Die Zukunft der Tele. DSL vs Koaxial vs Glasfaser /Mobil. LMDS u. UTMS - die Gewinner !!! - 500 Beiträge pro Seite

[AlexanderRThiel]

DSL contra Glasfaserkabel contra Koaxialkabel - Wer gewinnt, wer verliert, oder kommt die große Kooperation ?!?

DSL (Digital Subscriber Line): Die Zukunft der Telefonleitung !

Die DSL-Technologie verspricht den Datendurchsatz in Telefonkupferleitungen um das 50fache zu erhöhen. Um DSL zu verstehen, müssen wir zuerst die Faktoren verstehen, die die Leistungsfähigkeit eines Kupferkabels definieren. Da ist zuerst die sogenannte

Bandbreite: Ein Signal in der Leistung setzt sich zusammen aus einem Schwingungsspektrum. Die Bandbreite ist der Abstand zwischen der kleinsten und der größten Frequenz. Je größer die Bandbreite, desto mehr Infos lassen sich transportieren.

und als Zweites das sogenannte

Signal-Rausch Verhältnis: Gibt die Proportion zwischen normalen Signalen und Störsignalen wieder.

Durch das eben genannte Signal-Rausch Verhältnis sind Telefonleitungen eigentlich auf 33,6 kbit/s beschränkt. 56k Modems umgehen dieses Faktum, indem sie mit Hilfe von digitaler Technik einige Rauschquellen auf dem Weg vom Provider zum Endnutzer umgehen. Vom Endnutzer zum Provider sendet auch das 56k Modem nur mit 33,6 kbit/s.

Aber Kupferleitungen sind zu viel mehr in der Lage !, denn in Europa ist die Telefonleitung vom Endbenutzer zur Telefonstation meist nur max. 6 km lang. Da die beiden oben angesprochenen Variablen durch die Dämpfung des Signals entlang des Kabels begrenzt werden und man diese Dämpfung durch Erhöhung der Frequenz erreicht. Auf 29km langen Leitungen kann man die Signale zwar nicht dämpfen, aber bei 5 km sehr wohl. So entwickelte J. Cioffi aus Stanford ein Kodierungsverfahren, bei dem er die Bandbreite von 1Mhz in 256 gedämpfte Unterkanäle einteilte. Dieses Verfahren ermöglicht eine Geschwindigkeit von Provider zu Endnutzer von 6MB/s und von Nutzer zu Provider von 600 kbit/s. Dieses Verfahren heißt ASDL

In den USA (dem zweifelsohne größten Markt) hat die ASDL Zukunft einen Namen: G.lite. Als einziges Kodierverfahren ist G.Lite mit einem Großteil aller Haushalte kompatibel. Derzeit kommen die ersten G.lite fähigen Computer in den Handel und in New York (hier fand der Test stand) war die Resonanz gigantisch !!!!!!!!!!!!!!!!!!!!!!



Glasfaserkabel - sie sind die schnellsten aber für Privatanwender im Moment noch zu teuer, aber das wird sich bald ändern !!!!!!!!

Bereits 1977 in Japan gab es mit dem Projekt PON einen Versuch Lichtleiter für Endbenutzer wirtschaftlich zu gestalten. Beim PON wird auf den teuren Einzelanschluss verzichtet. Eine einzelne Faser führt von einer Sende - beziehungsweise Empfangseinheit beim Provider zu einem optischen Strahlleiter in der Nähe einer Häusergruppe. Ein dortiger Verteiler teilt das Licht gleichmäßig auf 32 Ausgangsfasern auf. In England, Frankreich, Belgien und Japan werden derzeit PONS`s sehr erfolgreich getestet.
Die Firmen BellSouth und NTT installieren derzeit Produkte, die gute Chancen haben den USA/Japan-Markt zu beherrschen. Mehr dazu unten bei den Aktientipps.



Koaxialkabel - Anbieter von Internet und Fernsehen Komplettpaketen setzen auf das Kabelmodem

Keine Frage Kabelmodems werden kommen. Sie sind einfach, sie sind schnell (40MB/s / 10MB/s). Das einzige Problem: In den USA sind c.a 50% aller Haushalte für Kabelmodems bereit, in Europa weitaus weiterhin. Doch die technischen Probleme werden in nächster Zeit behoben sein. Ein Kabelmodem ist weiterhin unglaublich vielseitig: Es dirigiert den Datenverkehr (mehrere Nachbarn können sich ein Kabel teilen) und es verschlüsselt Signale. In Amerika ist der führende Kabelnetzanbieter Excite@Home, in Deutschland könnten die Set-Top-Boxen für digit. Fernsehen nach Digital-Video-Broadcasting die Funktion eines Kabelmodems übernehmen. Weiteres zu den Firmen unten.



LMDS - Geschwindigkeit fürs Mobilfunknetz !

local multipoint distribution service ist ein lokaler Dienst, der Daten an viele Empfänger verteilt. Wie ein Mobilfunknetz ist LMDS ein Funksysteme, das drahtlos mit bis zu 155 MB/s übermittelt. (Bei Sprachverbindungen 64 KB/s). Weiterhin kann LMDS mit unterschiedlichen Daten umgehen, unterstützt also Multimedia-Anwendungen von der Internet-Telephonie bis zu Videokonferenzen. Vor allem aber lässt sich das Systeme schnell und preiswert installieren. Neue Service-Provider, die über keine Bodenleitungen verfügen, können mit diesem drahtlosen Internet-Zugang schnell in den Wettbewerb einsteigen.

Beispiel USA: Wie dort Millionen Haushalte Kabelmodems besitzen, ist das Kabelmodem der Power-Heim-Zugang. Geschäftsbetrieben fehlt meist ein Kabelanschluss. Mit LMDS sind sie dazu noch mobil und flexibel.


