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Non-Tech : Amati investors
AMTX 1.595-0.3%Feb 6 9:30 AM EST

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To: JW@KSC who wrote (3199)8/27/1996 10:34:00 PM
From: JW@KSC   of 31386
 
To All:

Just a reminder that the new spin-off of the ADSL Fourm will be meeting in Chicago on Sept. 4th.

The DMT ADSL Interoperability Group had a meeting in Shelton, Conn. the first part of AUG. to begin interoperability tests of ADSL modems using DMT. If you remember Amati hosted the first meeting of the DMT ADSL Interoperability Group the weekend prior to and in the same town as the T1 Commitee meeting about a month ago. A tip of the hat to Amati.

The DMT ADSL Interoperability Group currently (as of this writing) includes Amati Communications Alcatel Telecom, Motorola, Ericsson, , Orckit Communications, PairGain Technologies, and Westell. Orckit Analog Devices, Aware

Since January after reading the Pete Chow of Amati & Rupert Baines of ADI debate on who did what when, I knew the day would arrive where the battle of How to best Produce a DSL chip would arrive. There are many different reasons for a chip design! I'll leave it at that for a while. I've tried to keep up in the xDSL DSP area, as Technical issues of emerging technologies are high important, especially if one should decide to invest in the future. This is why I continue to be very pleased with my holding in xDSL companies, and yes especially Amati. Why Amati? they are way ahead of the game and will remain there for the next year IMO. The NEC VDSL deal is almost to huge to imagine, but not to many see that right now. Amati worked directly with NEC's FAB people for a year & half. NEC when the time is right aim the U.S. The have huge assets in Video and Switching Equipment in ASIA, and want to add VDSL to complete the Game Plan.

Yes just about the time ole Amati's stock price seems to have arrived at it's ADSL orbit, the VDSL revenues will kick in. But again this is my HO.

A few here on the Space Coast and friends in other states bought Westell near $21 - 23, after the Market took them all down.
Others bought AMTX, WSTL & Pairgain on my advise in Jan, when WSTL @ $24, PAIR @ $41, and AMTX @ $6. WSTL went to the $85 region and split, PAIR hit $119. and split, AMTX hit $36, then the market took them down, to Bargain basement prices again. Of course many others on this board did the same. I don't think anyone is crying......

Believe who you want on this board, where some facts become fiction, and some fiction becomes a fact. There is a Ton of money riding on this technology, and you never really know, who is really posting, (unless you know them of course) it could be a rival company, or just Joe investor. Always verify the source given, I have been checking the teeth in a few horse's mouth's lately.

I believe Chris had two or three alter egos posting in the one liner area, at the same time, not long ago, I'm sure it was frustrating, I enjoyed the reading (and did not join in the fun), the point being you never know who's who's...

Here is an excerpt of <<Communications Week -- 08-26-96, p. TP21>>

Some OEMs active in xDSL worlds, including Amati Communications Inc. of Sunnyvale, Calif., and Orckit Communications Ltd. of Tel Aviv, Israel, have promised to use their prowess in digital signal processing, or DSP, to offer very high-bit rate DSL modems based on single-chip transceivers by early 1997. Definitions of what constitutes a "single-chip" transceiver, however,
vary considerably.

To Amati and Orckit, a DSP device that performs most of the line coding and echo cancellation for VDSL can be considered a single-chip transceiver. To Motorola Semiconductor's MOS Digital-Analog Division, such a designation should also include the data conversion blocks for xDSL that turn an analog signal digital, and back again.

But Dan Ray, director of network engineering at Level One Communications Inc., Sacramento, Calif., said that "single-chip" should mean "single-chip." He added, "We would argue for counting the memory, counting the host processor, counting the special analog components like line drivers. Under that definition, a single-chip ADSL or VDSL transceiver does not seem possible."

Phillip Grove, director of market development for wired communications at Motorola, said that customers often want to place a microcontroller, a large block of flash memory and many ADSL functions on a single chip but, "This has to be dictated by what is cost-effective." Another factor is the type of silicon process that gives the best performance.

Motorola's CopperGold transceiver is still at least six months from introduction, but skeptics already question whether DSP blocks and data converter blocks should be on the same chip.

Ian Ramsden, manager of ADSL marketing at Analog Devices Inc., Norwood, Mass., said that different variations of CMOS, involving different numbers of metal and polysilicon layers in the silicon brew, should probably be used for the DSP and data converter functions in an ADSL design.

But Debbie Sallee, director of ADSL business development at Motorola, said that her company had several years' experience developing multi-chip designs with Amati and that the CopperGold design team used the optimum balance between process compromises and keeping necessary devices off the primary ADSL chip.

The DSP functions alone can be difficult to implement in one chip, said Ben Itri, chief technology officer at PairGain Technologies Inc., Tustin, Calif.

The most common function OEMs are aware of is the line-coding modulation, where a battle has emerged between the Discrete Multi-Tone codes specified by the American National Standards Institute and the Carrierless Amplitude/Phase-Modulation promoted by AT&T Paradyne, Largo, Fla. Line coding may cause the most headaches, Itri said, but DSP developers also have to add echo cancellation, Reed-Solomon encoding, multiplexing and a variety of other functions for an ADSL chip.


JW@KSC

The above is my understanding of Information I have assimilated since Jan 96, and is not a substitute for first hand knowledge, or required research on the part of the reader.
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