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Subject: TELECOM Digest V23 #354

TELECOM Digest     Wed, 28 Jul 2004 13:13:00 EDT    Volume 23 : Issue 354

Inside This Issue:                             Editor: Patrick A. Townson

    Avaya Reports Increased Revenues, Operating Income (Monty Solomon)
    Akamai Reports Record Revenue and Profits (Monty Solomon)
    Comcast Adds New 4Mbps ('4Meg') Speed Option to High-Speed (M Solomon)
    Telefonica Reports Solid Growth of 5.6% in Operating Revenues (Solomon)
    Comcast Reports Second Quarter 2004 Results (Monty Solomon)
    Wi-Fi Service Expands Its Reach (Monty Solomon)
    PluggedIn: Back-to-School Gadget Prices Take a Fall (Monty Solomon)
    Re: Will the FCC Let VOIP Flourish? (John McHarry)
    Cell Phones Using Wi-Fi; How Will Hotspots Cope? (Phil Earnhardt)
    Telecommunications: Blogs, Bloggers, and Blogging (Day Bird Loft)
    Any Good, Simple Home Phone Systems? (John)

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Date: Wed, 28 Jul 2004 11:41:50 -0400
From: Monty Solomon <monty@roscom.com>
Subject: Avaya Reports Increased Revenues, Operating Income and Cash Flow


     Avaya Reports Increased Revenues, Operating Income and Operating
     Cash Flow From Continuing Operations in Third Fiscal Quarter Of
     2004

-Revenues Increased Nine Percent Year-Over-Year to $1.016 Billion

-Operating Income and Cash Flow Show Strong Improvements

BASKING RIDGE, N. J., July 27 /PRNewswire-FirstCall/ -- Avaya Inc.,
(NYSE:AV) a leading global provider of business communications
software, systems and services, reported income from continuing
operations of $58 million or earnings of 12 cents per diluted share in
the third fiscal quarter.  Included in the 12 cents was a four cents
per diluted share charge for the repurchase of senior secured notes in
the third fiscal quarter.  The company reported its sixth straight
year-over-year increase in quarterly operating income, an increase
driven by profitable results from all three business segments.

In the same quarter last year, the company said it reported a loss
from continuing operations of $3 million or a loss of one cent per
diluted share.  Included in those results was a three cent per diluted
share gain from the extinguishment of debt and a gain on an asset
sale.

Third fiscal quarter 2004 revenues increased nine percent to $1.016
billion compared to $929 million in the same period last year.

The company noted higher revenues and gross margin, coupled with lower
selling general and administrative (SG&A) expenses contributed to a 53
percent sequential increase to $92 million in operating income,
bringing operating margin to nine percent of sales.  This is up from
break even operating income a year ago. Operating cash flow from
continuing operations in the quarter was $215 million. Gross margin
increased year-over-year to 48 percent from 43 percent, and SG&A
expenses were 30 percent of sales, down two percentage points from the
second fiscal quarter of 2004.

The company said including results from discontinued operations, net
income for the third fiscal quarter of 2004 was $61 million or 13
cents per diluted share compared to net income of $8 million or two
cents per diluted share in the third fiscal quarter of 2003.

Avaya said discontinued operations includes its former Connectivity
Solutions segment, substantially all of which had been completely
divested as of June 30, 2004, and the segments of the Expanets
business it had divested.

     - http://finance.lycos.com/home/news/story.asp?story=42730487

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

Date: Wed, 28 Jul 2004 11:42:36 -0400
From: Monty Solomon <monty@roscom.com>
Subject: Akamai Reports Record Revenue and Profits


CAMBRIDGE, Mass.--(BUSINESS WIRE)--July 27, 2004--

    --  Revenue of $50.8 million, up 5 percent over previous quarter
        and up 35 percent year-over-year

    --  GAAP net income more than doubles over previous quarter to
        $6.8 million, or $0.06 per share

    --  Normalized net income(a) of $10.4 million, or $0.08 per share,
        an increase of 89 percent over previous quarter


Akamai Technologies, Inc. (NASDAQ:AKAM), the global leader of
distributed computing solutions and services, today reported financial
results for the second quarter ended June 30, 2004. Revenue for the
second quarter 2004 was $50.8 million, a 5 percent increase over first
quarter 2004 revenue of $48.4 million, and a 35 percent increase over
second quarter 2003 revenue of $37.8 million.

