of consenting to unbundling, which will eventually be forced on it, thereby forcing the Ministry of Communications to make a decision, Bezeq is defending its last rickety rampart, which can be easily penetrated, giving the Ministry of Communications the ideal excuse for not approving the company`s high-speed Internet license.

Let there be no mistake. A reasonable assumption is that even if Bezeq accepts unbundling, it will not receive high-speed Internet approval; the Ministry of Communications, however, will then be forced to admit the truth - it cannot grant Bezeq high-speed Internet without the cable companies, and vice-versa. The great pressure applied on the Attorney General to approve a temporary communications license by the cable companies and the Ministry of Communications is aimed at appeasing both the cable companies` shareholders and Bezeq.

The cable companies

History repeats itself. Over the entire length of the regulatory dispute of recent years, the cable companies took blow after blow. Their situation worsened, among other reasons because when it was possible to reach agreements under better conditions, they rejected the offers, ultimately accepting compromises under worse conditions.
Ich sagte es gestern in meinen Worten: Wer nicht nimmt zur rechten Zeit...

The same script is being read now. The offer of a temporary license until the expiration of their franchise, which will enable high-speed Internet services to be provided, is highly advantageous to the cable companies. As usual, however, they want it under their conditions, which they imagine they can dictate. When legal issues of principle are raised, which require solution before the license is granted, they attack the messenger - the Attorney General - who may be willing to allow them a concession in one area, but will not give them everything they want. The cable companies, like Bezeq, will ultimately have to accept the unbundling obligation. It is better for them to consent now, rather than be forced to do so at a later stage, at much higher prices.

Cellcom, Eurocom, and Barak

The chief barrier to a high-speed Internet arrangement lies in these companies; it is reasonable to assume that an initiative to halt such an arrangement will originate with them. The Ministry of Communications, the Anti-Trust Authority director-general, Minister of Communications Binyamin Ben-Eliezer, and Prime Minister Ehud Barak have decided that the dream of free competition will be realized in the Jewish state through provision of high-speed Internet services by Bezeq and the cable companies. Nothing could be further from the truth.

The fact that this attitude prevails among most communications market leaders is evidence that the monopolies, Bezeq and the cable companies, have succeeded in taking over the market even before competition has gotten started. All those striving today for high-speed Internet in a market of two monopolistic competitors, a duopoly, are subverting competition. A normal duopoly, in which the market is controlled by two companies, is sometimes worse than a monopoly.

Of all the previous and current mistakes on the road to opening the market to competition, the fact that the Ministry of Communications has not applied its full force towards the entry of new companies into the market by means of wireless access technologies is the biggest. As far as currently known, publication of the LMDS tenders is expected next week. Experience to date indicates that even if the Ministry of Communications commits itself to a timetable, it usually does not meet it.

If the tenders, which were originally to have been published over a year ago, are published next week, they must include a definite date for completion of the entire process and granting of the communications licenses to the new companies. Until that time, Ofek`s idea of a temporary license, similar to that of the cable companies, sounds reasonable. In that way, the high-speed Internet market may have a chance to become a truly competitive market.

Published by Israel`s Business Arena on September 28, 2000

****

Was er nicht sagt: Das sind die Probleme eines überregulierten Marktes. Hätte man nicht so viele Regularien, Lizenzvoraussetzungen und Behörden, die über alles wachen, so hätte man diese ganzen Probleme nicht. Wenn Eltern sich einbilden, sie könnten per Eingriff und Kontrolle gerechte Verhältnisse im alltäglichen Umgang ihrer 5 Kinder miteinander schaffen - das muß scheitern. Das kann sich nur selbst regulieren.

Aber nun müssen sie da durch, die Israelis.

Gruß, Jan Philip

P.S. Ich bin nicht der Meinung, daß dieses alles für den Kurs der MBX-Aktie noch relevant ist. Wie gesagt, eine Liebhaberei.
In der Adhoc vom 28. September ist zu lesen

Grund der Verschiebung sind Engpässe in der Softwareentwicklung sowie Abstimmungsschwierigkeiten mit dem Zulieferer der Entschlüsselungs-Software, die auf ausdrücklichen Kundenwunsch zu implementieren ist. Diese ermöglicht den Empfang verschlüsselter Pay-TV-Programme über die met@boxen.

Entweder ist das totaler Quatsch oder es hat etwas mit dem Streit der beteiligten Parteien zu tun. Wer ist der Zulieferer der Entschlüsselungs-Software? Doch bestimmt keine kleine Softwareklitsche, die halt nicht mit MBX kooperieren will. Ich halte es für wahrscheinlicher, dass es ein Konkurrent ist, dessen Infrastruktur nicht umgangen werden kann. Möglicherweise wurden die Privaten so zum „unbundling“ gezwungen.

Der Kabelnetzbetreiber des Konsortiums ist demnach nicht im Besitz der Entschlüsselungs-Software. Sehr merkwürdig.

Gruss
Oliver
Für die speziellen Liebhaber - der Fortgang der Diskussion:

Monday , Oct 2, 2000 Sun-Thu at 18:00 (GMT+3)

Communications Minister Candidate Poraz: If Cable Cos Don`t Bend They`ll Be Left Empty Handed
By Efi Landau


"As part of negotiations with [Prime Minister Ehud] Barak`s staff, we have requested the Ministry of Communications portfolio, the request has been accepted and we are a candidate," Member of Knesset Avraham Poraz confirmed today. However, Poraz added that he did not believe a narrow coalition will be established in the near future, as it cannot depend on the ten Arab members of Knesset after the past two days of riots in the Arab sector.