Die Aktien

xDSL

Technology Providers
Aware
Alcatel
Orckit

Semiconductor Manufacturers#
Analog Devices Lucent ME
Siemens
ST Micro
NEC
TI
Alcatel
Conexant
Fujitsu
Motorola

Service Providers
SBC
Bell Atlantic Bell South
US West
GTE
Deutsche Tel
Telia
BT
SingTel
Covad
Rhythms
Northpoint

Glasfasernetze

BellSouth
NTT Japan

Koaxialkabel

Excite@Home


Und nun - meine Empfehlungen !





1)
Excite@Home
führender Kabelnetzanbieter in den USA. Kabelmodems von Excite@Home sind führend, am schnellsten und werden in Amerika in den nächsten Jahren noch mehr boomen. (Grund: siehe oben)

Excite@Home ist als At Home Corporation an der NASDAQ und auch in GER notiert!
WKN:908116

Chart:

siehe nächstes Posting

Infos von der HP:

Freedom from Phone Lines
Since @Home delivers the Internet to your home computer over cable, you don`t have to bother with a phone line ever again. No dialing in, no busy signals, no unexpected disconnects, absolutely no hassles! And with cable, your @Home connection is constant: when your computer is on, so is the Internet. There truly is no faster way to get online!

Reliable High-Speed Performance
Not only does the @Home service offer incredible connection speeds over cable, we also own and operate our very own ultra-high-speed network that ensures the best performance of any Internet service around. Our ingenious network architecture allows @Home subscribers to avoid the heavy traffic and congestion that most Internet users face. This means you get the fastest, most reliable Internet experience possible!

There is No Comparison
Even 56K modems can`t compete with the speed of the @Home service. A 56K modem offers only twice the speed of a 28.8 modem, while the @Home service is up to 100 times faster! So don`t settle for a marginal improvement in modem speed when you can have a revolutionary Internet experience with @Home today!

@Home leverages the high-bandwidth capabilities of cable TV lines, as well as a hierarchical, distributed network architecture with proprietary caching and replication technologies to overcome many of the bottlenecks that plague typical Internet connections today.

The result is a faster, more reliable Internet experience for your home, with upstream data transfer speeds of 128Kbps and downstream speed up to 100 times faster than a 28.8Kbps modem.

As with any network, actual downstream speed when using the @Home service will vary. There are many factors that affect the data transfer speed, including:

overall network traffic
your computer`s performance and configuration
accessing non-cached or cached data
location and configuration of the accessed server
performance characteristics of each component of the data network
the number of users, and all users` compliance with Excite@Home`s Acceptable Use Policy, available at www.home.net/aup

What is the @Home service?
The @Home service is the fastest Internet service you can get for your home, delivering the full power of the Net to your computer using a cable wire instead of a phone line. With @Home, you get the Internet at speeds up to 100 times faster than a 28.8 modem. And, since @Home uses cable, you don`t have to bother with a phone line ever again. No dialing in, no busy signals, no unexpected disconnects, absolutely no hassles!

The @Home service provides all the features your family needs to enjoy the Web, including: a customized browser, unlimited use for a flat monthly fee, multiple email accounts, personal WebSpace, 24/7 technical support, search & navigation tools, chat and newsgroup access, and 12 channels of news, information and entertainment.

Not to mention a whole new dimension of revolutionary content you can`t find anywhere else. Watch video clips on demand. Listen to CD-quality music while you surf. Pummel your rivals in the hottest online games -- all without the delays experienced on typical dial-up connections.

How fast is the @Home service?
Incomparably fast! No other Internet service for your home can compete with the speed of @Home`s cable connection. A 56K modem offers only twice the speed of a 28.8K modem, while @Home is up to 100 times faster!

For example, a 3.5MB file takes more than 16 minutes to download using a typical dial-up connection, compared to about 10 seconds on @Home.

What makes @Home so fast?
@Home leverages the high bandwidth capabilities of cable TV lines, as well as a hierarchical, distributed network architecture with proprietary caching and replication technologies to overcome many of the bottlenecks that plague typical Internet connections today.

What cable companies offer the @Home service?
Excite@Home has affiliate partnerships with 16 leading cable companies in the United States and Canada. These companies includeAT&T Broadband and Internet Services, Cablevision Systems, Century Communications, Charter Communications, Cogeco Cable, Comcast, Cox Communications, Garden State Cable, Insight Communications, InterMedia Partners, Jones Intercable, Midcontinent Cable, Prime Cable, Rogers Cablesystems, Shaw Communications, Suburban, and Videon CableSystems with access to over 60 million households.

What are the system requirements for @Home?
@Home supports Windows 95, Windows 98, Windows NT 4.0, and MacOS 7.6.1 or greater. The table below outlines the system requirements:

Windows
Minimum Windows Recommended Macintosh Minimum Macintosh Recommended

Operating System Windows 95/98/
NT 4.0 Windows 95/98/
NT 4.0 OS 7.6.1 or higher OS 7.6.1 or higher

CPU Pentium equivalent Pentium 166 equivalent or higher PowerPC 601 PowerPC 603
or higher

Memory/
System RAM 16MB 32MB 24MB 32MB

Disk Space 125MB 125MB 50MB 50MB

Please Note: Your computer (running either Windows or Macintosh operating systems) MUST have a CD-ROM drive.

What software is included with the @Home service?
@Home includes a customized version of either Netscape Communicator or Internet Explorer with the most popular tools on the Internet such as RealPlayer, Shockwave, and QuickTime. In addition, you also get the @Home Assistant and a Network Diagnostic tool for trouble-shooting.