     - http://finance.lycos.com/home/news/story.asp?story=42730338

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

Date: Wed, 28 Jul 2004 11:49:04 -0400
From: Monty Solomon <monty@roscom.com>
Subject: Comcast Adds New 4Mbps (`4Meg') Speed Option to High-Speed


     Comcast Adds New 4Mbps ('4Meg') Speed Option to High-Speed
     Internet Service Offering

Comcast Also Increasing e-mail Storage to 1.7GB

PHILADELPHIA, July 27 /PRNewswire/ -- Comcast brings speed to the
market.  Today the company officially announced a 4Mbps speed tier as
a new option for its High-Speed Internet service.  This announcement
comes within a year of Comcast doubling customer downstream speed to
3Mbps, at no additional cost - and establishing an industry benchmark.

Comcast High-Speed Internet customers now can choose between two high-
speed options: 4Mbps and 3Mbps.  Combined with Comcast's world-class
content and built-for-broadband applications, these two speed tiers
empower users to enjoy the broadband experience that is best for them
and their families.  The new 4Mbps option is particularly ideal for
households engaged in numerous high-speed-enabled activities, such as:
streaming audio; multi-player and online gaming; large file downloads;
and networking.

Upon selecting their speed, customers can then choose between standard
High-Speed Internet service (one connection) or Comcast Home
Networking (up to five devices), now available on both speed tiers, at
no additional monthly service cost.  The 3Mbps and 4Mbps services are
available for $42.95 and $52.95* per month, respectively, for current
cable television customers.  [Prices may vary slightly by market.]

The new '4Meg' (4Mbps) speed tier will be available to all Comcast
High- Speed Internet customers by September, when it is expected to be
rolled out system-wide.  Comcast 4Meg is already available in a number
of Comcast markets, including: Baltimore, Boston, Chicago,
Philadelphia, and Washington, D.C.

     - http://finance.lycos.com/home/news/story.asp?story=42725945

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

Date: Wed, 28 Jul 2004 12:21:25 -0400
From: Monty Solomon <monty@roscom.com>
Subject: Telefonica Reports Solid Growth of 5.6% in Operating Revenues


     Telefonica Reports Solid Growth of 5.6% in Operating Revenues and
     6.9% in EBITDA

    * The annual impact of the Headcount Reduction Programme, which the
      company has charged in full to 1H accounts, leaves net profit at
      1,254.2 million euros (-12%). Stripping out this effect, net profit
      growth would reach 15.9%.

    * The company boosts its profitability in 1H 2004 with an EBITDA
      margin of 44.5%

    * Growth of operating revenues (+5.6%) to 14,324,5 million euros
      and EBITDA (+6.9%) to 6,367.3 million euros reflects the steady
      expansion of Group operations. On a comparable basis excluding
      fx and changes in the consolidation perimeter, revenues would
      have risen by 9.4% and EBITDA by 8.2%.

    * Free cash flow generation (EBITDA-CapEx) amounts to 5,016.9
      million euros year to date, a 13.4% increase on the same period
      in 2003.

    * First-half operating profit was 3,421 million euros, 21.4% more
      than in the year-ago period.

    * Telefonica enlarged its worldwide customer base by 12.6% to
      103.8 million. Of this total, 55.8 million are cell phone
      clients.

    * ADSL connections surged to 3.7 million from 1.9 million in June last
      year. Two million lines are now operative in Spain and more than 1
      million in Latin America.

