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Date: Friday, July 14, 2000, 10:34 AM -0400
From: Faulkner Information Services <mailserver@faulknerinfo.com>
To: ???
Subject: Faulkner Systems Flash 07/13/00 - (Part 2 of 2)


Broadband/Cable Networking
Intel released two network devices to allocate network bandwidth, the
NetStructure 7340 Traffic Shaper and 7370 Application Shaper based on
PacketWise technology. The company reports that the new devices are
designed to give ISPs, ASPs, and HSPs control over how bandwidth is used so
that important applications do not lose network resources to non-critical
traffic. 


Network/Systems Management
Compaq enhanced its Services Network, an Internet-based management system
for the company's service partners. Some new features include eClaims,
Electronic CarePaq, and Virtual Dispatch that respectively allow partners
to submit warranty claims electronically, quote and sell Compaq's CarePaq
services at the time of a product sale, and real-time technical support. 

Computer Associates reported that the Microsoft Partner Solutions Center
(MPSC) selected CA's Unicenter TNG as the enterprise management platform to
control its core infrastructure. CA will also provide advanced network
management services for secure e-business environments. 

Fujitsu released a new series of PRIMERGY brand, Intel-based servers for
buyers in the Data Center and SME market segments. The PRIMERGY MS610
supports up to 4 Intel PentiumIII Xeon processors at 700MHz and the
PRIMERGY ES280 and MS380 are designed for entry-level servers that support
hot-plug RAID array systems. 

Micromuse launched the Netcool/Precision version 1.0. The application is
based on technology obtained in Micromuse's acquisition of Calvin Alexander
Networking (CAN), and is fully integrated with the Netcool ObjectServer. In
realtime, Netcool/Precision allows operations center personnel to pinpoint
Layer 2 and Layer 3 faults down to the port/slot address. 

TTI Telecom, in conjunction with Tivoli Systems, will install an advanced
Network Management System (NMS) to be supplied to Telstra, the national
carrier of Australia. TTI Telecom will install a Netrac-based service to
provide advanced security and management for the thousands of Telstra
users. Tivoli, via IBM Global Services, will provide the local support,
implementation and value-added services.



Security
3Com introduced a service that secures data transmitted over a wireless
LAN. The service adds Layer 3 tunneling, authentication, and encryption to
the company's AirConnect 11M bps Wireless LAN. The SuperStack II Router 400
supports up to 256 simultaneous secure Layer 3 tunnels. 

Security monitoring service Counterpane Internet Security joined forces
with Lloyd's of London to offer Counterpane customers insurance against
loss of revenue and data due to network security breaches. The policy can
be used to insure companies for up to $100 million in losses. 


Electronic Document Management
Xerox signed a sole source, three-year purchasing agreement with Novation,
the supply company of VHA and University HealthSystem Consortium. Xerox
will supply software to enhance knowledge management sharing capabilities,
document processing, and process improvements. The deal also includes
document production equipment, networked and host attached laser printers,
the Document Centre family of digital products, color copiers/printers,
facsimile products, analog copiers and supplies. 

In another deal, Xerox reached an agreement through which Georgia-Pacific
acquired the exclusive license for the Xerox brand of commodity
multipurpose papers sold in the US and Canada. Georgia-Pacific will sell
the line under the Xerox brand and distribute it through its subsidiary
Unisource Worldwide. In addition, Unisource Worldwide will be the sole
national merchant in the US and Canada for Xerox premium papers and
value-added media supplies such as laser compatible cartridges, digital
printing papers for color, and transparencies.  



Application Development
Allaire joined forces with Intel to enhance Allaire's ColdFusion technology
for the Intel Pentium Processor. The joint effort is designed to deliver a
more efficient version of ColdFusion on Intel-based Web servers. In
addition, Intel joined the Allaire Alliance program and is an Allaire
strategic technology partner. 

Hewlett-Packard released SIU Version 3.0, a usage mediation platform. The
company reports that the new version of the program is designed to offer
service providers a manageable, extensible platform to manage network
resources and introduce metered IP services quicker in the next-generation
Internet structure. 

