<<<By the way, I heard Orckit may be doing CAP as well as DMT, so now we have just AWRE & AMTX committed strictly to DMT. The list of CAP licensees is growing much faster than DMT licensees. This doesn't mean they won't license DMT sometime in the future, but it does indicate they all think CAP will be the winner in phase one. I have to believe these companies know something more than we do.<<<
Techie, I have a great deal of respect for your understanding of ADSL companies, however I'm having trouble with your reasoning this time. You quote a rumor, "I heard Orckit may be doing DMT. . .," then you say, "so now we have AWRE and AMTX committed solely to DMT," a large leap in logic. You go on to say, "CAP licensees [are] growing faster than DMT," another rather large leap. I would have an easier time accepting your conclusions if your bases were stronger. Looked at from another angle, how many companies only do CAP, with no DMT hedge? Any besides Paradyne? Let's leave Pairgain out. They do HDSL and have made it clear they won't have ADSL before 1998. CAP *may* be gaining converts, but until I have stronger reasons to believe otherwise, I'll remain a skeptic.
Let's keep the dialogue going!
Pat |
