To techie and all:
This two posts were in the MS board. I hope they settle the ATM vs. Amati' standards issue.
Subj: Golf scores and PR
Date: 96-07-30 19:38:22 EDT
From: MF Muse
I finally heard from Mr. Carlini. Basically the company's in good shape, working on alliances, signing licensing agreements, moving to new headquarters, talking to international telcos, and adding employees. In brief:
* Dual standard request was tabled till Sept.
* Bell Atlantic presented the CAP case and shot themselves in the foot by insisting on Paradyne-specific CAP codes instead of accepting more general wording. ( *Not* in reference to dual standard but to a position paper saying T1/E1 had looked at specs and they met certain sub standards.)
* Joint Procurement Consortium (4-telcos) request for proposals *will* include Amati products--- many vendors will include them.
* NEC alliance does not alter MOT alliance. MOT is ADSL and NEC is VDSL. MOT was actually relieved Amati chose NEC over several other possibilities.
* Expect several licensing agreements soon.
* AMTX chip/modem is part of the component that fits together to support ATM. Some vendors have ATM solutions, some don't. In other words, Amati doesn't have to do anything to make their products ATM-compliant any more than GM or Ford have to install traffic lights for their cars to run on public highways.
* 6 to 8 new employees added recently. Total now at 80 to 82. Will be 90 by year's end.
* Manufacturing moving to new headquarters by end of August, corporate offices by mid-Sept.
* GTE trials going well. They're expanding and using AMTX products along with competitors.
* Telstra news will be out soon, but many delays related to gov't funding and politics of changing mix of deployment. (More ADSL vs. fibre than originally planned.) Telstra officials visited here recently.
* Cisco bought Telebit for switches they needed for their routers. After that segment of co. was split off, they sold the remainder to Telebit employees.
* Company earnings primarily will reflect IBM business.
* More PR personnel being hired. Acknowledged need for better visibility.
* "There's no bad news. We're at the mercy of the phone companies."
* Dual standard would not be critical. Both CAP and DMT will be used. A telco could begin with one and add another later. Nothing set in concrete.
* Patents in good shape.
* Insiders who sold did so at 29 to 32; those who *didn't* were waiting for 38 to 40 which they thought possible.
At the end of our conversation, I asked Mr. Carlini if there was anything I should be worried about and he said, "My golf game." A better score would make him happy. He asked what would make *me* happy and I said more press releases, so we agreed---I'd worry about his golf scores if he'd worry about PR. (Someone near San Jose want to take him out for a few holes?)
That's it for tonight. As Mr. Carlini said before I hung up, "This is not your fundamental investment. You have to believe in the technology. There's huge potential but nothing to prove it yet."
If Motorola, NEC, GTE, Ericcson, Philips, NorTel, and BHale7 believe in it, well, that's good enough for me.
Cheers!
Pat
Well the man himself has spoken!
____________________________________________________________
This was posted by Kevivo0104 June 6, 1996
"Technology to be Featured at Supercomm, Booth #3270
Austin, TX - June 11, 1996 - Motorola¹s (NYSE: MOT) MOS Digital-Analog Integrated Circuit Division (MDAD) today
announced an industry-leading solution for telcos entering the highly competitive interactive multimedia services market. Called
CopperGoldTM (part # MC145650), this Discrete Multi-Tone (DMT)-based Asymmetric Digital Subscriber Line (ADSL)
transceiver has an adaptive rate mode which ensures that end users receive the highest data throughput - and therefore the
fastest access to multimedia services - possible. In the competitive communications environment, the service provider which
can provide quickest access has a strong competitive advantage. The Motorola CopperGold transceiver will enable up to 600
times the data rate of a 14.4 analog modem, using existing copper phone lines.
17) How CopperGold Works
Motorola¹s CopperGold ADSL transceiver gives telcos flexibility through implementation of several modes of operation
including, but not limited to, ATM and Rate Adaptive Mode. During initialization, the CopperGold transceiver can be
configured through the host processor interface as an adaptive rate modem that can adjust the data rate to within 32kbps of
the maximum throughput the line is capable of supporting. Upon line start-up of the rate adaptive DSL (RADSL) mode,
CopperGold determines the line condition and transport capacity of each specific line, and then operates at the best data rate
possible for each line. Alternatively, the telco can predetermine the rate. Data rates are from 64kbps to 1.0mbps bidirectional,
32kbps to 8mbps downstream."
Best wishes,
Nilda Ovalles |
