SBC COMMUNICATIONS NAMES CISCO AS PREFERRED SUPPLIER
Cisco Systems signed a multi-billion dollar agreement with SBC Communications under which it becomes SBC's preferred provider of data networking equipment for DSL, Enterprise Virtual Private Network (EVPN), Virtual Point of Presence-Dial Access Service (VPOP-DAS), Broadband Capabilities Gateway (BCG) and ATM services.  The deal also includes a series of joint research and product development activities aimed at emerging IP services.  The companies said their alliance complements SBC's Project Pronto, a $6 billion initiative to make DSL and other broadband-powered services available to 80 percent of SBC's wireline customers by 2002 and to accelerate the convergence of SBC's voice and data backbone systems into a next-generation, packet-switched platform. http://www.cisco.com/warp/public/146/pressroom/2000/apr00/sp_041900.htm
http://www.sbc.com
Cisco Systems, April 19, 2000

VITESSE ACQUIRES SITERA FOR ITS OC-48 NETWORK PROCESSORS
Vitesse Semiconductor will acquire Sitera, a privately-held developer of network processors supporting DS3 through OC-48 data rates and Gigabit Ethernet, for $750 million in common stock.  Sitera’s programmable network processing chipset and integrated software development suite is aimed at meeting the rapidly changing requirements of Internet switch/routers for traffic management, traffic classification, policy enforcement and guaranteed delivery.  Sitera’s PRISM processor is fully programmable, enabling it to be adapted for changing specifications, like MPLS, DiffServ, and IPSec, requiring deep packet processing operations.  Vitesse said the acquisition would extend its capabilities from OC-192 down to OC-3 and DS3 for intelligent edge switches and routers, ISP/ASP Service platforms and core optical routers.  Sitera was founded in 1997 and is based in Longmont, Colorado.  http://www.sitera.com  http://www.vitesse.com/
Vitesse Semiconductor, April 19, 2000

AMCC ACQUIRES YUNINETWORKS, PBAUD LOGIC AND CHAMELEON TECH.
Applied Micro Circuits Corporation (AMCC) will acquire YuniNetworks, a start-up developing scalable terabit switch fabric technology, for approximately $241 million in stock.  The YuniNetworks switch architecture provides the Quality of Service (QoS) for eight classes of service and thousands of flows per port, a 40 Gbps link rate and is scalable for high-end, multi-terabit applications downward to 10 Gbps.  YuniNetworks is based in San Diego, California.
http://www.yuninetworks.com

AMCC has acquired pBaud Logic Inc., a start-up specializing in SONET and FEC (forward error-correction) design, for an undisclosed sum.  The company is based in Kanata, Canada.

AMCC also acquired Chameleon Technologies, a privately held company specializing in communications protocols such as Fibre Channel and SONET.  Chameleon recently has been collaborating with AMCC on OC-192 designs.  Chameleon is based in Irvine, California.
http://www.amcc.com/Compinfo/PressReleases/acquisition041900pr.htm
AMCC, April 19, 2000

NORTEL ACQUIRES ARCHITEL FOR $395 MILLION -- OPERATIONS SUPPORT SYSTEMS
Nortel Networks will acquire Architel Systems Corporation, a developer of carrier Operations Support Systems, for about US$395 million in stock.  Architel's software is used for service activation, order management, network inventory and interconnection gateway management.  Nortel said the acquisition would expand its Preside portfolio for managing next generation Internet services.  Architel has 400 employees and is headquartered in Toronto, Canada.
http://www.architel.com/   http://www.nortelnetworks.com
Nortel Networks, April 19, 2000