Poraz said he would support Bezeq and the cable companies` right to lease their infrastructures to competitors on the free market (unbundling), and the cable companies` right to separate their infrastructure from content.

"The cable companies received a license for a specific period of time, for content and infrastructure as one. The second stage must be separation. This doesn`t mean the cable companies can`t provide content, they may do so via subsidiaries. Of course, others may provide content over their infrastructure."

"The cable companies must understand that if they do not bend, they will lose this match, because after their licenses expire they may be left empty-handed," Poraz said.

Published by Israel`s Business Arena on October 2, 2000.
Monday , Oct 2, 2000 Sun-Thu at 18:00 (GMT+3)
Headlines

Deutsche Bank to Examine Feasibility of Bezeq`s Right of First Refusal for Motorola`s Pele-Phone Share
By Efi Landau


Deutsche Bank, which is employed as a mergers and acquisitions consultant by Bezeq, will probably examine the feasibility of Bezeq realizing its right of first refusal to acquire Motorola`s share of Pele-Phone. Deutsche Bank will begin its evaluation after Motorola provides Bezeq with the details of the deal.

This week, an international deal between Spanish company Telefonica and Motorola`s subsidiary Propel to acquire Motorola`s holdings in seven cellular company worldwide, including Israel`s Pele-Phone, is scheduled to be concluded. Propel and Bezeq each owns 50% of Pele-Phone. According to reports, the holding in Pele-Phone is worth about $1.5 billion.

"Globes" has learned that in meetings held last week with Motorola representatives who visited Israel, Bezeq was asked to permit Telefonica to conduct due diligence concerning Pele-Phone`s viability for the purpose of the deal, and whether it intended to realize its right of first refusal, in accordance with the 1994 agreement that founded the company.

Bezeq refused permission to carry out the examination until Motorola provided it with full details of the deal. "Globes" has learned that Bezeq intends to give the details to Deutsche Bank, so that it can examine the economic feasibility of realizing its right of refusal. Bezeq sources said that the chance that Bezeq will want to realize its right are remote.

This afternoon, a meeting is scheduled at the Government Companies Authority on this issue, and its possible effect on Bezeq`s privatization, regardless whether Telefonica or Bezeq acquire Motorola`s share of Pele-Phone. In the event that Bezeq does realize its right of first refusal, it will require the permission of the ministerial committee for economics and privatization, as well as having to raise the necessary financing.

Bezeq has not responded to the reports.
Aus "Globes":

Dinosuar Hunting

Aaron Rosen
28.09.2000 14:02

...So there will be a place for rapid progress in the development of the Israeli free market economy. Why is this? Because in 5760 (1999-2000) Israeli citizens finally realized that that the government – any government – is a regulatory and bureaucratic dinosaur that has to be cut down to size because its sluggishness is trampling daily life itself. (...)

Why not broadband now?

5760 ended with a surge of criticism. The press is overflowing with articles about those holding up broadband communications. Mr. Israeli, while reading about this trivial matter, is liable to conclude that Franz Kafka has been resurrected.
Bezeq general manager A obtained from (former Prime Minister Benjamin) Netanyahu a promise that its privatization will not occur before Bezeq/the cable companies/satellite companies/ a strategic group or the devil-knows-who gets a license, while cable company managing direct or B flaunts a contradictory promise from the current Minister of Communications.

Why do we care? Why shouldn’t everyone get a license now, and settle accounts afterwards? Is something rotten in the State of Israel? Why does the unbundling (the right to use competitors’ infrastructures) of Bezeq have to be such a burning issue, in a company that is still a government corporation? Why not issue a simple ministerial order to allow competition on Bezeq’s network, like other people do?
Zum Krieg:

Noch ist es keiner, sondern "nur" eine drastische Vergeltungsaktion wg. des Lynchens der beiden israelischen Soldaten in Ramallah. Auf derartige scharfe Vergeltungsaktionen war schon immer Verlaß in Israel ("Auge um Auge..."). Die derzeitigen Unruhen wurden "geschickt" ausgelöst durch den demonstrativen Besuch des alten Kriegstreibers Scharon in Gegenden in Ost-Jerusalem, um die er in der derzeitigen Situation besser einen großen Bogen gemacht hätte. Aber er wollte einen Verhandlungsfrieden zwischen Barak und Arafat um jeden Preis verhindern und wußte genau, welcher kleinen symbolischen Gesten es da nur bedurfte. Der Mann ist für jeden Palästinenser zurecht ein rotes Tuch. Nun wird sogar davon gesprochen, ihn in eine nationale Notstandsregierung aufzunehmen.

Man kann nur hoffen, daß die Friedensinitiativen (Annan etc.) in letzter Minute noch Erfolg haben.

Den Israel-Deal von MBX gefährdet das alles nicht, denn die Auslieferung der Boxen soll erst in 2 1/2 Monaten beginnen. Ein Krieg, wenn es dazu kommen sollte, wäre nur kurz. Israel ist absolut überlegen. Es wäre schrecklich - aber danach wäre wieder Business as usual.