What hardware is included in the @Home service?
@Home will help you get all the hardware you need to get up and running. In many areas, this includes a cable modem and equipment to connect it to your computer. In other areas, you may be able to purchase your own cable modem. Either way, your cable company will make sure you have everything you need to have a great @Home experience.

What is a cable modem?
A cable modem is an external device that hooks up to your computer. Instead of getting an internet connection through your telephone wire, you get a connection through your cable network (the same place your cable TV Connection comes from). Cable modems translate radio frequency (RF) signals to and from the cable plant into Internet Protocol (IP), the communications protocol spoken by all computers connected to the Internet. To learn more about cable modems, visit the @Home Cable Modem Gallery.

How much will the @Home service cost?
Cable operators set their own prices for the @Home service. Monthly subscription prices range from $35 to $55 per month, depending on your local cable company and the area you live in. Most include the cable modem rental.

Are there additional installation or setup fees?
The installation fee ranges from $99 to $175, depending on your cable provider and the city you live in.

Where is the @Home service available?
The @Home service is offered by your local cable company and available in selected areas throughout the United States and Canada. Find out if @Home is available in your area.

Does @Home install new cable in my neighborhood?
Instead of installing new cable in your neighborhood, your local cable provider modifies and upgrades the existing cable TV network to handle two-way data. The process involves adding signal amplifiers to create a dedicated "upstream" data channel from your home to the cable TV plant.

If I don`t subscribe to cable TV, can I still get the @Home service?
Yes. Depending on your home, apartment, and availability, a connection from the neighborhood cable system to the desired location within your home may be necessary. However, you are not obligated to subscribe to a cable television service to receive @Home.

Can I have more than one email address?
@Home supports up to 3 email addresses as part of the monthly fee.

What Web browsers does @Home support?
@Home currently supports a customized version of Netscape Communicator and Internet Explorer.

Does the @Home service include chat and newsgroup options?
@Home offers access to all of your favorite chat rooms and newsgroups on the Web, plus @Home-only newsgroups where you can discuss ideas, opinions, and information about the service with fellow subscribers. @Home editors host regular chat events on issues, including the ever-popular News Trivia Challenge where participants compete to win cool prizes.

Does @Home offer a dial-up number for access when I am away from home?
@Home`s Remote Access Services allow you to check your email and connect to the Internet when you`re away from home.

With @Home`s Dial-Up Access service, you can use a telephone modem to access @Home and the Internet. You can read and send email, get the latest news, visit your favorite Web sites, chat rooms, and newsgroups -- everything you would do if you were at home. We provide toll-free coverage throughout North America. *

@Home also offers a NetMail service which lets you easily check your @Home email from any computer with an Internet connection and an email client supporting the POP interface (all the popular ones like Netscape, Internet Explorer, and Eudora do).

Can I watch TV and use @Home at the same time?
Yes. Neither television nor data signals are affected by simultaneous use.

How can I get cable from the TV in my living room to the PC in my bedroom?
One of the advantages of using @Home is that, in most cases, it uses the existing cable that is already in your home. This cable is capable of carrying both video signals and data signals at the same time. While it may only be necessary to install a splitter on the existing cable, due to the potential of introducing "noise" or interference into the cable system, a cable technician will perform the installation of the splitter and cable outlet in the secondary location. If user-installed splitters are already present, the technician will perform quality assurance tests before deeming the service operational, and, if necessary, will rewire the outlet to meet proper specifications.

Can I hook up more than one computer to my cable modem?
@Home offers Multiple Computer Access to each of its subscribers. You can hook up additional computers to @Home and have all computers online simultaneously. We provide up to two additional IP addresses so that you can have your own home network. *


Can I attach a server to your network?
No. The @Home service is for residential, casual use only and does not support or allow servers of any kind from the home. At this time, @Work® offers products that allow the kind of connectivity a server requires. Please visit @Work at work.home.net.

What steps does @Home take to ensure that my online experience is safe and secure?
Please see our Online Security statement.

Can I use any TCP/IP stack with the @Home service?
Yes. However, @Home currently supports only Windows 95, 98, NT 4.0, and MacOS 7.6.1 with Open Transport v. 1.1 or greater TCP/IP stacks.

Is @Home ready for the Year 2000?
Please see our Year 2000 Readiness Disclosure

KZ(12-24Monate): 120 EUR
Einschätzung: spekulativ



2)

Aware

Als Technology Provider führend bei G.lite

Mehr Infos von der HP:

Aware, Inc. is a leader in designing, developing and marketing technology and software for enhancing the flow of information to consumers. Aware provides: (1) telecommunications solutions, which increase the useable bandwidth in telephone networks and (2) compression solutions, which reduce the storage and bandwidth requirements for digital information.
Aware`s telecommunications solutions include our world leading full-rate ADSL and G.Lite technology and software that enables true high-speed Internet access over existing phone lines without interrupting normal phone service. The Company`s business strategy is to propagate our full-rate ADSL and G.Lite through intellectual property licensing and software sales. The Company`s current technology focus is to create new technologies for the next generation of DSL solutions.

Located in Bedford, Massachusetts, Aware Inc. was incorporated in 1986. Since then, Aware has been designing, developing and marketing telecommunications and compression technology. Since 1993, Aware has focused its telecommunications activities on DSL technology for high speed data transmissions over existing telephone wires. Aware completed an initial public stock offering in August 1996, the company`s stock trades on the NASDAQ Stock Exchange under the symbol "AWRE."

Partner

Aware licenses its intellectual property and technology to semiconductor manufacturers who in turn sell silicon solutions to manufacturers of telecommunications, data communications and customer premise equipment.

