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Technology Stocks : Westell WSTL
WSTL 5.770+0.3%1:11 PM EST

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To: matt gray who wrote (13806)11/2/1998 3:08:00 PM
From: JW@KSC  Read Replies (2) of 21342
 
Hot Article "ADSL technology set to pass slower rivals"

What really drew me into Posting here on the WSTL Thread,
was a fact that blew me away, that there were still some people who are still debating the issue of CAP Vs DMT, or that it didn't matter.

Quoting Matt Gray after I tried to convince otherwise:
The reason I hold WSTL is less an issue of CAP vs DMT since I believe this to be a lower order issue at this time.

It damn sure does matter if your investing in a company that manufacture's modems using just CAP. I thought the word was out months ago.

Matt I didn't Live and Breath ADSL for 2 years just to come away with
Just My Humble Opinion. I'm sure a few people might agree with my Diet during 1996 and 1997. Anyone?

I was just offering you the benefit of my Experience, but it's up to
each investor to invest their $$ when and where they want.

I found another article, along the lines Trey was looking for, I believe it's Hot off the Press as it hit my Mailbox this morning, it's long and full of detail.

I being slightly bias, cut and pasted a few paragraphs here.
The URL is Listed at the bottom.

Once again I'll mention the Steam is building up for a Rally, and
ADSL Stocks are On Sale. In 1999 there could very well be a replay of the 1996 Rally.

Wishing the best to everyone.

I Want My DMT / G.DMT
JW@KSC


Quotes from:
ADSL technology set to pass slower rivals - by
-Russ Arensman is a freelance writer based in Glenwood Springs, Colo.

DMT emerges as winner
Hoping to steer ADSL away from the kind of damaging standards
battle that slowed early sales of 56-Kbit/s modems, the UAWG has
settled a long-running debate by choosing discrete multitone (DMT)
line-code technology instead of carrierless amplitude/phase modulation
(CAP). While CAP supporters have argued vigorously for their
technology, which is cheaper to implement in low volumes and
performs well in many applications, the UAWG chose DMT principally
because it offers better noise immunity and rate adaptability.


_______________________________________________________
Most suppliers are starting out with full-rate ADSL chipsets, some of
which may be reprogrammed later to accommodate the new Lite
standard. At the same time, manufacturers that have based their
products on CAP face the more immediate challenge of implementing
DMT technology.

The UAWG's choice of DMT, which follows the ANSI adoption of
the T1.413 DMT standard, is a particular blow to GlobeSpan, all of
whose modem products to date have used CAP.


"So far, it hasn't really affected us," said Geday, adding that GlobeSpan continues to market and ship CAP pro ducts. "We're the largest supplier today, and we will continue to be the largest supplier in 1998."

In-Stat's Pleasant agrees that the company has a good chance of
remaining a strong ADSL contender, but says the switch to DMT
eventually must be made. "I wouldn't say they backed the wrong horse
[with CAP], because they've been dominating this market for the past
two years," she said. "They've really been able to capitalize on getting to market with a technology that works. However, their partners are going to jump ship if [GlobeSpan] can't produce a DMT product."


GlobeSpan has signaled its intention to do just that, but it has yet to announce specific DMT product plans.

Instead, Geday stresses the adaptability of the company's
Rate-Adaptive DSL trans-ceiver chipset, which offers downstream
data rates ranging from 640 Kbits/s to 7.2 Mbits/s.

__________________________________________

TI underscored its interest in the ADSL market in November with the
$400 million acquisition of Amati Communications Corp., a Mountain
View, Calif.-based ADSL specialist that holds many of the key patents
for DMT technology.


ebnonline.com
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