     - http://finance.lycos.com/home/news/story.asp?story=42740704

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

Date: Wed, 28 Jul 2004 12:23:12 -0400
From: Monty Solomon <monty@roscom.com>
Subject: Comcast Reports Second Quarter 2004 Results


Cable Revenue Increased 10.4% to $4.839 Billion

         Cable Operating Cash Flow Increased 20.1% to $1.920 Billion

            2004 Guidance for Cable Operating Cash Flow Increased
                 to Approximately $7.5 Billion or 18% Growth

            Consolidated Operating Income Doubled to $852 Million

                      $750 Million of Stock Repurchased

               Stock Repurchase Program Increased by $1 Billion


PHILADELPHIA, July 28 /PRNewswire-FirstCall/ -- Comcast Corporation
(Nasdaq: CMCSA, CMCSK) today reported results for the quarter ended
June 30, 2004.  Comcast will discuss second quarter results on a
conference call and webcast today at 8:30 AM Eastern Time.  A live
broadcast of the conference call will be available on the investor
relations website at http://www.cmcsa.com and http://www.cmcsk.com .

     - http://finance.lycos.com/home/news/story.asp?story=42742776

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

Date: Tue, 27 Jul 2004 17:12:18 -0400
From: Monty Solomon <monty@roscom.com>
Subject: Wi-Fi Service Expands Its Reach


BUSINESS TRAVEL

By JANE L. LEVERE

Wi-Fi is finally rolling into America's airports.

In the last couple of years, Wi-Fi, or high-speed wireless Internet 
access, has invaded Starbucks stores and McDonald's restaurants as 
well as Marriott and Wyndham hotels. But it has been hard to find in 
airports, the one place that business travelers are most likely to 
have time on their hands.

That is partly because so many potential users - not only the throngs
of passengers passing through airports, but also airlines and tenants
like retailers and restaurants - have had to jockey for access to
wireless networks.

http://www.nytimes.com/2004/07/27/business/27wifi.html

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

Date: Tue, 27 Jul 2004 14:48:06 -0400
From: Monty Solomon <monty@roscom.com>
Subject: PluggedIn: Back-to-School Gadget Prices Take a Fall


By Caroline Humer

NEW YORK, July 27 (Reuters) - Students hoping to fill their backpacks
with notebook-sized computers, portable DVD players, digital personal
assistants and other gadgets are getting a pleasant surprise.

Many of these popular items are now more affordable.

Back-to-school sales and promotions kick off the consumer electronics
buying season, which runs through the December holidays, and go a long
way toward livening up the otherwise-slow summer period.

Because many popular electronics products have been around for a few
years, their prices are dropping and their quality is improving,
making them both more attractive and more affordable for students,
analysts said.

Overall prices for hot consumer electronics gadgets like handheld
digital assistants, digital music players and keychain-sized flash
data storage devices have declined 5 percent to 10 percent from a year
ago, said Stephen Baker, director of industry analysis for market
research firm NPD Group.

     - http://finance.lycos.com/home/news/story.asp?story=42725850

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

From: John McHarry <mcharryj@bellsouth.net>
Subject: Re: Will the FCC Let VOIP Flourish?
Date: Tue, 27 Jul 2004 23:22:51 GMT
Organization: EarthLink Inc. -- http://www.EarthLink.net


VOIP News <voip news> wrote:

> Where did the authors of the 1996 Act go wrong? Contrary to the line
> the Bells are promoting, the flaw in the Act wasn't its requirement
> that incumbents open their networks. Simply eliminating rules designed
> to address market power, without addressing the reality of that market
> power, produces nothing more than unregulated monopolies. That was
> true in 1996, and it's true today.

I don't think that was a flaw. I think it was the intent. The Bells
spent a lot of money to get that law written the way it was, and the
IXCs spent enough themselves that the Congress could not plausibly
plead unintended consequences.

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

From: Phil Earnhardt <pae@dim.com>
Subject: Cell Phones Using Wi-Fi; How Will Hotspots Cope?
Date: Wed, 28 Jul 2004 08:20:46 -0600
Organization: Kaos OnLine Coalition


Yesterday, Motorola announced a GSM phone that also works with Wi-Fi.

