I-Rong Lin - Welcome
I must disagree with 1 -7.
1. Amati's ANSI standard is not the only standard now. Cap is Ad Hoc.
JW 1> ANSI & ETSI ADSL standard is based on Amati's DMT. The Ad Hoc group
is not a standard, they are still begging ANSI to include CAP in the standard.
2. Cap will be in market earlier than DMT.
JW 2> DMT deployment will be the market leader, (not Tech Trials, nor Marketing trials)
True deployment...
3. Amati losed contract bid to Aware from Pair.
JW 3. Amati did not lose the Pairgain bid, they turned it down. with a mire 3% royalty, and no co-production. Not very appetizing. Why jeopardize other better deals with such a pittance.
4. Cap is cheaper.
JW 4. > Cap is cheaper for a few more months.
5. ISDN will be in market first. Bell Atlantic and Nylex already invested a lot of money
in ISDN they will not invest something else without getting some money back right
away. That is why they cancel the CAWS contract.
JW 5 > ISDN is already in the market..... It goes through the telco voice switches. Telcos will continue to rape customers with ISDN services until DSL is widely available. ISDN has one foot in the grave.
6. USRX already has 57.6 KBPS which will dominate the market for 1997.
In 1998 ISDN will dominate for 2 more years. ADSL will not be widespreaded until
2000. DMT will not be the first either.
If you get 56.6Kbps thoughput let me know, ha ha.. maybe 1 in 1000 will. 56.6kbps
modems are a last ditch effort to get consumer dollars, from Analog modem technology.
7. GTE test results not disclosed, actually a phase II will be initiated, Investors are not
happy about this sector as a whole.
JW 7> The whole statement makes no sense. No test results of GTE's Trials, I have not seen any, but Michael Bloomburg (CEO of Bloomburg Financial Markets) comments were " This month I've followed the broadband industry as closely as ever. GTE announced the close of the first phase of their ADSL trial in Redmond, Washington, and their praise of Amati's Overture 4 was "effusive" compared to their guarded optimism back in August. In announcing the second and larger phase, to include Amati's Overture 8, they were clearly excited and gave a evidence the number of calls they'd received asking to be included."
Gee! no GTE, sounds like the test results are good to me!
Look up the definition of effusive............
What investors are not happy with this sector? References?
It's Christmas, I did not go into detail, if you need more, just ask..
I would suggest reading the last two weeks of this thread.
JW@KSC |