JP
Zum einen ist in Israel schon der Wahlkampf ausgebrochen - und da meint Scharon, solche Aktionen würden ihm helfen
(sein innerparteilicher Kontrahent Netanjahu liegt klar vor ihm),
zum anderen scheint auch Arafat zu pokern - und den scheren ein paar tote Landsleute genausowenig wie Scharon.
Arafat könnte auch darauf setzen, daß Clinton ein paar Wochen vor den US-Wahlen
(Krieg im Nahen Osten bringt Bush nach vorne) und vor seinem Ausscheiden aus dem Amt um jeden Preis einen Konflikt verhindern muß und darum geneigt sein könnte,
Israel unter Druck zu setzen.
Da hier auf beiden Seiten gepokert wird und der Mob genau so schnell wieder ruhig sein kann, ist ein Krieg unwahrscheinlich (und Leute wie fsch freuen sich bestimmt zu früh).
Mit Eskalationen seitens Fatah ist natürlich in den nächsten Tagen noch zu rechnen.
Aber diejenigen, die jetzt schon klammheimlich auf Krieg hoffen,
weil es dann der verhaßten Metabox an den Kragen gehen würde......., die sollen doch .....
(mir fällt gerade nichts Passendes ein)

Lark
UPC senior executive, Tevel shareholder: Israeli bureaucracy blocking opening local communications market

Yanay Alfassy
17.10.2000 14:07

”Israel is a paradoxical country. On the one hand, you see equipment from Israeli companies like ECI and Check Point all over the world. On the other hand, the bureaucracy makes competition difficult,” UPC executive responsible for handling regulation Michael Bryan-Brown told “Globes”. UPC operates communications services in eighteen countries around the world and holds 47% of Israeli cable company Tevel.

”We find the lack of regulatory freedom in Israel very frustrating,” Bryan-Brown stated in an interview. “We want to work more closely with Tevel, but bureaucracy is hampering us and blocking the opening of the Israeli communications market.”

Bryan-Brown said that UPC regards Tevel as a long-term investment; as of now the company would not sell its Tevel holdings because of bureaucratic delays.


According to Bryan-Brown, the reason why Israel does not adopt broadband models used in Europe is lower communications awareness and openness, in comparison with Europe. “Take the Netherlands, for example. There the rate of cable penetration into private homes is 99%. The political disputes may continue, but business in Israel has to go on,” he concludes.

Published by Israel`s Business Arena on October 17, 2000
T-commerce on its way through digital TV
By Gwen Ackerman


JERUSALEM (October 13) - If everything goes as the cable industry hopes and the Communication Ministry unleashes their digital technology, television viewers in Israel may soon switch on their set before leaving for work to check out the traffic situation, download e-mails and find out whether it`s going to rain.

Digital technology by NDS, a leader in software, security and interactive solutions for the control and distribution of digital content to television and home computers, will behind many of the new services that will only expand in time - almost as far as the imagination can stretch.

In fact, Israel is a little behind the times - according to NDS research, as of January 2000 the number of digital TV subscribers around the world was 33 million, and was projected to grow to 50 million by the end of the year, then grow on an average of 150 percent annually until 2005.

As the number of subscribers grows, so will the number of viewers with access to interactive TV, which will allow couch potatoes to play games on the television screen, download information, and most significantly, shop, and even bank through their sets.

TV-commerce, or what will become better known as t-commerce, is expected to reach up to $4.2 billion by 2005, according to Morgan Stanley Dean Witter and DFC Intelligence, with more optimistic projections by Jupiter going as high as $7 billion that same year.

The whole idea is enhanced TV, says Michael Bick, VP of Digital Systems at NDS Technologies Israel. That could be watching a soccer game from any camera angle you please, downloading stats about the players as you go, or purchasing on impulse on a shopping channel by gaining access to an interactive catalogue
Aus einer Pressemitteilung von OpenTV vom 26.10.2000:

"Golden Channels, the largest cable television network in Israel, selected OpenTV`s platform for the launch of interactive television services to its 460,000 subscribers beginning in Autumn 2000. OpenTV will provide its third generation operating system, EN2, to support Golden Channels` two-way broadband cable network."

Es geht voran im Staate Israel.

JP
Hatten wir das eigentlich schon mal? Nach Golden Channel und Matav - sozusagen als ausgleichende Gerechtigkeit.

Tevel Israel International Communications Ltd. - Company Profile

Tevel Israel International Communications Ltd. was established in 1988 to develop, construct and operate cable television systems in Israel. The company initially held three exclusive franchises: the entire Tel Aviv - Givatayim metropolitan area; the Ashdod-Ashkelon area in the south; and the Nazareth-Jezreel Valley area in the north. Following the acquisition of Gvanim Cable Television Ltd. In 1998, two more regions were added; the Rishon Leziyon-Lod-Ramla-Modiin area in the center; and Krayot-Karmiel-Ma`alot area in the north. These franchises were granted in 1990 , some for a period of 12 and others for 14 years, with an option for an extra four years/ Tevel`s five areas have an overall potential of about 660,000 homes (40% of homes in Israel). Tevel has completed network construction all areas and has about 430,000 subscribers. The company will have by the end of the year 1,100 Km of fiber optic links and 4,170 Km of Coax. These links are used between Tevel`s five franchise areas, as well as to interconnect major towns inside the franchise areas.

"Home Cinema" - PPV
Tevel is the only cable operator in Israel with the technology offer Pay Per View (PPV) services to its subscribers. Over five PPV channels showing movies six months after screening in theaters. Home Cinema offers about 20 different titles around the clock, which can be ordered by impulse or by ARU/Telephone.

