Thanks Pat [ Amati Site update and Telepath article comments ]
Pat-
Thanks for the Amati Site update. Krista Jacobson said she would be making some improvements in the site at N+I. Tip of the Hat to Krista for coming through after the Shows were over.
I had missed the Article " There's good news and there's bad news -- Tough, and realistic, talk on the DSL market"
This was an excellent article we need many more of these in the future to get the issues and opinions out in the open"
I liked David Helfrich's comments. ( vice president of sales and marketing, Copper Mountain Networks Inc ) Though I think Tac could have done better in some of his comments. See both below
MR. HELFRICH:
What are we waiting for? I think it's all straightforward stuff. It's what people are using today. If we're talking about business users, these people take a long time to change their applications. Right now, they're moving to client servers, they've got the need for bandwidth.
Constantly they want functionality to go up and pricing to go down. And preferably it will be offered by the incumbent service provider, and in the absence of the incumbents it's going to be a competitive local exchange carrier (C-LEC)
MR. HELFRICH:
Our prediction is that the C-LECs will be to the late '90s what the Internet service providers were to the early '90s. They will dramatically change the way we do business and the way we connect to information sources, but the difference here, Mr. Kennedy, is that in fact you've got an arbitrage play that's extremely lucrative. You can buy lines for $10, as Ms. Reinman has mentioned, then sell that service at $200. If you do the numbers, the number for an equivalent service from PacBell or MFS or Sprint for a 384 fractional T1 line is going to cost you closer to $1,200. Even I can sell that.
TELEPATH:
What you're saying is an OSS needs to be put in place that
can handle DSL technologies cradle-to-grave, low-speed to high-speed. And given the cost constraints the Bell companies are under, given the new competitive environment, you're willing to write a really big check-as opposed to changing it as you go-to build a system that meets the needs?
What did Tac have to say on this comment:
MR. BERRY: Timing is very important. The fact is that if you'd gotten in the ATM business five years ago, you'd really be struggling because the ATM business didn't happen when everybody thought it was going to.I'm hoping that it happens quicker because we all have a lot invested in this.
But at the same time, I've seen other people use ISDN as examples. Mine is SMDS, which I was very involved in. We were absolutely convinced (or the service providers were convinced) that there was going to be a great business there. We invested a lot of money and a lot of time in the equipment to do that. Although it was a good technology, the business never really happened.
I would have taken the ball an ran for the touchdown.
"Why would a company want to install IDSL, SDSL or even a slow version of ADSL, just to turn around and buy all new equipment, when the need for the faster equipment will be here very soon? MSFT is tripping all over themselves developing applications to take advantage of DSL bandwidth.
There are many vendors out there touting DSL wares that are early versions, some are even vaporware. At Amati we have been working on DSL for 5 years, some of our engineers to include our Chief Technical Officer and founder, for as long as 10 years, and we have a Mercedes Benz which can give the customer what he needs from the Kbps to 9Mbs, though as mentioned earlier there are distance/speed limitations, but even the customer at 18K ft can achieve 1.5Mbs.
Even the consumer understands he needs a Pentium CPU Vs a 486 to be prepared for today's and tomorrow's Multimedia Computing needs.
At Amati we explain to our customers that we have an end-to-end solution that will take them into the future, rather than Upgrade over and over as their customers demand more and more. Amati's end to end solution was designed to do this. Starting next year the cost difference between the two will be marginal."
JW@KSC
This is off the top of my head, and could be refined considerably.
Had he Stated the above it would have been no worse than him saying:
MR. BERRY:
There are a lot of companies getting involved in xDSL now because of all the hype, because of all the media attention to it, and you guys are probably to blame for this just like the rest of the media is.
And some people think I never say a negative word about Amati. When I see something that is not positive about the company I mention it. Though I admit those comments are few and far between with good reason.
I do agree with Tac's "Timing is everything" comment. Something I believe Amati knows quite well, and will ultimately prove in the future.
JW@KSC |