ASIA PACIFIC CABLE NETWORK 2 TO OFFER 2.56 TBPS REGIONAL CAPACITY BY Q3 2001
A consortium of telecommunication carriers agreed to build the Asia Pacific Cable Network 2 (APCN-2), a 19,000 km undersea network that will connect Japan, Korea, China and Hong Kong, Taiwan, Philippines, Malaysia and Singapore by September 2001.  APCN-2 will provide 2.56 Tbps capacity using a self-healing ring configuration of four fiber-optic pairs.  NEC was named as the lead supplier.  http://www.wcom.com/about_the_company/press_releases/display.phtml?cr/20000419
MCI WorldCom, April 19, 2000

SORRENTO SCALES ITS METRO DWDM PLATFORM TO 64 LAMBDAS
Sorrento Networks, a subsidiary of Osicom Technologies, announced plans to scale its GigaMux Metro DWDM product to 64 channels of up to 10 Gbps traffic.  The GigaMux transport system is designed to be "in-service upgradeable" and network layer independent.  http://www.sorrentonet.com
Sorrento Networks, April 19, 2000

EXCITE@HOME NOW REACHES 1.5 MILLION CABLE MODEM USERS
As of March 31, Excite@Home's residential broadband subscriber base grew by approximately 350,000 net new subscribers to 1,500,000, an increase of 30% from 1,150,000 at year-end 1999.  The figure represents a penetration rate of 5.7% of the upgraded footprint, up from 4.8% last quarter and 3.1% a year ago.  Excite@Home's addressable market for cable modem service grew to approximately 26 million upgraded cable homes passed, up approximately 75% from 15 million homes a year ago. The company's @Work service had 6,200 accounts as of March 31, 2000, up from 5,100 last quarter.  Excite@Home's broadband subscribers now generate an average of more than two gigabits of traffic per second through public and private Internet peering points, with peak traffic reaching up to five gigabits per second.  The company noted that this backbone traffic represents less than half of all traffic generated by its subscribers, as the majority of broadband traffic is contained within Excite@Home's regional networks through the use of caching and distributed content feeds.  http://www.home.net/news/pr_000419_01.html
Excite@Home, April 19, 2000

Excite@Home Network Cable modem growth 31-Mar-00 1,500,000 31-Dec-99 1,150,000 06-Dec-99 1,000,000 30-Sep-99 840,000 30-Jun-99 620,000 31-Mar-99 460,000  31-Dec-98 331,000  30-Sep-98 210,000 31-Jun-98 147,000 31-Mar-98 90,000

ROADRUNNER REPORTS 730,000 CABLE MODEM USERS
Road Runner now serves a total of 730,000 cable modem subscribers, up by 180,000 new subscribers in Q1.  The service passes 15.6 million homes.  The company noted that Time Warner's Portland, Maine cable operation is now approaching 25% franchise-wide market penetration.  http://www.rr.com/rdrun/
RoadRunner, April 12, 2000

RoadRunner Cable modem Growth 31-Mar-99 730,000 31-Dec-99 550,000 30-Sep-99 420,000 30-Jun-99 320,000 31-Mar-99 250,000 31-Dec-98 180,000  03-Aug-98 100,000

• United Pan-European Communications' (UPC's) chello cable modem service had 150,000 residential subscribers as of 29-Feb-00.

NETWORK PLUS RAISES $256 MILLION FOR EAST COAST ROLLOUTS
Network Plus, an integrated communications provider, closed $256 million in new financing through a secondary public offering of 4.5 million shares of common stock and $125 million of convertible preferred stock.  The money will fully fund the company's expansion throughout the mid-Atlantic region.  Network Plus plans to increase its number of collocations from 105 to 500 by the end of 2001, increase its number of local exchange switches from 8 to 12, expand its fiber network from 11,000 to 30,000 fiber miles, and accelerate its rollout of voice-over-DSL (VoDSL) services.  http://www.nwp.com/
Network Plus, April 19, 2000

