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Technology Stocks : Semtech (Nasdaq:SMTC) -- Ignore unavailable to you. Want to Upgrade?

To: pham who wrote (1021)	2/18/2000 10:32:00 PM
From: Jeff Bond	Read Replies (1) \| Respond to of 1225

Hey pham, Thanks, I missed that release, and I agree XDSL should be a good market going forward for at least the next 3-5 years. As people who once were enamored with the cable modem learn about its limitations, I think ADSL will quickly become their alternative of choice. For new users, local telephone companies are doing a good job of getting the word out about ADSL. I came across some good information regarding ADSL. First, one limitation of the technology is that it only works out to about 3 miles from a phone company central office (CO). Many subscribers fall within this range limit, but there are MANY MORE that don't. However, for those that fall outside this range, there is a technology that can give them service for a reasonable price in the form of wireless. Unfortunately, the start up cost is higher, since an antenna and other equipment needs to be installed. One unique combination I heard was for a local phone company to run a high-capacity wireless link to a remote location, from which they could transfer data to end users. At this remote location, the phone company would install the equipment necessary to establish XDSL communications with surrounding customers. In essence, this small compact location becomes a mini-CO, only it uses wireless to link back to the main CO. An example for this might be a mobile home park that is outside city limits, a business park that is in a remote location, a new development on the outskirts of a growing city, etc. I think this combination of technology is a terrific idea, and a smart entrepreneur would go about establishing thes sorts of mini-CO's on his own, selling XDSL service to the neighborhood, and buying the bandwidth in bulk from the local phone company. Hey pham, I have a favor to ask. Can you please tell me where I might find information on buying or designing filters for my ADSL service. I need a filter on the voice side that allows only frequencies from 0-4kHz to pass through. And on the data side, I need a filter that allows only 4kHz to 1.1MHz to pass through. Do you think something like this can be bought, or would I have to design and make something to do this. The problem is bleed over noise from data to voice, and vice versa. Also, I figure if the data filter cuts out all signals below 4kHz, then the voice side could not be used to inadvertently disrupt data flow. This would be a VERY USEFUL PRODUCT, and if it sounds like a good idea, please put me in the loop with SMTC business development so we can make a little money. I've experienced a lot of noise with ADSL, and I believe a filter set that could be had for $19.99 would sell VERY WELL with end users. Please tell Jack Poe not to bag on my idea either, hehe :o) I really need something like this, and all kidding aside, Semtech would be a great candidate for designing such a system of filters. Also, if that is not going to happen, which I don't expect, then if you can advise me on where I might get started on making a filter set like this I would appreciate it. The basic problems are loading coils on longer copper phone lines, signal dispersion and intersymbol interference at higher frequencies, bridged taps, and near-end and far-end crosstalk. Just your normal everyday signal problems :o) Thanks again for the link, and any information to assist me, or passing on my "idea" to Semtech business development would be greatly appreciated. Regards, JB

To: pham who wrote (1021)	2/19/2000 8:57:00 AM
From: Leeza Rodriguez	Read Replies (1) \| Respond to of 1225

Pham,thanks for posting that. The biggest boost of enthusiasm I ever got about SMTC was from a March 97 conf call when Tom Dugan connected the dots about how the bandwidth revolution will not take place without the analog folks. Dugan explained that as speed increases in the local loop (from the telco central office to your home), frequencies increase and degrade/destroy the signal.He explained that SMTC products solve these problems of signal degradation by decreasing the capacitance and lowering the voltage. Thus,as you point out--analog is going to be a very important part of all this new xDSL infrastructure. And I bet those are going to be high margin proprietary designs! Cha-ching! Analog: the quiet work horse of the bandwidth revolution leeza rodriguez