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Non-Tech : Amati investors
AMTX 1.600+3.9%Nov 21 9:30 AM EST

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To: hal jordan who wrote (28307)11/4/1997 10:36:00 PM
From: Norman Klein  Read Replies (1) of 31386
 
This is not AWRE vs AMTX, but DMT vs CDSL

I don't believe in coincidences. I am sure that Jim Bender has been sitting on Aware Lite waiting for Rockwell to announce their CDSL technology. So that one day later, he can trump their announcement with a superior ADSL DMT product.

Read the Aware announcement carefully, they stressed the following points:

<<Because it utilizes DMT technology, the ANSI standard for ADSL modulation,
Aware's DSL Lite can easily be made interoperable with standard-compliant
ADSL central office equipment. This permits a local exchange carrier to
cost-effectively install a single access termination system for both full-rate ADSL
and the new splitterless version. Aware's DSL Lite also provides an upward
migration path to full-rate ADSL, protecting customer investments, and reducing
the threat of a fractured xDSL industry.>>

Many of you may be pooh-poohing Rockwell's CDSL product, but they have caused everybody absolute fits in the 56k (Kflex vs X2) modem world. They definitely have the potential to do the same in the xDSL world. It certainly would have slowed down and delayed ADSL deployments for everybody.

But now CDSL should die a certain death for the following reasons:
1. It is still in the early design stages
2. only 1 Mbit/sec (CDSL) vs 1.5 Mbit/sec (ADSL DMT)
3. loops can only reach 18K (CDSL) vs 22K (ADSL DMT)
4. CDSL splitterless advantage is gone
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