Lucent Introduces New CellPipe Devices for Integrated Access
Lucent Technologies introduced new "CellPipe" integrated access devices to address the market for voice over DSL.  The new CellPipe IADs are ATM and Frame Relay-based and support AAL2 and MGCP VoDSL protocols.  They are optimized to interoperate with Lucent's Stinger and DSL MAX 20 Access Concentrators, in both wireline and fixed-wireless applications.  They are also interoperable with equipment from Lucent OEM partners CopperCom and Jetstream, as well Lucent Wired for DSL interoperability partners and international gateway vendor TdSoft. The devices.  Models range from a 4-port ADSL IAD for residential and SOHO customers to an 8-port DSU that plugs into existing routers to support 8 POTS (plain old telephone service) lines over SDSL.  Winstar Communications will be the first to use Lucent's new integrated access devices (IADs) in its network.  Winstar is expected to deploy the devices in thousands of buildings across the US.  http://www.lucent.com/press/0400/000419.coc.html
Lucent Technologies, April 19, 2000

GERMANY'S EINSTEINET ACQUIRES COMPUTER PARTNERS AG
Germany's EINSTEINet, a well-funded start-up targeting the broadband application service provider (ASP) in Europe, will acquire Computer Partner AG (Munich), a leading systems integrator serving major German corporations.  Financial terms were not disclosed.  Computer Partner has 230 employees and annual revenue of 112 million DM.  EINSTEINet plans to have its own fiber network and its own ASP-focused data centers in operation in 30 medium-sized German cities by year's end.  The company is working with Nortel DASA, the DaimlerChrysler-Nortel joint venture, which is building its fiber network. Data center partners include Compaq, Sun, CITRIX and EMC. EINSTEINet has also entered into a strategic partnership with Microsoft.
EINSTEINet, April 19, 2000

• EINSTEINet is led by Argentine-born Martin Varsavsky, who also was a founder of Viatel (which operates a pan-European fiber backbone) and Jazztel (an ISP in Spain and Portugal). 

N.E.T. DEMONSTRATES ITS NEXT GENERATION BROADBAND NETWORK ARCHITECTURE
Network Equipment Technologies (N.E.T.) and France Telecom R&D demonstrated a broadband subscriber service selection architecture that uses a middleware layer to flexibly provision valued-added services over packet-based network infrastructure.  The architecture would enable a customer to set up an on-demand videoconference using a Web server and a downloaded applet to configure the parameters of the session. The server informs the middleware that a new connection with a given quality of service is required end-to-end to deliver the service requested by the customer. The middleware programs the infrastructure to build the videoconference-dedicated permanent virtual circuit (PVC) using the GSMP protocol, and the circuit is created from one end to the other end of the "enabling infrastructure."  N.E.T. recently reorganized to focus the broadband market.  The company plans to introduce its architecture at Supercomm in June.   http://www.net.com/corporate/releases/pr00/pr_france_telecom.html
N.E.T., April 19, 2000

EXTREME NETWORKS REPORTS 22% QUARTERLY SALES RISE
Extreme Networks reported quarterly revenue of $67.3 million, up 22% over the preceding quarter and up 131% over the same time last year.  Net income for the quarter was $9.1 million, or $0.16 per share.  Earlier this week, Extreme Networks announced a Metropolitan Area Network strategy supporting distributed Ethernet services.  http://www.extremenetworks.com/corporate/pressroom/news/pr04_19_00.asp
Extreme Networks, April 19, 2000

• Consensus estimates for EXTR were 0.12 p/s

HOLONTECH CHANGES TO CYBERIQ, FOCUSES ON HIGH AVAILABILITY SYSTEMS
HolonTech changed its name to CyberIQ Systems and announced the closure of $20 million in a third round of venture funding.  The company plans to go beyond current traffic management solutions to provide total e-site resource management.  Its product line includes load balancing switch and server-based appliances.  Investors include Galleon Group, J. & W. Seligman, the New Ventures Group of Lucent Technologies, SK Telecom, Thomas Weisel Capital Partners, Quantum Technology Ventures and NEC Corporation.   http://www.cyberiqsys.com/
CyberIQ Systems, April 19, 2000