Intel announced its Server Applications Enabling Program (SAEP) and Intel
Solution Centers, two software applications designed to enable OEMs and Web
integrators to work together in the development of E-Business services. The
company reports that these applications are the beginning of its effort to
develop, test, validate, and market e-Business services in collaboration
with other companies. 

KPMG released its new wrap program, Strategic Investment Services
(STRATIS). The company reports that the program is designed to offer
investment advice, financial planning, and income tax planning to customers
nationwide. STRATIS also provides clients with customized asset allocation
studies, performance reporting, and access to top money managers.  



Desktop Systems
Compaq and Xerox teamed to provide small to medium-sized businesses with a
package containing both a Personal Computer and an Inkjet Printer. The
endeavor is part of an alliance that focuses on the development of new
document services and Internet initiatives. 

Dell released its new Dimension 4100 series of desktops powered by Intel's
Pentium III processor with speeds up to 933MHz. The PCs also feature the
Intel 815E chipset, 1333MHz Front-Side BUS, and 133MHz SDRAM memory. 

VistaSource announced an agreement with Comdisco to offer a Linux-based
desktop system. Comdisco will offer a Linux option for its line of
refurbished PCs featuring VistaSource's Applixare Office 5.0. The final
product will be aimed at non-profit organizations.



Super Computers
IBM released its fastest supercomputer that is reportedly able to process
more in a second that one person with a calculator could do in 10 million
years. Named ASCI White, the supercomputer is designed to eventually allow
the government to manage its entire stockpile of nuclear weapons without
any real nuclear tests.  



Chip Technology News
Fujitsu introduced four versions of its Fast Cycle RAM-based, low-power
16Mb RAM chips. The company reports that the memory devices are designed to
power next-generation mobile phone applications, including Internet access,
music distribution, e-mail, video post cards, and information/location
based services. 

In addition, Fujitsu released three new 16-bit microcontrollers in the
company's F2MC (Fujitsu Flexible Microcontroller) series. The company
reports that the MB90473, MB90474, and MB90F474 all run at a 1.8V which
enables longer battery life and decreased power consumption. 

Hitachi announced the HD155080TF that provides a single-chip combination of
high-frequency signal processing in line with the DAB (Digital Audio
Broadcasting) standard. The chip features a low power consumption of
approximately 430 mW at 3.3 V, an LNA (Low Noise Amplifier), a VCO (Voltage
Controlled Oscillator), and most other related functions required by a DAB
tuner on a single chip. 

Intel announced its Pentium 4 processor brand name. The actual chip is
scheduled to release after the second quarter of 2000. 

National Semiconductor released a 10:1 serializer/deserializer chip for
telecom and datacom systems. The company reports that the chipset is
designed to reduce overall system cost by simplifying the movement of bits
around the digital infrastructure found in the base stations for 3G mobile
phones and internet access appliances. 

Contrary to a story published in a Japanese newspaper, NEC reports that it
will maintain its production plans for 128MB Direct Rambus DRAM devices.
The company reports that it plans to produce one million 128MB DRAM
products per month. Also, by December 2000, the company will produce
750,000 288MB DRAM units per month. 



Storage
Hewlett-Packard introduced Sun Solaris support for storage consolidation.
Sun Solaris support is based on HP SureStore E XP Disk Arrays and HP
SureStore E Tape Libraries. In addition, HP expanded its Open SAN
initiative and enhanced its Web-based SAN management tools.



Regulatory News
Hoping to draft regulations to avoid anti-competitive practice problems
such as price-fixing that might arise from information-sharing among
e-marketplace participants, the Federal Trade Commission convened a two-day
public B2B e-marketplace workshop in Washington, DC. The FTC invited
executives from leading B2B e-commerce firms to discuss antitrust,
standards, and security concerns that could result from the e-marketplace
collaborations. 


Standards and Protocols
PeopleSoft reported that the Unicode standard will be implemented into in
all core components of the PeopleSoft Internet Architecture. Support for
Unicode is intended to allow customers to centrally maintain and manage
implementations of PeopleSoft 8 in virtually every modern language in a
single data base. 



