|
CONEXANT
SYSTEMS TO ACQUIRE NETPLANE SYSTEMS, COMBINING MERCHANT SILICON
& SOFTWARE
Conexant Systems will
acquire privately held NetPlane Systems (formerly Harris &
Jeffries), a developer of core communications software, for
approximately $140 million (2.7 million CNXT shares).
NetPlane's software performs network control and service
internetworking functions across layers two through four of the
seven-layer Open Systems Interconnection (OSI) reference model.
Its product portfolio includes MPLS, ATM, Frame Relay and
SS7 source code solutions. The
company currently holds the leading market share in sales of Frame
Relay, ATM and MPLS source code, with sales to Tier One network
equipment suppliers as well as start-ups (over 200 customers).
Conexant Systems, which is a leading supplier of
communications silicon, said the acquisition would accelerate its
entry into the network switching business.
NetPlane is based in Dedham. MA. and has 65 employees.
http://www.netplane.com
http://www.conexant.com/
Conexant Systems, July 19, 2000
-
NETPLANE
recently introduced an off-the-shelf GR303 software solution
for next-generation wireless, Voice over DSL Gateways,
Digital Loop Carrier, DSLAM networking products, telecomm
access equipment, telecomm switching equipment and test and
measurement tools. The
packet voice strategy will be bolstered with forthcoming
support for Q.2630, Q.2650, SIGTRAN, SIP and MEGACO
protocols. NETPLANE's
future offerings will include a carrier-class IP routing
software with IETF implementations of interior gateway
protocols, exterior gateway protocols, and a redundant
routing database to ensure maximum network availability.
The MPLS-enabled
modular IP routing software will scale from a few thousand
routes to one million routes and will leverage search
algorithms and update mechanisms that can adapt dynamically
based on the routing table size to provide optimum
performance as the table size changes.
Initial release is expected in Q4 with support for
Open Shortest Path First (OSPF) as the interior gateway
protocol and Border Gateway Protocol (BGP) 4 as the exterior
gateway protocol.
CONEXANT
TO ACQUIRE ISRAEL'S NOVANET SEMICONDUCTOR FOR OC-48 SONET/SDH
Conexant Systems will
also acquire privately held Novanet Semiconductor, a fabless
designer of physical layer networking silicon, for about $120
million in stock (2.4 million CNXT shares).
Novanet develops SONET/SDH-compatible physical layer
interface devices such as framers, mappers and multiplexers with
embedded clock and data recovery (CDR) units. The ICs are based on
digital CMOS technology. The
company plans to release an OC-48 framer with integrated clock and
data recovery units by early next year and is also working on a
quad OC-3 integrated framer/CDR device and solutions for OC-192
(10 Gbps). The
company will become part of Conexant's new Network Access
Division. Conexant
said the acquisition complements its recent acquisitions of
HotRail (high-speed switch fabric and backplane channel
technology), Microcosm (optical transceivers) and Maker
Communications (network processors and software).
Novanet Semiconductor is based in Ra'anana, Israel (near
Tel Aviv).
http://www.novanetsemi.com
http://www.conexant.com
Conexant Systems, July 19, 2000
-
Novanet
Semiconductor was founded in 1998 by Avishay Noam in
partnership with Ericsson Components AB.
The company has 35 employees.
-
Conexant
Systems was formed in January 1999 through the spin-off of
Rockwell International's Semiconductor Systems business.
-
Separately,
Conexant reported quarterly revenue of $530.5 million, up
39% over the same period last year and up 6% over the
preceding quarter. Net
income was $51.5 million, or $0.22 per diluted share.
BLOCKBUSTER
TO LAUNCH VIDEO RENTAL SERVICE VIA ENRON AND DSL PARTNERS
Blockbuster, the
videotape rental chain of Viacom Inc., announced a 20-year,
exclusive agreement with Enron Broadband Services to deliver a
Blockbuster entertainment service, initially featuring movies
on-demand. The
on-demand service would deliver movies to consumers' televisions
through DSL networks. SBC
Communications, Verizon (Bell Atlantic + GTE), Qwest, Covad
Communications, Telus and ReFlex have signed on as local
distribution providers. The
companies are promising VHS-quality or better with VCR-like
control (pause, rewind, stop).
The local network providers will design the architecture of
the high-performance network to deliver a complete service
package. http://www.ebentertainmentondemand.com/
Enron, July 19, 2000
EXCITE@HOME'S
CABLE MODEM SUBSCRIBER BASE REACHES 1.8 MILLION, UP 21%
SEQUENTIALLY
As of June 30, Excite@Home was serving 1,800,000
residential cable modem users, up 21% from approximately 1,500,000
at March 31, 2000. The
company said subscriber additions declined approximately 10% from
the first quarter of 2000, primarily as a result of a temporary
interruption in the supply of cable modems experienced by some of
its partners. Penetration
in Excite@Home's North American markets reached 6.2% of upgraded
homes, up from 3.6% a year ago and 5.7% at March 31, 2000.
http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=ATHM&script=410&layout=-6&item_id=105671
Excite@Home, July 19, 2000
|
Excite@Home's
Cable Modem Subscription Growth
|
|
30-Jun-00
|
1,800,000
|
|
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
|
QWEST'S
INTERNET/DATA REVENUES GROW 150%; US WEST NOW REACHES 175K DSL
ACCOUNTS
Qwest reported that its
Internet and data services grew more than 150% over Q2 1999 and
now comprise more than 33% of total revenue.
The company said it expects to begin widespread deployment
of OC-768 technology in 2001.
