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Technology Stocks : Advanced Fibre (AFCI) ** IPO -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (2993)	5/20/2000 10:24:00 PM
From: E_K_S	Read Replies (1) \| Respond to of 3299

I wonder how this relationship with SBC & Alcatel will impact AFCI? Is it a potential threat or does it complement AFCI's business? IPO Critic: Centillium is banking on DSL prospects By Tom Davey Redherring.com, May 22, 2000 (http://www.redherring.com/ipo/2000/0522/ipo-ipocritic052200.html) "...THE PROMISE OF ALCATEL Centillium has some bright prospects. The company says Alcatel (NYSE: ALA), which has communications equipment operations in 130 countries, has agreed to use a Centillium chip set in a card that will let network service providers merge voice and data traffic onto one network. Alcatel will likely sell many of those cards to SBC Communications (NYSE: SBC) for its DSL installations, according to one analyst. SBC is the biggest regional phone company in the south and west, with about one-third of the U.S. DSL market. Centillium also is promising customers that this chip set, which uses Asynchronous Transfer Mode (ATM) protocol, will later this year deliver 256 voice channels per chip for phone company equipment and up to 48 channels through a single line on the customer premises. The company claims the chips will be more compact and use less power than those currently on the market. The company's main product so far has been G.lite DSL for data communications. The technology, also sold by other vendors, was predicted to be a big success because it would overcome the notoriously difficult challenges of standard DSL installation. But Mr. Burstein says that the easy-installation predictions were wrong. The G.lite technology is slightly less expensive, but it delivers at a lower bandwidth. So Mr. Burstein and others see G.lite as commanding a relatively small market share. Analysts see brighter prospects for the voice products. They note Centillium's technology looks especially promising. But they also caution that in a market where companies leapfrog each other every few months with new technology generations, little is certain...." EKS