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Technology Stocks : Amati vs Westell, DMT vs CAP ADSL
WSTL 6.080+1.2%Nov 4 3:56 PM EST

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To: Luke Smithwick who wrote (1297)1/9/1997 4:30:00 PM
From: Steve Macica   of 1365
 
>>I am sure you have heard that DMT is better than CAP/QAM. AMTX has waged a
very effective PR campaign to date.

I wouldn't call the Bellcore Test results (the basis for the ANSI standard DMT decision) a PR campaign. Check out the Globespan WEB site, now thats a PR campaign.

>> From what source do you see that the AMTX Overture 8 outperforms CAP modems?

One might infer it from the GTE Phase 2 trial where they are using "high speed" modems (OV8).

I have made a document available to anyone interested that compares the performance of a real OV8 to the best case theoretical projections of performance of Paradyne's proposed CAP system. The data for the comparison are supplied via T1E1 contributions from GTE and Paradyne engineers. If you don't believe the document, the contribution numbers and the names of the guilty are given.

You can ftp the data from netcom.com ftp/pub/ma/macica or I can email it to you.

>> The comparisons I have seen are not "apples to apples."

I'd really like to see a RADSL vs. OV8 faceoff myself. When will the 7Mbps RADSL chips
be ready?

>>Most of the CAP vendors have refused trials that do not appear to be properly
>>structured.

What do you mean by this? What was wrong with the Bellcore test? Do you think the people on this thread believe this.

>>Note that over 90% of all FIELD trials (more valid than lab trials which can be easily
rigged) to date have been CAP modems. Moreover. they all perform as advertised
with REAL production quality chipsets.

At the time most of these modems were sent off to trial, did the customer have a choice. i.e. could they get large numbers of DMT modems? I think not. Did the CAP modems in BA's VOD trial perform all that well? From the BA news releases, looks like they are heading for a FTTC solution. Have yet to here any bad news about the DMT VOD trials over seas. Another trial in France just started last month using OV8s.

>> T1E1 is taking another look at what they did in the T1.413 standard...

You must be referring to the AdHoc committee. The T1E1 committee has been focusing on DMT for more than 4 yrs. DMT chips are here now and more sources will become available this quarter. CAPs cost, complexity, power argument is gone.

Later
Steve
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