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Technology Stocks : Aware, Inc. - Hot or cold IPO?
AWRE 2.160+1.4%12:13 PM EST
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To: Bill who wrote (4919)11/20/1998 10:14:00 PM
From: froland  Read Replies (3) of 9236
 
Bill Vaughn: I was just talking to an old friend who is a technical planner at Nortel. For what it's worth, My friend said NT will continue with its proprietary ADSL until final ratification of G.Lite by ITU in spring 99. Once that happens, NT will offer both G.Lite and their existing proprietary ADSL. Their proprietary ADSL is only 1Meg downstream compared with G.Lites 1.5Meg downstream. I believe G.Lites upstream is a good bit higher than NTs proprietary ADSL but can't remember the exact figure. NTs proprietary ADSL has a loop length which is about 2500 feet longer than G.Lites loop length.

As for the Siemens CO, the EWSD has an insignificant presence in the US. However, the EWSD has a **HUGE** presence in Germany and other nations. Millions of installed lines. Siemens has been and to my understanding still is, big on ITU conformance. Now, If those AWRE licensed chips go into all EWSDs, we will do very, very well. If you or anybody else can help out on confirming this, it would be great.

Siemens also has a rural CO known as the DCO which they inherited from Stromberg-Carlson. The DCO has a larger presence in the US than the EWSD. I'm told meetings are underway to determine what the DCOs ADSL offering will be. A different friend tells me a decision hasn't been made on what flavor ADSL will be offered on the DCO. Again, Siemens is big on ITU conformance which bodes very well for G.Lite on the DCO. However, the longer loop lengths of a rural CO could pose a problem.

froland.
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