Vladimir; A couple of points.
>>>ORCTF is using LSI's DMT silicon
I believe you're thinking of the current Amati modems, Orkit is using their own DMT chipset which they manufacture.
>>>CPQ might be serious buyer of AWRE's consumers oriented ADSL products.
Possible but: John McHale left Compaq management to start Netspeed and still has a close relationship with the company. There were rumors (late in '97) reported at Network World as well as Telechoice that Compaq would install Netspeed ADSL cards in their computers.
From the Nortel PR yesterday
"Nortel (Northern Telecom) has agreed to transfer its equity position in NetSpeed Inc.
(NetSpeed) to Cisco Systems, Inc. (Cisco), as part of Cisco's acquisition
...Cisco will endorse Nortel's DSL-Lite technology, including Nortel's multi-megabit modem specification"
Due to their acquisition of Netspeed my guess is that Cisco now has the inside track for any CPQ DSL deals. If this is the case, the Cisco/Netspeed deal and Nortel's announcement is a fly in the ointment with regard to UAWG. Unless I'm mistaken, Nortel's not part of that group (I don't think Cisco is either) and their 1-Meg Modem, which I guess is their DSL-Lite, is proprietary. Remember the Aware PR regarding MSFT/INTC/CPQ was for splitterless DSL-lite only.
>>>I think LU in the partnership with WSTL is offering CAP's based ADSL right now to RBOCs, which might be upgraded to doual line discipline modems in the future, analogous to COMS' X2 and ASND's FLEX 56kbps being upgraded to support V.90 and old protocols.
With Netspeeds modem pooling technology their central office gear supports CAP and DMT modems, instantaneously switching to the appropriate modem as it connects. If Westells DSLAM can do this there would be no reason to remove any CAP modems, as the technology matures, through attrition, the modems could gradually be switched to DMT. (your dual line discipline, not a software upgrade though)
PP: I'm not ready to concede Westell has lost GTE just yet. If there were a signed contract I think there would be very few people that would know about it, people at Westell (engineers etc.) would find out when the news was made public. My guess is that the delay has to do with Westell's DSLAM, still to be released, and the fact that Lucent will be involved by integrating Westell's SuperVision Access Multiplexer DSLAM into Lucent's SLC Digital Loop Carrier Systems (the most widely deployed DLC systems in the United States). One things for sure, its hard to put a positive spin on this Cisco/Netspeed deal from Westells perspective. I guess it makes your buyout scenario more plausible by putting more cost pressure on the whole industry. Dave
I just heard Bob Pisani on CNBC say he's hearing DSL is going to be big, not news to anybody who reads these boards. |