Intel Corporation
Intel Corporation, the largest chipmaker in the world, will integrate Aware`s full-rate ADSL and G.Lite technology and software into DSL chipsets for the residential broadband market. Intel`s core competencies in manufacturing, silicon design, relationships with OEMs, and promoting industry standards will enable it to lower the cost, reduce the complexity and accelerate the deployment of DSL services.


Analog Devices
Aware`s full-rate ADSL and G.Lite technology and software is incorporated in the AD20msp910, AD20msp918 and AD20msp930 chipsets from Analog Devices Inc. (ADI). In November 1999, ADI announced the sale of its millionth ADSL chipset based on Aware`s technology. ADI`s list of publicly announced chipset customers are some of the largest companies in the telecommunications and data communications industries including:

ADC
Advanced Fibre Communications
Ascend
Cisco
Diamond Lane
Efficient Networks
Ericsson
Newbridge Networks
Philips
Pulsecom
Sumitomo


Lucent Technologies Microelectronics Group
Lucent Microelectronics Group incorporates Aware`s G.Lite technology and software in its DSP 1690 WildWire PC modem chipset. This is the first PC modem chipset for high-speed Internet access incorporating both V.90 and G.Lite technology. Lucent`s Microelectronics Group is the number one seller of chips for modem-equipped PCs in North America, with more than 40% market share, and includes as its PC OEM customers Compaq, Hewlett-Packard, IBM, NEC, Sony and Toshiba.



Infineon Technologies
Infineon Technologies, formerly Siemens Semiconductors, will integrate Aware`s G.Lite technology and software into a highly integrated, cost-effective central office switch solution. This central office chipset solution is the first splitterless Line-Card G.Lite solution, integrating voice and data, which brings together Aware`s technology and Siemen`s high-performance Carmel DSP, revolutionary broadband SLIC, and analog to digital (A/D) converter. Infineon Technologies is a leading worldwide provider of semiconductors with worldwide revenue of $3.5 billion in fiscal 1997. [More information....]


Siemens Information and Communications Networks (ICN) Group
In September 1998, Siemens ICN and Aware entered into an agreement under which the companies are defining the next-generation architecture for Siemens` DSL-enabled EWSD digital electronic switching system. Siemens EWSD product is the most widely sold carrier-class switching system in the world. The relationship between the companies is intended to produce a specification for Siemens DSL-enabled central office switches, which will be based on Aware`s G.Lite technology


US Robotics/3Com
Aware has licensed its full-rate ADSL technology to 3Com for use in its ADSL product offerings. 3Com`s U.S. Robotics division is the largest seller of modems in the world.


NEC Corporation
In April 1999, NEC Corporation and Aware entered into an agreement to integrate Aware`s G.Lite technology into NEC`s full-rate ADSL uPD98541 chipset. This solution will provide customers with both G.Lite and full-rate ADSL capabilities in a single chipset. NEC will use its extensive sales channels to market the chipset to telecommunications and networking system providers as well as modem manufacturers worldwide. NEC - the second largest semiconductor manufacturer in the world - realized net sales of approximately $40 billion in fiscal year 1997-98.

ST Microelectronics
In December 1998, Aware entered into an agreement with ST Microelectronics ("ST") to integrate Aware`s G.Lite technology into ST`s advanced silicon process. The ST/Aware DSL solution brings together Aware`s DSL-Lite technology and ST`s advanced integrated circuits for communications applications. ST is the third largest seller of telecommunications chipsets in the world.
Company Overview
Investor Relations
News & Information
Employment
Strategic Partners
Events


Chart:

siehe unten

Derzeitiges Niveau ist noch ein Einstiegnsniveau.

KZ(12-24Monate):300 EUR
Einschätzung: hochspekulativ


3)

Ntt

In Japan der führende Anbieter von Glasfaseranschlüssen für den Endbenutzer in Japan.

Chart:

siehe nächstes Posting


Mehr Infos unter:
http://www.ntt.com/index-e.html

KZ(12-24Monate):50T
Einschätzung: spekulativ

Mehr Infos zu den einzelnen Unternehmen werden folgen. Dies soll lediglich für den Einstieg gereichen.

[AlexanderRThiel]

NTT

[AlexanderRThiel]

Aware

[AlexanderRThiel]

At Home Corporation

[AlexanderRThiel]

Etwas spekulativer aber ebenso interessant ist BellSouth. Eins der letzten echten Wachstumsunternehmen mit scheinbar unbegrenzten Möglichkeiten.

Sozusagen mein "spekulativer Top-Tipp"


Die technischen Grundlagen werden im ersten Posting vorgestellt.

Jetzt folgen Unternehmensspezifische Infos:

BellSouth verzichtet bei seinen Glasfaseranschlüssen auf teure Einzelänschlüsse. Eine einzelne Faser führt von einer Sende- bzw Empfangseinheit beinm SProvider zu einem optischen Strahlleiter, in dessen Nähe eine Häusergruppe, der die Lichtinfos gleichmäßig auf 32 Ausgangsfasern verteilt. Die Anlage beim Kunden filtert die für sie bestimmten Daten heraus und macht aus dem optischen Signal ein elektrisches. Die International Telecommunications Union (ITU) hat 1998 Spezifikationen für derartige Netzwerke standardisiert. Die BellSouith Technologie ist auch deshalb kostengünstig, da auch selbst entwicklete Laser, optische Komponente und Faserkabel den Preis drücken. Eine einzelne Faser kann zur gleichen Zeit übrigens unterschiedliche Datentypen verarbeiten (Video, E-Mail, Sprache).
PON`S (so nennt man die eben beschriebene Technik) wurden bereits in England, Frankreich, Deutschland und auf den Bermudas getestet. Bell South installiert derzeit zusammen mit NTT erste Produkte, die mit dem ITU-Standard kompatibel sind,. Bestimmte Multiplex-Fasersyteme von BellSoputh sind in einigen ländlichen Gebieten der USA bereits in Betrieb und liefern den Großkunden dort zum guten Preis Fernsehen, Telefon und Internet. Auch immer mehr mittlere Unternehmen erwägen deshalb den Schritt zum fiber-to-the-home!