 From the 7/27 Wall Street Journal:

> Motorola Inc. yesterday unveiled a phone that combines cellular
> and wireless Internet-calling capabilities. The device, called the 
> CN620, which could be the first mobile phone that combines 
> wide-area GSM cellular technology with shorter-range technology 
> known as Wi-Fi, or wireless fidelity, could open the floodgates for 
> users to steal away significant minutes from cellular networks 
> and place free calls over the Internet.

I was talking with the owner of a local cafe that provides Wi-Fi for
its customers about this yesterday. I was wondering how these little
shops would cope with such phones when they start to become widely
available. Will they have to buy new base stations that will disable
their network for such devices? Start limiting bandwidth to each MAC
address? Do any reasonably-cheap base stations provide such
capabilites today?

--phil

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

From: loft@pigeons.ws (Day Bird Loft)
Subject: Telecommunications: Blogs, Bloggers, and Blogging
Date: 28 Jul 2004 07:34:16 -0700
Organization: http://groups.google.com


Telecommunications: Blogs, Bloggers, and Blogging 

 From newspapers to television shows, from small business to the
world's largest corporations, and from religion to politics, everyone
is riding the blog power sphere.

WASHINGTON DC (IPR Wire) 28 July 2004 --- With the coming of age in
blogging, people can demonstrate strength in numbers.

With the power of blogs it is apparent that it's time for personal
knowledge to be recorded and published.

In the past five years, blogs have gone from the backroom to the
boardroom. More recently during the previous six months, blogs have
begun to dominate the information highway. Lately, blogs have become
the mainstay of grassroots' politics.

However, on the subject of blogging, one might ask "What about
business applications?" According to Hans Schnauber, Internet Web
Guru, "Blogs are the future of online business . . . they are a
structure of communication that will change the way people come
together."

Mr. Schnauber stated "With news articles in the press appearing hourly
on the subject of blogs, it is time for everyone to join the power of
blogging, the power of numbers, the power of the people. Blogs can
revolutionize the web and blogging presents an opportunity for social
networking in topics where knowledge and innovation play an important
role."

After discovering in 2001 that hyphens work great for blog technology,
Mr. Schnauber waited patiently and then began registering more than
six thousand blogs on Blogger (Google's free service) and as a result
has created the world's largest mega-blog.

The mega-blog guarantees that everybody will be treated equally and
without favoritism. It is a proven formula that assures every person a
voice in the future.

As an 1998 ISOC nominee, he has centered the focal point of the
mega-blog on subjects that span business, education, and politics.

With Google's free Blogger and Feedburner service, it is time for
everyone to register their own blog and connect to friends, family,
and familiar faces.

Business blogs include: http://auto-dealers.blogspot.com,
http://corporate-law.blogspot.com, and
http://newspaper-publishers.blogspot.com

Educational blogs include: http://business-schools.blogspot.com,
http://law-schools.blogspot.com, and
http://state-university.blogspot.com

Political blogs include: http://democratic-party.blogspot.com,
http://republican-party.blogspot.com, and
http://election-coverage.blogspot.com

Mr. Schnauber will reveal his plans for the global mega-blog in the
upcoming Fall of 2004.

Many will remember this cunning individual as the driving force in the
domain name craze utilizing hyphenated domains and registering
thousands of names at a price of $100 per domain.

Telecommunications: Blogs, Bloggers, and Blogging 
  see: http://www.prweb.com/releases/2004/7/prweb144837.htm

Technology Editor / IPR Wire
http://iprwire.net

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

Date: Wed, 28 Jul 2004 16:59:40 GMT
From: John <dejolaNOSPAM@optonline.net>
Subject: Any Good Simple Home Phone Systems?
Reply-to: dejolaNOSPAM@optonline.net
Organization: Optimum Online


I'd like to learn about any good and simple telephone systems for my
home. Looking for one that is user-friendly and that won't require a
service call for every little problem. Looking for a system up to
maybe 3 x 10.

Thanks.

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



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