Technology
Tevel Operates world class fully addressable and scrambled two-way system designed in-house and built based on advanced technologies, enabling additional services such as Pay Per View (PPV), Broadband Internet and multimedia applications. Tevel is engaged in research and trials of fast internet and data transmission over cable for multimedia, and is implementing a significant improvement of its CATV network by introducing fiber backbone overlay, which will divide all service areas into independent cells ("Nodes") of about 2000 homes each. The company is also upgrading all cable TV services by adding digital transmission allowing the integration of many more CATV channels (100+), near-video on demand, electronic program guides and surfing on the internet through the TV screen. This upgrade will enable additional value added services such as fast internet, and will make the CATV system ready for the supply of telecommunications and telephone services when the telecom market is opened for competition. Tevel is moving toward the digital platform. Tja.

Diversified programming
All of Israel`s cable operators offer an "expanded basic" package of about 40 channels for a uniform monthly fee of about $32. 7 tape delivered channels` subtitled into Hebrew, are the most important programming core; Movies; Family-general entertainment; Children; Sports; and Science, Nature and Culture. The first two are produced by the jointly owned Israel Cable Programming Company Ltd. (ICP), of which Tevel holds 36%. The latter Five are produced and packaged exclusively for the cable operators by 4 independent subcontractors. In addition, there are 24 satellite channels, five Off air (including Israel` Jordan and Lebanon), and four information channels.



JP
Das wars dann,

der Thread ist im Aktie im Fokus Teil gelandet.
Ich werde sofort eine Mail an WO losschicken damit das wieder rueckgaengig gemacht wird.

Gruss Ropi
Und wieder zurueck !
(an der Boerse wuerde ich sagen: hin und her macht Taschen leer)

Danke WO,

Ropi
Die Einen dürfen ihre Verträge bekanngeben, die Anderen müssen daraus die Mosaiksteine zusammensetzen...

Wednesday August 16, 10:13 am Eastern Time - Press Release

Tevel Digital Chooses NDS as Its Digital Cable TV Technology Partner

LONDON--(BUSINESS WIRE)--August 16, 2000--

NDS Group plc (NASDAQ/EASDAQ: NNDS), a News Corporation (NYSE: NWS - news) company, and a leader in providing business solutions to content owners and TV channels through sophisticated interactive TV technology, has been chosen by Tevel - Israel International Communications Ltd -- a leading cable TV operator in Israel, to provide NDS Open VideoGuard(TM) digital conditional access, NDS StreamServer(TM) broadcast management systems and to be the system integrator for Tevel`s move from analog to digital broadcasting. NDS has also been awarded a service contract to ensure that Tevel`s digital service remains on-air and fault-free.

``I am pleased to be able to announce Tevel as NDS` latest digital cable contract win. As well as providing the TV industry`s most widely used conditional access system, Open VideoGuard, NDS has also provided the interactive software systems for many of the industry`s leading and most powerful interactive applications to date. This experience means that NDS is one of the few companies that has the knowledge and expertise to guide analog broadcasters and operators towards the profitable provision of secure new digital services,`` says Dr. Abe Peled, President and CEO of NDS Group plc.

``I believe that it is this digital leadership which led to Tevel choosing us as digital technology partners. I am equally sure that other analog cable operators will come to the same conclusion as they search for the right organization to assist their move to digital distribution,`` added Peled.

The Tevel digital service aims to be on-air by the end of August 2000 and will run in parallel with Tevel`s analog service. Da hat man offensichtlich die Rechnung ohne den Wirt gemacht. Die entsprechenden Genehmigungen liegen noch nicht vor. S. unsere Berichterstattung über den gordischen Knoten, der die Kommunikationsbranche derzeit lähmt im Staate Israel. Presently Tevel is a leading cable operator in Israel, with its services being received by 440,000 households.

``We know that by working with NDS we have a partner that has the right digital technologies, and has unrivalled experience and understanding of the TV business to ensure that our new digital service has the greatest chance of success,`` says Yossi Douer, Managing Director of Tevel. ``With NDS` help, we look forward to converting our analog customers to digital and winning new customers by offering our advanced innovative and easy to use new digital `Tomorrow`s World` interactive TV services.``

About Tevel

Tevel Israel International Communications Ltd. was established in 1988 to develop, construct and operate cable television systems in Israel. Tevel`s five franchises, including the entire Tel Aviv-Givatayim metropolitan area, have an overall potential of about 660,000 homes (40% of Israel`s homes). Tevel has completed network construction in all five areas and has about 430,000 subscribers.

In November 1999, Tevel acquired 35% of Golden Channels, which has around 340,000 subscribers in the areas of Jerusalem, Ramat Gan, Beer Sheva, Acco, and Nahariya. The acquisition is yet to be approved by the Antitrust Authority and the CATV Council.

****

Wenn man bedenkt, daß Tevel und NDS sich offenbar erst Mitte August endgültig handelseinig wurden, und wenn man das in Beziehung setzt zur Pressekonferenz von MBX in Frankfurt Ende September - denn wundere ick mir über jar nischt mehr!

Schönes Wochenende, Jan Philip

P.S. Aber nu looft et ja...
Der Kalauer zum Tage:

Kryptisch ist der Rede Sinn,
decodieren bringt Gewinn!


Oder wie findet Ihr den hier:

Wer den Zaunpfahl nicht ehrt,
ist die Dachlatte wert.


Nu is aber Schluß.