-----------------------------------------------------
Infos von der HP:

FINANCIAL PERFORMANCE
BellSouth has a proven track record of delivering solid financial results to our investors. Our financial strength allows us to invest with the confidence and discipline that provide healthy returns for our owners.


Earnings Growth — BellSouth leads the industry by a wide margin in normalized earnings per share growth since 1996, and is even further ahead of the S&P 500.
Revenue Growth — Driven in part by explosive growth in digital and data services (see chart below), BellSouth`s revenues in 1999 grew 11.7 percent on a proportionate basis (which reflects BellSouth`s ownership percentages in all domestic and international markets).

Stock Split — BellSouth stock split 2-for-1 effective December 28, 1998, the fourth split since 1984.

Dividend — Effective with the February 1, 1999 payment, BellSouth raised the quarterly cash dividend 5.6 percent, from 18 cents to 19 cents per share. Along with the stock split and a share repurchase program that was completed in the second quarter, the higher dividend reflects the confidence BellSouth`s management team has in the company`s future.

Total Return — Through 1999, BellSouth`s five-year total return to shareholders of 299% – increase in stock price plus reinvested dividends–easily exceeded the S&P 500 (250%) and the peer group (223%).



CONTINUING TO GROW IN VALUE: BELLSOUTH`S 3 STRATEGIES
1) Communications Leadership — BellSouth`s communications leadership growth story is built on four strong pillars in our core business: data and the Internet; strong customer relationships; simple and reliable products and services; and the convenience and value of one-stop shopping. The market for data and Internet services is booming as business customers turn to BellSouth for solutions to complex computer networking needs. Digital and data services revenues leaped 33 percent in 1999 to $2.8 billion. In the consumer marketplace, convenience features such as Caller ID Deluxe, Call Return and BellSouth® Privacy DirectorSM service give us another fast-growing revenue stream that reached $1.9 billion in 1999, a 16.8 percent increase.

2) Wireless — BellSouth has a simple formula for continuing to profitably grow this $3 billion business in the U.S. – enter new markets, grow our customer base, increase revenues per customer, reduce costs. It`s working. In addition to sustained growth in customers and market penetration, BellSouth`s U.S. wireless operations continue to stretch the financial tape measure as well. In 1999, our share of revenues increased to $3.0 billion; net income was $235 million; operating cash flow was $1.1 billion; and our cash operating margin was a strong 38.2 percent.

3) International — Early to seize international opportunities, BellSouth already has delivered on its growth commitments – and the future overseas is even more promising. Our strategy is focused on Latin America, where market penetration of telecommunications services is low, and customer demand is high. That`s a formula for long-term growth. In 1999, based on the company`s ownership percentages, BellSouth grew its international customer base by more than 2.4 million, a 70 percent annual growth rate. Brazil is the biggest driver of the phenomenal growth. Brazil turned up service in May 1998 and by the end of 1999, we added more than 1.7 million total customers. In Venezuela, the number of equity customers grew 90 percent (adjusted for an ownership increase). Germany also produced outstanding growth, with the number of customers jumping 90 percent. International cellular revenues in 1999 increased 39 percent to $2.9 billion on a proportionate basis.



DIGITAL DATA: MORE THAN A STRATEGY, A WAY OF LIFE AT BELLSOUTH
It is important to remember that while BellSouth has three key growth strategies, interwoven within each of these strategies is digital and data communications. Data is not a separate strategy – it is part and parcel of every product and service BellSouth provides. The total market for data related services is enormous and growing very rapidly. BellSouth is focusing on five key areas:

Professional Services — Computer networking is becoming much more complex for businesses to manage. At the same time, "nets" linking employees, customers and suppliers are increasingly vital to competitive success. That`s why businesses want to outsource their mission-critical data management functions. And that`s why BellSouth provides a full array of Managed Network Solutions and Enterprise Network Consulting services – everything from electronic commerce, Web hosting and other Internet services to network design, security and help desk support.


Connection Services — These services connect the customer`s location to our central office. Connection services currently comprise the largest single source of digital data revenues for BellSouth. We have a variety of services in this segment, from business lines to high-speed digital connections. The strategy here is to continue offering the most complete family of digital connections, ranging from our current business services to high-speed ADSL technology.

Local Networking — Here we connect multiple customer locations around a city or state. Traditionally this has been a private line world. It is moving to more of a switched world, handling data traffic much like a telephone call but with different technology. This area represents hundreds of millions in revenue today and it is growing very rapidly. We are already rapidly expanding our data switching and SONET transport services, which today include frame relay and ATM. Driven by business customer activity, we are aggressively building out our digital networking capability at all levels throughout our markets.

Internet — The Internet represents multiple opportunities, from consumer access service to specialized business access to multiple advertising related services. We are leveraging our solid initial start to grow much faster. In 1999 our BellSouth.net® Internet service surpassed 680,000 customers – an annual growth rate of 82 percent.

Regional/national/global Networking — As soon as BellSouth obtains regulatory approval to offer in-region long distance, our new alliance with Qwest Communications International will put BellSouth in a strong position to give business customers seamless, end-to-end data connectivity throughout the South, the U.S. and around the world. Prior to long distance entry, the relationship with Qwest is structured to collaboratively deliver data products and services with, at the customer`s request, BellSouth marketing local elements and Qwest handling the long distance aspects of the solution.