KPNQwest now has over 90,000 business Internet accounts, a
50% increase over Q2 1999. The
division reports continued progress in the construction of its
pan-European fiber network, with three SDH rings actives and
nearly half the total number of cities linked in its planned seven
ring network.
US West
added 39,000 DSL customers for a total of 175,000.
The company notes more than 17% of qualified on-line
customers taking the service.
277 central offices are now DSL equipped and serve 633
subscribers in each of those COs.
US West's ChoiceTV (VDSL) subscribers grew to more than
51,000. US West's
overall data services revenues were up 38% over Q2 1999. http://www.qwest.com
Qwest, July 19, 2000
| US
West's DSL Subscription Growth |
| 30-June-00 |
175,000 |
| 31-Mar-00 |
136,000 |
| 31-Dec-99 |
110,000 |
| 30-Sep-99 |
80,000 |
| 30-June-99 |
50,000 |
| 31-March-99 |
36,000 |
|
APPLE'S
NEW POWER MAC G4 TO SHIP WITH STANDARD GIGABIT ETHERNET
Apple's new
dual-processor Power Mac G4 systems will ship with Gigabit
Ethernet as a standard network interface, an industry first.
Broadcom's Gigabit Ethernet transceivers are integrated
directly into the G4 motherboard. The chips provide
auto-negotiation to the highest possible speed of 10, 100 or 1000
Mbps. Broadcom said
it is committed to driving the adoption of Gigabit Ethernet as a
desktop standard. http://www.broadcom.com/
Broadcom, July 19, 2000
360NETWORKS
AND GLOBAL CROSSING ENTER BANDWIDTH AGREEMENTS
360networks and Global
Crossing announced multi-year agreements to exchange capacity on
their fiber networks. 360networks
will obtain multiple OC-48 channels and will be able to offer up
to 10 Gbps capacity on selected routes in the US from Global
Crossing. In a
separate transaction, Global Crossing will purchase more than
3,700 km (2,300 miles) of dark fiber from 360networks on five
routes in the Western US and into Canada.
http://www.360.net
http://www.globalcrossing.com
360networks, July 19, 2000
AT&T
SELECTS LUCENT, SPRINGTIDE FOR FIXED WIRELESS DATA BACKBONE
AT&T's
fixed wireless division awarded a two-year, $250 million contract
to Lucent Technologies to build and maintain voice and data
networking infrastructure supporting its new "Project
Angel" fixed wireless network.
AT&T's fixed wireless network will use data service
nodes located in COs and other key POPs that will consolidate
traffic from fixed wireless base stations onto its backbone.
The data service nodes will use Lucent's AccessPoint 1000
Multiservice IP Access routers and Spring Tide Networks' IP
Service Switch 5000. The
AccessPoint routers will provide QoS bandwidth management, while
the Spring Tide switch will provide subscriber management and
value-added IP service functions as well as accounting,
provisioning and management services.
Lucent will also provide its 5ESS Switching system.
AT&T Wireless launched service in Fort Worth, Texas and
plans six additional market deployments this year.
http://www.lucent.com/press/0700/000719.nsa.html
Lucent Technologies, July 19, 2000
-
Spring
Tide IP service switch provides bitstream processing
functions for each flow (either packet or cell) at wire
speed, including authentication, encryption, compression,
filtering, classification, tagging, queuing, and address
translation. The
start-up is based in Boxborough, MA.
http://www.springtidenet.com/
CIENA
FILES LAWSUIT AGAINST CORVIS
CIENA filed a lawsuit in US
District Court against Corvis Corporation citing infringement of
three patents relating to optical networking.
http://www.ciena.com/news/archive/2000/07/07.19.2000pr.html
Ciena, July 19, 2000
iBASIS
RECORDS 40% SEQUENTIAL GROWTH IN INTERNET TELEPHONY TRAFFIC
iBasis carried 119.4
million minutes of Internet telephony traffic in Q2, up 40% over
Q1. At the end of the second quarter, the iBasis Network
comprised 5,500 overseas lines, up from 3,800 at the end of the
first quarter, a 44.7% increase.
IBasis also attributed traffic growth to more than 20 new
wholesale carrier customers using its backbone, including China
Mobile, China Netcom, JITONG Communications, Concert, Telstra, and
Mexican national carrier Protel. http://www.ibasis.net
iBasis, July 19, 2000
NET2PHONE
ACQUIRES APLIO FOR ITS VOIP PHONES
Net2Phone acquired
Aplio, a developer of VoIP devices, for an undisclosed sum.
Aplio offers a standalone Internet telephony telephone that
reroutes calls over the Internet without a PC. The Aplio/Phone
uses its own processor and modem, Flash RAM, hardware-based
full-duplex voice compression, embedded Linux and a proprietary
Internet connection process to mediate between calling parties.
The company also supplies its technology on an OEM basis to
others. http://www.net2phone.com/corporate/news/
Net2Phone, July 19, 2000
-
Aplio
was founded in 1996 by Henri Tebeka and Eric Constantini,
both of whom previously co-founded Kortex, France's leading
PC modem manufacturer.
Aplio is based in Paris, France and has 35 employees.
CENTILLIUM
REPORTS 106% SEQUENTIAL INCREASE IN DSL SILICON REVENUE
Centillium
Communications reported Q2 sales of $9.8 million, up 106% over the
preceding quarter. Net
loss was $6.8 million, or -$0.24 per share.
The company noted strong demand for both central office DSL
silicon and its chips for end-user CPE products.
http://www.centillium.com
Centillium Communications, July 19, 2000
|
