Consolidation ?????
Lets check the list of the promoters / supporters and see what they
realy do. Bare in mind that from a european point of view we don't
make a difference between BabyBell, longdistance carrier, Telco and
a CLEC. I call all of them under Telco.
Basically we can divide them in the following catagories:
1. Telco
2. OEM
3. xDSL manufactures
4. Chipset producers
5. Patent/royalty houses
It took me a whole evening to check and compose the list.
HK
Ameritech : This is a telco, so no manufacturer.
Bell Atlantic : Same as Ameritech
Bell South : See Ameritech
Compaq : Makes PC's (the to expensive ones), aquired last year Tandem
computers and have just spend all their money and stock on
DEC. My personal feelings are that they will have a hard time
to integrade both companies, so no focus on the UAWG.
GTE : Is also a telco.
Intel : No products seen yet, but they are researching ADSL with USB
interfaces to the PC.
Microsoft : They announced that their WEBTV boxes will have xDSL modems
built into it. But as much as Bill wants that everybody has
a Webtv box in their house, I don't think this will happen.
However having Bill in the game of promoting the DSL market
is a very good thing.
SBC Communication : YAT, including SouthWestern Bell, Nevada Bell and
Pacific Bell.
Sprint : Yes, Yet Another Telco (YAT).
USWest : YAT
ariel corp : There product is called Horizon. This ia a major player,
but only for ADSL. They have a total end to end solution
for the telco's, pretty impressive. The have a DLSAM,
customer premises equipment that will provide an 10BaseT
connection. They have sales office in the USA and Europe,
their sales team's do support other countries, but IMHO
if you don't have local presence, you don't sell to the
local telco's.
URL: ariel.com
Ticker symbol : ADSP
3Com Corp: 3Com has been shipping ADSL products since 1997. (yes I work
for 3Com, but I got this from the 3Com website, so this is
public info.). The Viper line are ex USR products and are
RADSL, the protocol that is used is PPP over HDLC over RADSL.
A POTS splitter is needed for simultanious voice and data. AS
you can see from the AWARE webpage USR licenced the AWARE DMT
technology.
URL : www.3com.com
Ticker Symbol : COMS
Analog Devices : Makes no xDSL end products, only chipssets developed
in cooperation with Aware.
Alcatel: Makes ADSL endproducts, and is a player in the ADSL arena,
and has many years of experience in dealing with telcos,
spcially in Europe. Alcatel Telecom has chosen to develop its
own chip set, called DynaMiTe, implementing DMT and ATM
technologies. Quote from their website :
"The basic building blocks of the Alcatel Telecom
Alcatel 1000 ADSL are an Access Adapter (AA) at the central
office or at a remote DLC location, and an ADSL network
termination (ANT) at the subscriber's premises (home, office).
The Access Adapter interfaces to the backbone network (data
backbone network, ATM network), and provides a transparent
connection of the subscriber line to the PSTN network. The
ANT interfaces with the subscriber's terminal (PC, TV), using
an ATMF (25 Mbit/s) or Ethernet connection, and guarantees a
transparent connection to the subscriber telephone set(s)."
To see what they mean, here is the url to the info:
URL : alcatel.com
Aware : Makes ADSL endproducts only, and is one of the ADSL
manufactures, so it makes them a player in the DSL arena.
From there Webpage: "Aware's xDSL solutions are currently
utilized by many original equipment manufacturers (OEMs),
including Ascend Communications, 3Com/U.S. Robotics, Hayes,
DSC, Ericsson, Siemens, ADC, Samsung, Sumitomo, and AFC."
On the strategic partners page is also included Cisco,
Aware's products include xDSL technology, software,
development platforms, modules and modems for high-speed,
interactive broadband network applications.
URL : www.aware.com
Ticker symbol: AWRE
Cirrus Logic : Cirrus logic produces DSU/CSU chips that can be used for
HDSL terminals, so very limited xDSL.
Cisco systems : Dont' make endproducts, but OEM's Aware's products.