Neueste Adhoc

Sun Microsystems and BellSouth Wireless Data Collaborate to Open the BellSouth Intelligent Wireless NetworkSM to a Broad Range of New JavaTM Technology Based Wireless Services


Industry Leaders to Deliver End-To-End Solutions for Quick and Easy Development and Deployment of Cutting Edge Wireless Applications and Services

For Immediate Release:


February 28, 2000
NEW ORLEANS - Sun Microsystems, Inc. and BellSouth Wireless Data today announced their intent to develop an end-to-end architecture based on Sun technologies to facilitate development of Java™ technology-based solutions for handheld wireless devices on the BellSouth Intelligent Wireless Network.

Under the proposed initiative, Sun and BellSouth Wireless Data intend to work together to develop an-end to-end architecture based on Sun`s Java technologies, its middleware and its backend servers. The envisioned architecture will enable third party developers to leverage their existing Java technology programming expertise and applications to simply and securely extend their solutions to a host of wireless devices via the BellSouth Intelligent Wireless Network. Additional collaborative efforts between the companies highlighting Java technology on the BellSouth Intelligent Wireless Network are expected later in the year.

"Always on, always with you, wireless devices are destined to be the preferred method for accessing the Net, and that will open enormous opportunities in e-commerce and service delivery - enormous opportunities for the world`s 1.7 million Java software developers," said Edward J. Zander, president and chief operating officer, Sun Microsystems, Inc. "Combining Sun`s open end-to-end technologies and BellSouth`s Intelligent Wireless Network will foster growth in the space, enabling the rapid and cost effective development of new applications and services to consumers and businesses."

"Sun and BellSouth Wireless Data view themselves as facilitators that will work together to unlock the unlimited opportunities of wireless data for third party developers," said William F. Lenahan, president and chief executive officer of BellSouth Wireless Data. "Through this joining of forces, our companies intend to provide the infrastructure and easy access necessary to allow developers to create cutting edge applications for the marketplace. The fact that a standard platform such as Java is being used is a breakthrough for the wireless data industry. It will cut the time-to-market for personal wireless data applications because developers will be creating programs using a popular development environment that is secure and can be widely deployed."

Sun`s Java technology not only allows for device independence, but enables content providers to deliver a richer experience to the consumer. New services and applications can be dynamically downloaded via the network providing the end user with the ability to expand and customize their service thereby meeting their evolving needs, as well as providing the service provider with the opportunity to deliver additional revenue generating services. More than a dozen wireless industry manufacturers and service providers have licensed the Java 2 Platform, Micro Edition, since its introduction in June 1999, to integrate into mobile telephones, two-way pagers and other wireless information devices such as connected organizers.

The BellSouth Intelligent Wireless Network is standards-based, and in addition to its core technology, offers connections with complementary networks and several host connectivity options. Based on the de facto international standard for wireless data communications, the core of the BellSouth Intelligent Wireless Network provides extensive and seamless coverage nationwide, high reliability, low latency, industry-leading battery saving protocols and other key features.

WAVE 2000 Conference
The development of Java technology-based applications for RIM wireless handhelds enabled for the BellSouth Intelligent Wireless Network will be discussed in detail at WAVE 2000-the Wireless Alliances and Vision Exchange (formerly BellSouth Wireless Data Solutions Conference). WAVE 2000, being held March 13-15 at the Mission Valley Regional Convention Center in San Diego, will also feature a keynote address on Wednesday, March 15, by George Paolini, Vice President of Java Community Development for Sun. WAVE 2000 is an excellent opportunity for attendees to build alliances and exchange ideas with people and businesses that are focused on wireless data solutions. Attendees can also discover emerging business opportunities in wireless data and connect with partners who can help make them a reality. For more information, please go to http://www.bellsouthwd.com/wave2000.

About Sun Microsystems
Since its inception in 1982, a singular vision - The Network Is The Computer™ -- has propelled Sun Microsystems, Inc. (Nasdaq: SUNW), to its position as a leading provider of industrial-strength hardware, software and services that power the Internet and allow companies worldwide to ".com" their businesses. With $13 billion in annual revenues, Sun can be found in more than 170 countries and on the World Wide Web at http://www.sun.com.

About BellSouth Wireless Data
BellSouth Wireless Data, L.P., headquartered in Woodbridge, N.J., is an expert in providing proven wireless data communications solutions that eliminate the barriers between critical information and mobile users. BellSouth Wireless Data operates its wireless data service throughout the United States, covering more than 93 percent of the urban business population located in 492 Metropolitan Statistical Areas (MSAs) and non-MSAs with a total population of 200 million people. Recognized as the industry leader, the company was the recipient of several major awards during 1999 from such prestigious entities as Microsoft, PC Computing, Frost & Sullivan, Wireless Week and Mobile Insights.

BellSouth Wireless Data is a subsidiary of BellSouth Corporation. BellSouth Corporation provides telecommunications, wireless and wireless long distance communications, Internet and data services, advertising and publishing, and video and entertainment services to nearly 37 million customers in 20 countries worldwide. E-mail: [e-mail]. Web site address: www.bellsouthwd.com.

Sun, the Sun logo, Sun Microsystems, Java and The Network Is The Computer are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States and other countries.

Netscape Navigator is a trademark or registered trademark of Netscape Communications Corporation in the United States and other countries.