JP
Janphil, weißt du, welche Boxen DigiTurk verwenden wird? Die Software kommt von OpenTV.
Auch dies könnte man noch hinzufügen:

von Kochtolany 29.10.00 23:14:59
betrifft Aktie: MET(A)BOX AG

Folgendes wurde von der HV berichtet:
"Herr Reinhard Kahlen erkundigte sich nach den technischen Standards der Metaboxen, worauf Herr Domeyer betonte, dass die BOT-Technologie nicht an Wettbewerber wie AOL-TV lizenziert werde. Verwendete Technologien seien JAVA, bei der Verschlüsselung NDS und Nagravision und bei DVD eine Macrovision-Lizenz. Wichtigster Standard sei die Multimedia Home Plattform, wobei Designer dieses Standards bei Metabox beschäftigt seien."

Quelle: http://www.gsc-research.de/hvberichte/neuermarkt/artikel/200…

@ lark

Welche Boxen allerdings DigiTurk verwendet, weiß ich nicht.

Gruß, JP
betrifft die cables zwar nur am Rand:

Bezeq, Communications Ministry clear way for fast Internet
By Gwen Ackerman
JERUSALEM (October 31) - Bezeq cleared the way for its fast Internet services yesterday by agreeing to rent out parts of its copper-wire infrastructure to other Internet providers in what is called unbundling. The Communications Ministry said that in a meeting with Bezeq last night, all the technical details necessary for granting a fast Internet license were worked out. The issue of unbundling had held up for months Bezeq`s license for its Asymmetric Digital Subscriber Line (ADSL) broadband service that transmits digital information at high bandwidth. The last remaining issue to be finalized is how much Bezeq will charge for its ADSL service, which the company will determine today in a final meeting with Communications Minister Binyamin Ben-Eliezer. The Communications Ministry has no say in the price, but Ben-Eliezer said he wants to have the entire picture in mind before he approved the service. For months, Ben-Eliezer has said that he preferred to launch Bezeq`s ADSL service alongside a fast Internet service to be provided by the cable companies, for which he is seeking a temporary domestic telephony license. Yesterday, while stressing that the minister still hopes that the regulatory issues delaying the cable license can be resolved soon, the Communications Ministry said that Bezeq would have an ADSL license by the end of the week if today`s meeting goes well. Once Bezeq`s service is launched, subscribers will be able to choose Bezeq as their Internet Service Provider, in which case they would still pay separately for their phone and Internet service, or decide to receive fast Internet through any other ISP. Bezeq, which is already running a pilot ADSL service, has said that it would be able to offer its fast Internet service to 66 percent of homes almost immediately upon receiving the license. There was no immediate comment from the cable companies.

Interessant daran ist, dass Bezeq jetzt ein Argument weniger hat, gegen die fast-Internet Genehmigung der cables zu opponieren. Bezeqs bisheriges Argument war nämlich die Wettbewerbsverzerrung, die dadurch entstände, das bezeq ja noch nicht über die Möglichkieten für Fast-internet verfüge.
Zwar ist ADSL nicht direkt vergleichbar mit Kabelmodems - dennoch wird Bezeqs stimme weniger laut werden.
Der einzige Verzögerungsgrund sind jetzt wohl nur noch die Unruhen.
wie gesagt - mit der prinzipiellen Zustimmung, Bezeq High speed Internet (via ADSL) zu ermöglichen ist eines der hauptargumente von bezeq gegen die entsprechende genehmigung für die cables "stumpf" geworden.

Es geht sogar noch weiter - jetzt benutzen die cables das Argument im umkehrschluss um auch für sich möglichst bald eine genehmigung "rauszuschlagen"

Cable cos: Communications Ministry surrendered to Bezeq over high-speed Internet


Aviva Krull
31.10.2000 16:00

Responding to the Ministry of Communications giving Bezeq a license to provide high-speed Internet, the cable companies charge that the Ministry of Communications has surrendered to pressure by Bezeq, which is exploiting the security and political situation to strike at and destroy the chances of future competition.

The cable companies assert that high-speed Internet must be open to competition from its opening day, and that Bezeq and they should have high-speed Internet licenses on that day. The cable companies also said that they reiterate their demand to receive temporary fixed-date licenses until the termination of their current licenses. They expressed regret that Attorney General Elyakim Rubinstein has not yet given his administrative decision on the matter.

Discount Investments deputy general manager Benjamin (Benny) Einhorn told “Globes” that the foot-dragging will be the death-blow to competition in the market. “Until now all the echelons – from the Ministry of Communications through the Anti-Trust Authority and the Prime Minister’s Office – were of the same opinion that in order to create competition in the market it is necessary to issue licenses to Bezeq and the cable companies at the same time. Discount Investments holds 48.5% of cable company Tevel and is a primary shareholder in Internet service provider Netvision.

“The opinion was that if the monopoly is given precedence, the ability to compete is forestalled.”

Einhorn said, “At a meeting with the Prime Minister two months ago, it was decided that [Attorney General] Rubinstein would give an opinion within a week regarding a fixed-date high-speed Internet license to the cable companies. The opinion has not yet been given. The Attorney General is the factor preventing the opening of the communications market to competition, by dragging-out his decision.”

Responding to a question regarding the series of demands on the cable companies by the Ministry of Justice, prior to the issuing of the decision, Einhorn said, “The Attorney General has not yet decided if the Minister of Communications has the authority to give temporary licenses, while we think he has the full authority to do so. The Minister of Communications finds himself trapped, and is unable to fulfill his mission of opening the market to competition.”

