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Technology Stocks : ADSL, ISDN, and the future.

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To: MSPutnam who wrote (85)2/4/1996 6:39:00 AM
From: JW@KSC   of 198
 
How ATMX is contributing to the development of ADSL.

MSPutnam,

There are several patents owned by Amati/Standford Univeristy that
are clearly necesssary for standard compliance.

These carry more than a "little proprietary leverage".

I am in a disscussion group which talks about the Technology, no
investment advice is discussed, No plugs for any company.

A member of this Group is Peter S. Chow Ph.D Standford U.
He works for Amati. He wrote his PhD. thesis a few years ago at
Stanford on the topic of multicarrier (DMT, vector coding,etc.)
vs. single-carrier (QAM,CAP,etc.) modulation and has over 10
journal/ conference papers in ADSL/HDSL/VDSL area. He was involved
in writing some of the ANSI Standands.

I will not attempt to speak for Mr.Chow Ph.D.

I will say that from his postings I know he his deeply involved
in the ANSI and ETSI (European Standard). I understand that
ADSL,DMT is far superior technology, because the copper line is slowly
time varying ( due to temperature variation, crosstalk variation, etc.)
contains frequency notches due to bridged taps, and suffers from
impulse noise hits. these impairments are difficult for CAP or QAM
to handle. In another transmission enviroment CAP or QAM may be better
than ADSL/DMT. But not on Copper.

The following is a posting I made in another group recently:


ADSL DMT technology will most likely be used in a Consumer Environment,
Cheap in comparison, some other Forms of DSL, which will be likely used to
connect on T1 and Fiber/Coax and therefore be on a Corporate Account, and much
more expensive.

ADSL IS REAL, At least that's what the CEO of Bell Atlantic thinks. I believe
most of us have seen his quote " Some may see ADSL as a short-term Solution
and I agree, short-term for the next forty years."

Now that that's established, Motorola have publicly announced that they have
licensed Amati's patents (they even have a strategic partnership agreement in place).
I'm' sure most of us have seen this too, correct?

Do we also agree Amati also holds the ANSI standard compliant for ADSL DMT Technology?
Yes A fact.

Amati has already shipped working modems using their ANSI ADSL DMT chipset to a major
foreign telco trial last year.

The European Standard ETSI is tending to stay with the ANSI Standard.

Take a Look at the ADSL Forum Member list

The U.S. lagged in ISDN deployment, and may in ADSL too, although ISDN was not a hype
word then. ADSL may soon be Hot, now that WEB fever and the promise of Animation, Video,
are Hot!
P.S. I like my Java Hot! I sa I sa I say that's a Tip Son! Foghorn Leghorn

At any rate the are 560 million cooper twisted-pair in the world and ADSL will bring the
world to a village anywhere on earth, and anyone from a home business in China, can make
a profit by selling a product. Whoops got off the subject......

Amati has two lines of DMT based ADSL modems available. They are known as Overture 4 and
Overture 8. The number after the Overture denotes the maximum downstream data rate. Overture
8 can transmit essentially any downstream rate (programmable) up to just over 8 Mbps.

Contact Amati and ask for their Investor Relation Package, it states AT&T to use DMT/DMT
Technology.

Some quotes I found:

" Probably no concept is more important to the expansion of broadband service than ADSL."
NETWATCHER CIMI Corporation story

" ADSL is the greatest opportunity going forward." Johnny Svoren, analyst with Read Chip Review.

There is an excellent tutorial and positioning piece on ADSL in the April 95 issue of
IEEE Communications Magazine. Entitled: A New Twisted-Pair Access to the Information highway.

I hope this information helps out, and will let you make some informative decisions.

-JW- @KSC
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