Financial News
Cabletron's posted first quarter 2001 revenues of $218.5 million for the
period ended June 3, 2000. This is compared to $203.6 million for the
fourth Quarter 2000, ended February 29, 2000. Cabletron posted net losses
of $3.7 million, or $0.02 per diluted share. 

Corel announced sale of 7,299,270 common shares. Each share was priced at
Canadian $4.11 for total gross proceeds of approximately Cdn $30 million. 

Entrust Technologies' shares dropped over 50 percent after the company
reported that its second quarter 2000 earnings will be significantly lower
than Wall Street's expectations. The security firm expects earnings of
$0.02 per share, while analysts had predicted $0.08 per share. These
results are still better than last year's second quarter results. 

OAO Technology Solutions announced that it acquired a $200 million, 10-year
contract to provide data management support for IBM Global Services. In
addition, OAOT was named IBM's preferred partner for data center support
operations, giving the company the opportunity to increase the contract
value. 

RSA Security doubled the number of its authorized shares to 300 million
from 150 million. The company increased its shares in order to prime itself
for possible future acquisitions. RSA also seeks to maintain a stock price
that makes stock splits and dividends possible. 

SGI announced that, based on its Q2 results, it expects that its fourth
quarter revenue to be in the $525-$535 million range. The company also
expects a net loss that is larger than analysts' expectations. 

Unisys announced that it expects lower that expected earnings per share for
the second quarter of 2000. The company reports that the low earnings are
due to the deferral of several large technology contracts and continued
weakness in its Federal government and financial services businesses. 

Xerox reported that it was notified that the Securities and Exchange
Commission has begun an investigation of accounting issues related to the
company's Mexico business. The company said that it intends to cooperate
fully with the commission in this investigation.



Personnel and Organizational Changes
Allaire relocated its corporate headquarters to the new Riverside Center in
Newton, MA. Due to the rapid expansion of the company, hiring over 250
employees since January 1, 2000, it was necessary for the company to move
into the 223,300 square foot office. 

Arthur Andersen appointed Carl Berquist, former REHSG Deputy Director, to
its Worldwide Director replacing Gary Lenz. 

Avaya named Donald K. Peterson, former executive vice president and CFO of
Lucent Technologies, as president and CEO of Avaya. Peterson, also former
Nortel Networks CFO and former Nortel Communications Systems president,
joins previously announced Avaya chairman Henry B. Schacht, a former
chairman and CEO of Lucent and former CEO of Cummins Engine. 

Bank of America and NIC Commerce partnered to form a new company, Banc of
America Purchase Street LLC, to integrate shopping and payment functions
for the public sector. The firm is intended to enable state and local
governments to place orders online with their preferred suppliers, request
a quote from businesses for services, process and reconcile transactions,
and initiate payments. Government agencies are also able to personalize
services to reflect preferred suppliers, contract requirements and other
conditions through the browser-based catalog. 

Brodia appointed Marc Metcalf - a former executive with more than 20 years
of business leadership experience in organizations such as GE Capital,
McKinsey &Company, and the Chase Manahattan Bank - President of the
company. 

Progress Software created NuSphere, a new company to support MySQL, an open
source data base. NuSphere is intended to offer commercial support and
services initially, with consulting and training to follow. 

SAS Institute formed SAS Publishing, a new business unit within the
company's Publication Division intended to increase the presence of SAS
software titles within the publishing industry. SAS Publishing is
partnering with firms such as John Wiley &Sons, Fatbrain.com, and Borders
Books and Music Cafes to increase availability of books published by SAS. 

SAS Institute's Web portal technology provider spin-off iBiomatics hired
Scott E. Neuville to serve as chief executive officer. Neuville was
formerly president of the Americas, Health Care Division at STERIS. 

Texas Instrument's Senior Vice President, Del Whitaker, announced his
retirement after 31 years with the company. TI appointed Keh-Shew Lu to
Senior Vice President of TI's worldwide Analog business. Dr. Lu's
responsibilities include the design, process development, product
development, manufacturing, and marketing in TI's mixed-signal business. 

Microsoft and Toshiba announced that they will collaborate in the
development of a low-temperature polysilicon TFT LCD display for mid-size
electronic book devices. The companies report that they plan to release the
product by the end of 2000.  ----------

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