In response to a question on what he thought caused the Ministry of Communications to surrender to Bezeq’s pressure, Einhorn said, “The Minister of Communications stuck to his position that he would not act in a way that would harm the economy – but has done just that. I have no explanation. I don’t know why until yesterday, it was necessary to give licenses to both parties at the same time so that there would be competition, and why this has suddenly changed. I cannot explain it.”

According to Einhorn, the decision is problematical because Bezeq, which is a monopoly in all communications fields, is receiving a significant advantage in that it can offer a new service to the public, while alternatives are delayed.

“Only a few months ago, they advertised high-speed Internet at NIS 99 per month, which is reasonable, and immediately after yesterday’s announcement, they announced they want to charge NIS 150. No better proof is needed,” said Einhorn
Es wird immer bunter! Aus einem Artikel der Jerusalem Post geht hervor, dass das Thema high speed Internet jetzt zum Wahlkampfthema werden könnte.
Angesichts des Scheiterns der von Barak propagierten Notstandsregierung unter Einbeziehung des Lekutblockes erscheinen vorgezogene Neuwahlen wieder wahrscheinlicher (obwohl das an den tatsächlichen Problemen Israels nicht viel ändern wird - nicht unter Barak (der zu politisch schwach ist) und schon gar nicht unter Netanjahu oder gar Shamir-die mit ihrer hardliner Haltung den Friedensprozess und fast 10 jahre arbeit zunichte gemacht haben). Wahrscheinlich gibt es gegenwärtig tatsächlich nur noch eine Lösung. Die Seperation. Für die Israelis hiesse das Aufgabe der Siedlungen tief in Palästina (was sie schon seit Jahren hätten tun sollen - was aber politisch nie durchsetzbar war - leider), für die Palästinenser wird das den wirtschaftlichen Ruin bedeuten, da sie im Hohen Masse von Israel wirtschaftlich abhängig sind und weder Ägypten, noch Jordanien, noch Syrien ein Interesse daran hat, sie "durchzufüttern".

Aber das ist nicht Thema dieses threads - ich schweife ab....

Cable companies decry Bezeq`s fast Internet license
By Gwen Ackerman
JERUSALEM (November 1) - The cable companies yesterday accused Bezeq of exploiting the political and security situation to get the Communications Ministry to license its fast Internet service and destroy any possibility of a competitive market.
"Bezeq and the cable companies must receive their fast Internet license on the same day," a statement from the three companies said, a day after the Communications Ministry claimed it had resolved with Bezeq all the outstanding issues delaying the launch of its high speed Internet service.
"After many months during which the attorney-general prevented the Communications Ministry from granting the cable companies a temporary domestic telecom license, the Communications Ministry has surrendered to pressure from Bezeq - which is exploiting the political and security situation and will destroy the chances of competition in the future," the cable companies said.
Ram Belinkov, chairman of Golden Channels, said the cable companies suspected that Communications Minister Binyamin Ben-Eliezer decided to allow the launching of Bezeq`s high-speed Internet service as a public diversion from the continuing conflict with the Palestinians and a possible way to gain points if early elections are called.
Ben-Eliezer, who has also been pushing for the temporary licensing of the cables, has repeatedly voiced his preference of launching the two services simultaneously to ensure competition. At the same time, the minister has voiced his frustration over the delay in the introduction of high-speed Internet to Israel.
Belinkov said that if Bezeq is granted the Internet license this week, the public could "forget about" competition, which would have insured, at least to some extent, fair prices and good service.
In a statement responding to the cables, Bezeq noted that it had been in close contact with the Communications Ministry over its ADSL service for months and that the progress made in recent days was a result of that long process.
"Bezeq`s board of directors sees no connection between the Communications Ministry`s decision on ADSL and the political situation," the statement added.
Bezeq and the Communications Ministry came to terms on Monday night on almost all the outstanding issues which have so far delayed the launch of Bezeq`s Asymmetric Digital Subscriber Line (ADSL), specifically the issue of unbundling (in which Bezeq is to rent its copper-wire infrastructure to competitors).
Last night the two sides were to meet again to discuss the price Bezeq would charge for the service, and if all went well, Ben-Eliezer is to issue the telecommunications giant an Internet license by the end of the week.
Communications Portfolio Candidate Poraz – Opposes Capitalist Monopolies


Zvi Lavie
26.09.2000 17:38

The Ministry of Communications portfolio is due to be transferred from Benjamin Ben-Eliezer to Shinui, if and when Prime Minister Ehud Barak decides to bring the party into the coalition. The natural candidate for the post would be MK Avraham Poraz, who is the current chairman of the Knesset Economics Committee. MK Poraz is also an experienced communications professional, who knows the ministry better than any other Shinui MK.

Poraz was an advisor to former Minister of Communications Amnon Rubinstein during the 1984-87 National Unity government, when he was responsible for setting up the cable broadcasting council, serving as its first chairman. He was also the initiator of cable broadcasting law and second broadcasting authority law.

Shinui chairman MK Tommy Lapid is also not a stranger to the field, as the former general director of the Israel Broadcasting Authority and chairman of the Cable TV Union. Attorney General Elyakim Rubinstein has given the opinion validating him for a ministerial post, rejecting concerns of conflict of interest arising from his previous duties.

