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Technology Stocks : Westell WSTL

WSTL 5.850

-1.0%

Dec 22 3:59 PM EST

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To: Charlie Smith who wrote (10641)	5/8/1998 2:19:00 PM
From: riposte	Read Replies (1) of 21342

AWARE AND LUCENT TEAM UP ======================== from infras.com Lucent (LU) announced plans this week to use Aware's ADSL Lite technology in their DSP 1690 WildWire(tm) chip set. Aware introduced the "splitterless" technology earlier this year - splitterless meaning you do not have to split the line for voice and data. The obvious goal of this joint venture is to accelerate the deployment of high-speed Internet access to the home. Data transmission speeds 30 times faster than today's analog modems up to 1.5 Mbit/second can be attained with this product. What is really interesting about this technology is that it will enable users the ability to achieve 56-Kbps or digital modem connections. The WildWire chip set will be able to function with any type of phone connection even though DSL service has not been installed. The future of ADSL technology has been the subject of great controversy. According to Shannon Pleasant, communication-market analyst for In-Stat, the market for ADSL chip sets - both splitterless and full ADSL - will initially be less than 300,000 chips, though most of these will be devices for ADSL Lite. In-Stat is projecting 878,000 shipments of ADSL in 1999 with slightly over half being ADSL Lite. Over the long run, it remains to be seen whether DSL service over copper wires, cable modems or wireless technologies will dominate the high speed data transmission market. We believe their will be rapid deployment of all three and that Aware has gained considerable leverage by aligning themselves with Lucent. Clearly, this alliance will be facing some formidable competition from Cisco (CSCO), Texas Instruments (TXN) and other players in the ADSL space. We believe the shares offer an interesting speculation although we would not be overweighting positions in any portfolio.

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