###
For more information, contact: Preston Turner
Burson-Marsteller for Sun
415-591-4068/415-290-8235 (onsite)
[e-mail]

Russell Rowland/Chris Loncto
HWH for BellSouth Wireless Data
212-355-5049
[e-mail]/[e-mail]

Michael Shuster
Sun Microsystems
408/517-6820/218-8894 (cell)
[e-mail]

NOTE: For more information about BellSouth, visit the BellSouth Web page at http://www.bellsouth.com. Also, BellSouth news releases dating back one year are available by fax at no charge by calling 1-800-758-5804, ext. 095650 or write: for Atlanta releases 1155 Peachtree St., N.E.; Atlanta, Ga. 30309-3610 and for DC releases; 1133 21st St., N.W.; Suite 900; Washington, D.C. 20036.

Press Release

BellSouth EPS Grows 26.2% in Fourth Quarter
Internet, data, wireless, international fuel $25 billion annual revenues; 1999 EPS up 22% before special items




ATLANTA, GA - January 24, 2000 - BellSouth Corporation (NYSE: BLS) reported earnings per share (EPS) of 53 cents (before one-time gains) in the fourth quarter of 1999, a gain of 26.2 percent compared to 42 cents in the final quarter of 1998. For the year, normalized EPS improved 22 percent to $2.00, and BellSouth`s annual revenues exceeded $25 billion for the first time.

Continued strong performance in the company`s primary growth areas drove results for the quarter and year. In the U.S., customer demand remained brisk for BellSouth Internet, data, wireless and calling feature services. In the company`s growing number of international markets, wireless customers increased 70.3 percent in 1999.

"The fourth quarter was important to BellSouth investors because of the continued strength of our current operations," said Duane Ackerman, chairman and chief executive officer. "In addition, the new European alliance we formed in December with KPN Royal Dutch Telecom captures at least $8.9 billion in value and gives us options for the future in our fastest growing business segments, wireless and data."

Internet, E-Commerce, Data

BellSouth`s array of Internet and E-commerce products and services helped generate digital and data revenues of $760 million in the fourth quarter of 1999, a 30.1 percent increase compared to $584 million in the same quarter a year ago. For 1999 as a whole, data revenues surged 33.1 percent to $2.8 billion from $2.1 billion in 1998. Access line equivalents, which include broadband services as well as traditional switched lines, grew at an annual rate of nearly 16 percent. The company`s Internet service, BellSouth.net, grew more than 82 percent in 1999 and now has nearly 700,000 consumer and business customers.

Domestic Wireless

Domestic cellular and PCS revenue of $836 million in the fourth quarter of 1999 grew 18.6 percent compared to $705 million in the same quarter of 1998. U.S. wireless customers increased 661,000 in 1999 as a whole (based on the company`s ownership percentages), including a fourth quarter increase of 202,000 driven by another busy holiday season. Customer growth for the year was 14.1 percent (adjusted for sale of Honolulu Cellular in the third quarter of 1999).

International

BellSouth`s international strategy continued to boost growth. Based on the company`s ownership percentages, BellSouth`s international wireless customer base grew by 2.4 million in 1999, or 70.3 percent. On a proportionate basis, fourth quarter international wireless revenues climbed 18.0 percent, to $781 million in 1999 from $662 million in the same quarter of the previous year (adjusted for the sale of New Zealand operations in the fourth quarter of 1998). Worldwide, BellSouth now serves a total of nearly 19 million wireless customers (11.2 million on a proportionate basis).

Calling Features

Calling features such as Caller ID Deluxe and the new BellSouth® Privacy DirectorSM service continued to boost performance in three ways - as monthly subscriptions, on a per use basis, and as part of value packages such as BellSouth® Solutions and the BellSouth® Complete Choice® Plan. Calling feature revenues were $500 million in the fourth quarter of 1999, compared to $439 million in the same three months of 1998. For the year, revenues improved 16.8 percent to $1.9 billion. BellSouth Solutions, the company`s newest package, was introduced in August 1999 for residential and small business customers. It gives customers Internet access, wireless, paging and local phone service with up to 20 calling features -- all on one bill, with one number to call for service.

Fourth Quarter

BellSouth`s fourth quarter revenues were a record $6.7 billion in 1999, a gain of 8.3 percent compared to $6.2 billion a year earlier. Net income of $1.1 billion included a foreign currency gain of $47 million, or 2 cents per share. Normalized net income of $1.0 billion increased 21.1 percent compared to the fourth quarter of 1998, when net income was $831 million (before one-time gains totaling $172 million).

Full Year 1999

For the year, BellSouth posted record revenues of $25.2 billion, an increase of 9.1 percent compared to 1998. Excluding special items in both years, 1999 normalized EPS of $2.00 compared to $1.64 in 1998. Reported EPS was $1.80 in 1999, compared to $1.78 in the previous year. As disclosed in the fourth quarter, 1999 EPS reflects a second quarter non-cash charge of 10 cents related to the revised reporting of an asset swap. Net income excluding special items was $3.8 billion in 1999, compared to $3.3 billion in 1998. Reported net income in 1999 was $3.4 billion versus $3.5 billion in 1998.

BellSouth is a $25 billion communications services company. It provides telecommunications, wireless communications, cable and digital TV, directory advertising and publishing, and Internet and data services to more than 37 million customers in 20 countries worldwide.