At the moment, it appears that Lapid is a candidate for a very senior post (he has cast his eyes at the Ministry of Justice, but will probably receive the Ministry of Public Security), thus making the Ministry of Communications a secondary post that would go to Poraz. Shinui refuses to even respond to the scenario.

Judging by statements in recent months, Poraz has not envied Ben-Eliezer, who is stuck with the communications revolution with his hands tied by a weak coalition.

Poraz is a great believer in the market and free competition that will lower prices. On the other hand, he opposes private monopolies.

Published by Israel`s Business Arena on 26 September 2000
Cable cos demand high-speed Internet licenses from HCJ


Aviva Krull
01.11.2000 17:40

The cable companies are expected to appeal to the High Court of Justice to demand that they also receive licenses to provide high-speed Internet, following the expected issuing of a license to Bezeq. Cable company owners were meeting at the time of web-closing to decide on the matter.

Minister of Communications Benjamin Ben-Eliezer is prevented from issuing licenses to the cable companies until after Attorney General Elyakim Rubinstein determines whether the matter falls under the Minister’s jurisdiction. At a discussion on the matter with Prime Minister Ehud Barak on September 17, it was decided that Rubinstein would give his opinion within a week. He has not yet done so.

The cable companies claim that the matter falls under the Minister’s jurisdiction, and is not a matter for the Attorney General. In the past, Ben-Eliezer also claimed that he had the authority to decide on the matter, and that Rubinstein is effectively delaying competition in the communications market.

Discussions between the Ministry of Communications and Bezeq regarding fees for Bezeq’s high-speed Internet service continued today, but have not been concluded. According to assessments by the sector, the Minister of Communications will sign the high-speed Internet license for Bezeq at the start of the Telecom 2000 exhibition, which opens next Monday.

Published by Israel`s Business Arena on 1 November 2000
Hallo sunseeker - zuvorgekommen - man sieht, es kommt Bewegung in die sache. Immerhin drohen die Cables jetzt schon vor den high court zu terten, wenn sie die Genehmigung nicht bekommen.
Elezier fishman, einer der wichtigsten israelischen investoren im Medienbereich ist aber skeptisch. er bemerkt richtig, dass die entsprechenden Minister bzw. der Oberstaatsanwaltschaft erst dann zustimmen werden, wenn sie ihr "point of flesh" bekommen haben.

Warten wir es ab.
Fishman, Telecom Italia investing $1.5 billion in communications project


Shai Shalev
01.11.2000 17:27

Eliezer Fishman, active in the real estate, communications, and retail sectors, is acting on his threat to transfer most of his business overseas, following his disappointment at his treatment by Israel’s government institutions.

It has been learned that Fishman has set up an international communications company with Telecom Italia (his partner in Golden Lines). The new company is intended to serve as a holding company for communications business in Western countries. Fishman holds 30% of the joint company, while Telecom Italia holds the rest.

The joint company is already laying four fiber-optic undersea cables at an overall investment of about $1 billion. The joint company has also acquired partnerships in four ships providing $400 million in services for undersea communications projects. In addition to his activity with Telecom Italia, Fishman is negotiating to buy ownership of local cable television networks in Germany.

Fishman today declined to comment on his overseas investments. At the same time, he spoke about the decision to grant a high-speed Internet license to Bezeq before granting a similar license to the cable companies.

Fishman said that no arrangement was in the offing between the Ministry of Communications and the cable companies. “There is no chance for such an arrangement until Ministry of Finance officials and Adv. Davida Lehman-Messer get their pound of flesh. They won’t get it from me.”

Eliezer Fishman is one of the owners of “Globes”.

Published by Israel`s Business Arena on November 1, 2000
Hallo Oliver
Also ich blick da nicht durch. Entweder die halten die Cable cos zum Narren oder die Cable cos pokern mit der Regierung. Ich glaub die blicken selber nicht ganz durch. Das ganze darf dann noch jeder nach seinen Interessen kommentieren und am Schluss kommt hoffentlich eine brauchbare Lösung heraus.
ja - ich verstehe es auch nicht ganz - zuerst wollte man den cables die Konzession nicht erteilen, weil dann bezeq benachteiligt wäre (iTelefonie) und jetzt will man plötzlich Bezeq zuerst die Möglichkeit für high speed internet geben.
Ich denke in israel läuft ein ähnliches spiel ab, wie man es ja auch hier beobachten kann. Bezeq ist immer noch staatlich bzw. halbstaatlich.
Haben die cables die Fast-Internet Konzession, dann heizen sie Bezeq ziemlich ein (in bezug auf Internetdienste und Telefonie. ADSL ist dabei dem Kabel "unetrlegen".
ich denke man will Bezeq gut positionieren, bevor man die cables "ran" lässt.
@ Oliver uns SunSeeker

Der böse Bube ist im Augenblick der Attorney General. Er hält eine Entscheidung über die Zuständigkeit in der Frage der Erteilung der Lizenzen an die Cable Cos zurück. Es geht darum, wer auf welcher rechtlichen Grundlage die Lizenzen erteilen darf. Der Kommunikationsminister würde schon gern, weiß aber nicht so recht, ob er darf. Bei rechtlichen Fragen schaut die gesamte Exekutive in Israel erstmal gebannt auf den Attorney General. (Irgendwie fühlt man sich an Moses und die Gesetzestafeln erinnert. In der jüdischen Religion spielen Gesetze und Gesetzesauslegung bekanntlich eine zentrale Rolle. Nun denn.)