Copper Mountain Networks : Making SDSL, ADSL, HDSL-2 products. They do
have a DSLAM. I could not make out of their
website if they are internationally active,
but it seems not. In that case they are not
a major player. They are also privatly held,
but are maybe a take over candidate.
Covad Communications : CLEC (Competitive Local Exchange Carrier),
uses Diamond Lane's DSLAM.
DSC Communications : DSC Communications Corporation integrate 's
Aware's asymmetric digital subscriber line
(ADSL) DMT technology into the DSC Litespan
product line.
Ericsson Telecom AB : Ericsson Utilizing the Aware/ADI technology,
Ericsson's ANx ADSL-based modem will enable
high-speed, end-to-end transport of ATM data
packets over the last mile to households using
ANSI/ETSI compliant technology.
Globespan Semiconductor : They produce chipsets for ADSL, RADSL, MSDSL,
and HDSL. They're basically do the same as
Analog Devices.
Lucent Technologies : They are using the Westell product as an OEM.
Netspeed Inc : Yes they're a player, but only in the ADSL arena. They
do mfg a ADSLAM, so they can sell to Telco's and Customer
premisses equipment. After reading their web page I don't
have the feeling that they will be a winner in the long
run, and maybe a takeover cadidate for one of the big guys
who want to buy themselfs into the arena.
Nortel (Northern Telecom) : Nortel has a strategic alliance with Westell and OEM the
Westell products.
Orckit Communications : Orckit makes HDSL, ADSL, and VDSL products.
They have a joint venture with Harris Semiconductor
for the production of their VDSL chipset (announced Aug 1997)
Available Q2 98. The productname is HC6100. Now we know why
PairGain choose Harris. See also the Rockwell section in this
list for HDSL-2 chipset development.
URL : orckit.com
Ticker symbol : ORCTF
PairGain : We all know what they do, and they are represented in US/Canada,
Latin America, Europe, Asia, and now also in Rassia.
Paradyne : I remeber this company from years ago (8-10 years) when they are making
V29 modems with a build in 4 port TDM mux. Now the have their Hotwire MVL
product. MVL stand for Multiple Virtual Lines (it say so on their web page)
They mfg RADSL,SDSL,MSDSL and HDSL products, including a DSLAM, and now
their MVL product. However no ADSL product is mentioned.
From their WEB page in the about us section:
"In 1992, Paradyne pioneered GlobeSpanTM technology, the leading industry
source of digital subscriber line technology (DSL). On August 20, 1996,
GlobeSpan Technologies Inc. announced its launch as a separate technology
licensing business, emerging from the sale of AT&T Paradyne by Lucent
Technologies announced on July 31, 1996."
URL : www.paradyne.com
Rockwell Semiconductor Sytems : They are in a joint venture with Orckit to develop
a new HDSL-2 chipset (announced Nov 1997).
Siemens : Siemens is using the Aware products or is OEM the products.
They also working in a joint venture with Orckit to integrate
Orckit's VDSL (Very high bit-rate Digital Subscriber Line)
solution in a jointly developed broadband product (announced Dec 1997).
Texas Instruments : They bought Amati, the patent house.
Westell Technologies : Westell mfg ADSL, RADSL and HDLS products. They also make
a DSLAM, and have a end-to-end solution. Westell has
international sales reps in Canada / Hong Kong / Singapore
and in Europe. This is not much exposure outsite of the
USA, compaired to PairGain (I'am biased here!!)
URL : www.westel.com
Ticker symbol : WSTL
Diamond Lane : Mfg a RADSL DSLAM, and produce a full end to end RADSL solution, but
after looking at their sales team page, they only cover the US and
maybe Canada.
URL : dlcc.com
Tut systems Inc. : They make xDSL product, have a DSLAM, and 2B1Q SDSL modems.
Their sales reps are US, and international, but all based in
the US, therefor they don't play in the international telco
arena.
URL : www.tutsys.com
MCI : YAT
Bay Networks : They just announced a reseller agreement with Paradyne,
but they are not a promoter not a supporter of the UAWG (yet). |
