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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: OGM who wrote (2061)	9/24/1998 4:01:00 PM
From: Bernard Levy	of 12823

OGM: As a quick comment, none of the companies you have listed (PMCS, AMCC, VTSS) makes any DSL chip. I do not follow the sector extremely closely, but a list of DSL chip makers would include: a) DSP companies (TXN purchased Amati, ADI and LU have ADSL deals with AWRE). b) BRCM has a VDSL QAM-based chip. c) ROK makes an ADSL chip for PAIR. d) LEVL makes a MDSL chip and is developing an HDSL2 chip for PAIR and others. e) I believe Fujitsu makes some DSL chips for Orckit. None of the companies listed above can be viewed as a pure DSL chip play, but BRCM and LEVL are the closest. For each variety of DSL (HDSL, ADSL, VDSL, HDSL2) standards have been developed or are under development. By definition, standards make possible multiple vendors and prevent barriers to entry. To some extent, TXN through Amati owns valuable DMT patents, and AWRE may have a leg up if the DMT-Lite standard is adopted. BRCM has also valuable intellectual property in the area of QAM chips. However, none of this stuff comes close to the Wintel barrier to entry. Good luck with your search for DSL winners (let me know if you find one). Best regards, Bernard Levy

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