Ich empfehle Liebhabern nochmal die Lektüre des Artikels von Efi Landau (Globes) über den gordischen Knoten im israelischen Kommunikationswesen (nun haben sie dafür schon eigens einen Minister...) und die 20 (zwanzig!) verschiedenen Interessengemeinschaften (wohl besser Kampfgruppen), die es in dieser Frage in Israel gibt.

Aber ich wette meine Socken, daß es letztlich Fast-Internet-Lizenzen für die Cables geben wird, wahrscheinlich schon nächsten Montag. Sonst überschattet dieser Streit nämlich den ganzen schönen und richtig großen Telekommunikationskongreß in Israel nächste Woche. Der Staat gibt sich in dieser (De-)Regulierungsfrage schon gerade genug der Lächerlichkeit preis, und nicht nur das: wie das Beispiel von Fishman zeigt, der mit seinem Geld außer Landes geht, wird`s jetzt richtig ernst. Marc Schneider, der UPC-Boß, hat auch schon ganz offen gedroht, das UPC-Investment (knapp 50 % an Tevel) zurückzuziehen.

Also macht hinne, Jungs.

Gruß, Jan Philip

P.S. Ich persönlich glaube übrigens nicht, daß UPC etwas gegen MBX hat. Nur meine persönliche Meinung. Und auch nur ganz am Rande.
Das Imperium schlägt zurück !!
Sehr interessante argumentation des Oberstaatsanwaltes. beruhigend, dass in anderen Ländern offensichtlich die Behörden noch schlimmer sind, als hier.

Rubinstein: No high-speed Internet for cable companies now


Hadas Magen
02.11.2000 17:41

”There are no solid legal grounds for investing the Minister of Communications with the authority to award a general inland operator license for the period until the expiry of the cable companies’ concessions, in the absence of explicit legislation allowing it,” Attorney General Elyakim Rubinstein said today in an opinion on awarding a short-term inland operator license to the cable companies.

The legal opinion was drawn up at Prime Minister Ehud Barak’s request, after Rubinstein issued an opinion in April that general licenses for the cable companies should be arranged through legislation.

Rubinstein points out that the cable companies constitute a monopoly, because they are the only concerns entitled to offer television broadcast over the cable infrastructure. For this reason, expanding their rights to use the infrastructure, which they deployed under a franchise awarded by tender and involving long-term exclusivity, would provide them with a considerable benefit.

Not only have other concerns not been allowed to compete for this benefit, but as long as the cable television market has not been opened to competition, other concerns are unable to compete with the cable companies by using existing and new infrastructures.

Rubinstein considers that awarding a general short-term license to the cable companies at this point would result in a situation in which the cable companies will be the only ones entitled to offer their subscribers - and the general public – all communications services, including telephony and high-speed Internet, in addition to cable television.

Rubinstein says that, in the absence of appropriate legislation, it is inappropriate to settle the issue through the administrative procedure of granting a common license, even if it involves various commitments suggested by the cable companies.
Aber auch die Cable Cos fackeln nicht lange und ziehen noch am gleichen Tage gegen den Attorney General vor das höchste israelische Gericht.

Cable cos petition HCJ for immediate high-speed Internet license


Shmuel Dekalo and Aviva Krull
02.11.2000 17:42

Cable companies Tevel, Matav, and Golden Channels today petitioned the High Court of Justice (HCJ) against Attorney General Elyakim Rubinstein and Minister of Communications Binyamin Ben-Eliezer. They asked the HCJ to order the respondents to grant them a license to operate high-speed Internet services.

The cable companies claim that Ben-Eliezer supports their request, but the section of the Communications Law prevents him from granting them the license. The cable companies, represented by Adv. David and Dafna Libai, are claiming that the license to be granted to Bezeq for operating high-speed Internet creates an economically harmful monopoly.

The petition quotes letters sent by Ben-Eliezer to Rubinstein, in which he stresses the importance of high-speed Internet services for promoting competition in the sector and expresses his desire to grant an immediate license to the cable companies. The petition attacks Rubinstein’s position, according to which the Minister of Communications is not authorized to grant the license to the cable companies before amendment of the Communications Law.

The petition further alleges that the regulation depriving the cable companies of their right a license is exceptionally unreasonable, violates the public welfare, is discriminatory, and deprives the cable companies of an equal and fair opportunity to participate in market competition. The companies claim that the regulation does not meet the test of the Basic Laws.

According to the cable companies, Ministry of Communications legal advisor Yizhar Tal, who is responsible for the Communications Law, believes that an immediate license can be granted to the cable companies. Anti-Trust Authority director-general David Tadmor holds the same position.

The cable companies allege that denying them the possibility of using their infrastructure to supply additional communications services and realize the enormous economic potential contained in the infrastructure constitutes a violation of their property rights. The cable group therefore believes that Rubinstein’s legal opinion is unconstitutional and improper, and should be nullified.

Published by Israel`s Business Arena on November 2, 2000

Spannend. Wahrlich ein Wirtschaftskrimi. Für mich klingt die Argumentation der Cables sehr vernünftig - aber was natürlich der High Court of Justice dazu sagt...

Notfalls muß man eben zunächst mit "Low-Speed"-Internet und BOT vorlieb nehmen. Gut, daß BOT Vertragsbestandteil ist.

JP
Mal ein Dankeschön von mir an die Unermüdlichen hier :)
Gruss gg