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Technology Stocks : Alcatel (ALA) and France -- Ignore unavailable to you. Want to Upgrade?

To: pat mudge who wrote (2244)	8/13/2000 3:30:43 PM
From: Michael F. Donadio	Read Replies (1) \| Respond to of 3891

Thanks Pat, These are the members of OpenDSL. No Alcatel, no AMD, no CPD: 3Com Corporation Alltel Corporation CAIS Internet, Inc Cayman Systems, Inc. