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To: ayahuasca who wrote (8252)3/23/2000 4:00:00 PM
From: Scrapps  Respond to of 9236
 
Officials tell DSLdigest.com that DSLcon ?00 April 3-6 at the Fairmont Hotel in San Jose, Calif. will feature 86 exhibitors with 122 booths displaying products ranging from DSLAMs to microfilters; seminars to focus on VoDSL, multi-tenant markets, VPNs and case histories.

By Dick Larsen

Copper is making a comeback as evidenced by next month?s DSLcon show, which carries the theme, "The Golden Age of Copper."

Last year, DSL providers established their areas of service. This year, "DSL deployment is definitely happening," says DSLcon Manager Bill Weber. "But there are challenges that have not gone away."

DSLcon exhibitors will focus on the challenges, featuring products such as ADSL microfilters about the size of a matchbox and G.Lite devices that lower the expense, or "truckroll" cost, of getting DSL service from the central office to the user. In addition, discounted DSLAMs with line cards will offer expanded capabilities to service providers.

Most DSLcon exhibitors are equipment suppliers, who sell wholesale to service providers. However, an interesting exception is New Edge Networks, a company that "wants to be the number four CLEC after Covad, Northpoint and Rhythms," says Conference Director Peter Meade. New Edge took out exhibit space to emphasize its intention to reach second and third tier markets. "The buzz and feel of the show this year is overwhelming," Meade says. "More than 100 speakers will discuss what their companies are actually doing with DSL technology, instead of saying, ?Wouldn?t it be great if we could do this??"

In a new development, the show has added an Investor Summit to run Monday and Tuesday, April 3rd and 4th. Co-sponsored by the investment banking firm Kaufman Brothers, this event will feature presentations to invited investment houses, institutional investors, venture capitalists, and mutual funds, by a group of DSL-involved vendors ranging from some who have already gone public to others who are planning to do so.

Seminar Focus -- Case Studies

DSLcon seminars will feature topics in the news such as the growing use of VoDSL technology. Currently in a four-track mode, the conference program is constructed to cover the interests of telcos, ISPs, end-users, and vendors. Peter Meade: "VoDSL and the multitenant market will be hot topics. We?re going to see in real world terms what the deployment of VoDSL really means," he says. "MCIWorldCom and Accelerated Networks will provide speakers to discuss case studies for VoDSL and Copper Com and Picus will discuss VoDSL case studies in two separate sessions."

In addition, "DSL for virtual private networks will be a topic of considerable interest, since VPN technology is really taking off," Weber says. Other topics include: G.Lite vs. full-rate ADSL; the advent of wireless DSL; DSL in the rest of the world; next generation DSL services; stories from the field; real-world multi-tenant unit installations; the challenges of provisioning; rural telcos delivering DSL; operational support planning; and quality of service issues. This is happening so fast, in fact, that the next DSLcon ?00 slated September 18-21 at Boston?s World Trade Center is close to being sold out.

International Interest

Now in its third year, and expanding globally, DSLcon continues to focus only on DSL technologies. This approach, which has seen both attendance and exhibitors more than triple since the first event in the spring of ?98, is conference driven, with the "software" of the content complemented by the "hardware" of the exhibits. According to Meade, "lots of folks" from Alcatel and Siemens will be on hand.

Even as DSL rollouts are expanding internationally, so too is DSLcon, venturing this year into Copenhagen, Hong Kong and Toronto. And as DSL becomes even more pervasive globally, DSLcon will add additional overseas venues beginning in 2001. "Our first show in Amsterdam was a success, and we?ve doubled our booth space in Coppenhagen at a show Oct. 30-Nov 2 this year," Weber says.

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DSLdigest.com

March 2000 Special Section

DSLcon Show Innovations

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To: ayahuasca who wrote (8252)3/23/2000 4:08:00 PM
From: Scrapps  Read Replies (1) | Respond to of 9236
 
Aware?s Perspective on Recent Announcements by Companies in the DSL Industry

03/23/00

This week, three companies in our industry made separate announcements that we felt were worthy of comment:

Virata announced that it is going to acquire Inverness Systems, a supplier of ATM, IP and MPLS networking software solutions. This acquisition reinforces Virata?s position as a provider of networking solutions ? with a focus on the protocol layers above the physical layer. In our view, this acquisition does not change Virata?s ability to compete with Aware as a supplier of physical layer DSL solutions.

Globespan announced that they have begun sampling a DSL chipset targeted at the PC market. Since their announcement does not mention the inclusion of legacy voiceband (V.90) capabilities, it seems evident that the chipset probably does not have these capabilities. In our view, the consumer electronics market for solutions that support both V.90 and DSL is significantly larger than that for only DSL. The solutions Aware has developed with Lucent Microelectronics leverage Aware?s DSL technology with Lucent?s DSP and V.90 technology to offer an integrated field-proven PC solution.

Intel announced the acquisition of Basis Communications. Basis makes semiconductors and other products used in equipment that directs traffic across the Internet and corporate networks. The acquisition adds to Intel's lineup of communications and software products and expands its network processor line. Basis? technology is complementary to physical layer DSL technology that we offer to our customers. In our view, this acquisition further strengthens Intel?s position and complements the activities that are underway between Aware and Intel.

None of these announcements have changed our view of how the DSL market is likely to unfold. We do not believe that any of these announcements will negatively affect our market share forecasts for Aware-enabled DSL chipsets.

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This commentary contains certain statements of a forward-looking nature relating to future events or the future financial performance of Aware. Important factors that could cause actual results to differ materially from those indicated by such forward-looking statements include the risks that Aware has a new and unproven business model, that Aware depends on a limited number of licensees, that Aware depends on equipment companies to incorporate its technology, and that DSL technology competes with other technologies for broadband access. These and other risks are described in various filings that Aware has made with the Securities and Exchange Commission, which risks are incorporated herein by reference.