Der Chart




Kursziel (12 Monate): 75-90 EUR
spekulativ

AlexanderRThiel

[Stonies bull and bear]

ein lob für deine ausarbeitung....


ein zusatz: pliant 888372

du hast von 6 km von der telefonstation bis zum haus gesprochen.
pliant hat die technik diesen radius kostengünstig um 50% zu
erweitern.

quelle: taipan

stonie

[AlexanderRThiel]

Und nu mein konserativer Top-Tipp

Mobil telefonieren, SMS versenden und WAP-Seiten betrachten, das ist bald Schnee von gestern. Im Internet surfen, online Bibliotheken durchstöbern und Bankgeschäfte erledigen, Stadpläne sowie Reiseinfos auf das Handy laden, Geräte fernsteuern, ja sogar Videokonferenzen führen und Fernsehnachrichten verfolgen - das soll die Handyzukunft sein. Denn Geräte der dritten Generation sollen einen Datendurchsatz von 2 MB/s ereichen - aslo 200mal schneller als heutige Handys. Der int. Verband für Telecommunication legte dafür vor allem einen Standard fest: UTMS, die Weiterentwicklung des GSM-Systems, auf dem heute über 50% des Weltmarktes basieren. Die enorme Leistungsfähigkeit erreicht UTMS durch bestmögliche Nutzung des Frequenzbandes und dadurch, daß jeder Teilnehmer eine eigene Sendefrequenz erhält und sich Datenpakete somit optimal codieren lassen. Die maximale Übertragungsrate von UTMS wird vorerst allerings nur in sogenannten Pikozellen gewährleistet, die einen Radius von 100m um einen Sender umfasen, z.B. Büros, Flughägfen, usw, in Stadtzentren soll die Datenrate vorerst bei 384 kb/s liegen. Eine erste UTMS-Version soll 2001 von einem Joint-Venture Siemens und NEC realisiert sein. In Deutschland stehen ab Mai 2000 die Funkfrequenzen für die dritte Mobilfunk-Generation zur Versteigerung an. Beratungsunternehmen prognostizierne ein excellentes Geschäft: So soll der Datentransfer von und zu Mobilfunkgeräten bis 2005 jährlich um 70% steigen.
Und das Beste: Siemens wird ihre UTMS Version mit LMDS kompatibel gestalten = die optimale Vernetzung, dann braucht der normale Mensch keine Hände und Füße mehr, es reicht das HANDY;
Deshalb: Siemens für mich weiterhin der aussichtsreichste Dax-Wert

AlexanderRThiel

PS: Das LMDS Verfahren habe weiter oben erklärt

[angeldusty]

By the Way About 8x8, Inc.

Company Description

8x8 is a leading manufacturer of digital telecommunication products, including
both central office and customer premise equipment for Internet Protocol (IP)
telephony. By leveraging its vertically integrated technology, the Company
provides complete IP telephony solutions to service providers such as local
exchange carriers (LECs) and cable TV system operators, and to
telecommunications equipment manufacturers.

The Company operates within two segments: Broadband Telephony and Video
Monitoring.

Within the Broadband Telephony segment, 8x8 manufactures IP telephony
equipment, with an emphasis on bringing IP telephony to the `edge of the
network,` that is, directly to users. The Company`s marketing strategy focuses
on selling complete IP telephony solutions, including central office
management software and customer premise equipment, to telephone service
providers such as incumbent local exchange carriers (ILECs), competitive
local exchange carriers (CLECs) and Internet service providers (ISPs). In
addition, the Company intends to promote high-volume manufacturing of IP
telephony products that are synergistic with its solutions by licensing its
vertically integrated technology to original equipment manufacturers and
third-party developers of telephony applications.

Within the Video Monitoring segment, the Company markets its Remote
Surveillance Module (RSM) line of branded system products to dealers and
distributors of security products for small businesses such as convenience
stores and restaurants. 8x8`s monitoring system products are highly
integrated and rely on the Company`s expertise in communications processor
design, video and audio compression algorithms, network protocols, and
cost-effective manufacturing.

Business Strategy

The breadth of 8x8`s technology - from IP telephony semiconductors to
gateways to telephony server software - places the Company in a prime
position to capitalize on the transition from switched-circuit communications
technology to converged IP networks for voice, data and video.

For example, 8x8 has used its Audacity™ Internet Telephony Processor, a
combination protocol and signal processor on a single chip, to build its
Symphony™ voice over IP (VoIP) Module. This module enables customers to
connect inexpensive analog telephones to IP networks, substantially lowering
the cost of building IP telephony systems.

To switch telephone calls between Symphonies on a network, 8x8`s
subsidiary, Odisei S.A. is developing a software package called the
IntraSwitch™ IP-PBX. This software is a highly scalable, Java-based solution
for managing VoIP networks. When used in conjunction with Symphony
Modules, IntraSwitch provides advanced IP-PBX features, such as call
forwarding, remote pickup, call routing and voice mail. For service providers,
IntraSwitch offers a low-cost, low-maintenance platform for delivering complete
telephony services.

[Alexander R.Thiel]

So, bin gerade frisch aus dem 1wöchigen Urlaub zurück.

An meiner positiven Einschätzung für die oben vorgestellten Aktien hat sich nichts geändert. Über BellSouth konnte man am Freitag in der USA TODAY einen interessanten Artikel lesen:

Auszüge:

Autorin: Kirstin Ridley (REUTERS)
Schlagzeile: Analysts: BellSouth may unlock USA for Telekom

Textauszüge::
-Deutsche Telekom could try to enlist U.S. carrier BellSouth in its bid to clinch a $100 billion-plus purchase of U.S. telecoms groups Qwest Communications and US West, analysts said Thursday.

-The Wall Street Journal reported that Deutsche Telekom made seperate offers to aquire Qwest and US West in deals that could total more than $100 billion. BellSouth, a regional U.S. carrier, already owns 10% of QWest. Analysts say a joint bid with BellSouth may help swing the deal for Deutsche Telekom-coupled with the lure of about 25% of the bid value in cash.

Jetzt noch ein paar Zahlen zu BellSouth:
Marktkapitalisierung: $86.56B
Price/Book (mrq): 5,85
Price/Earnings (ttm): 25,58
Price/Sales (ttm): 3,5
(Quelle: Ragingbull)
Alexander R. Thiel