[Chat]
<<<It's like the camera's in banks ... they are always pointing in the wrong direction.>>>
So true. And, you know, I'm feeling that way about the ADSL sector, and Amati in particular. Some times I get fixated watching in one direction while all the action's happening behind me. As far as I can tell GTE is right on course. I don't have any figures, but I understand there'll begin deployment in '97 and ramp-up in '98. No changes anywhere. I have no clue when they'll announce plans, but that's true to form, too. I could draw conclusions based on the fact they plan to deploy late '97 and need to alert vendors so many days in advance, but those milestones are so close there's no need to say anything. Events will unfold on their own.
With BCTEL in the bag and no real need to watch every breath GTE takes, I'm trying to turn my attention to other fronts. Today, for example, I spent most of the day researching BA/NYNEX to try to find out how anyone could deploy DMT without locating equipment in their C/Os. Someone posted a disturbing comment the other day about BA petitioning the FCC to prevent dual line-codes in their C/Os and after a few conversations with engineers in their territory, I'm feeling a little better.
First of all I don't think the FCC has the power to rule on this issue and secondly I think there are many situations where equipment wouldn't have to be located in C/Os but can be, and is, located on site. As for the actual connections, I have no idea which companies own fiber to the building, but I'm guessing MCI, Teleport and perhaps even ConEd. Anyone else know about fiber in this part of the world?
Among other issues passed over, what about Westell's announcement yesterday about a trial in Ina City, Japan. Did anyone take it apart, word by word? There are some clues you may want to check out. While whistling The Yellow Rose of Texas, I failed to hear the haunting sounds of the bamboo flute. More phone calls are in order and I just haven't had time.
And now I'm taking out my Atlas to check on other far eastern countries. I've heard from several sources recently that Alcatel is behind on its chips. If this is the case --- and I certainly could be wrong --- then perhaps they don't have all their contracts sewn up the way we think.
Hey, I'm not taking anything for granted. Just about everyone making ADSL chips is announcing they're behind schedule and since TI's not, it stands to reason anyone using their silicon just might pick up a few odd contracts here and there. Stop-gaps, as it were.
Who said, "A billion here, a billion there, and pretty soon you're talking serious money?"
At any rate, hope I've piqued some interest.
I'm not suggesting I know anything. I don't. I'm just connecting dots to see if they fit.
Cheers!
Pat |
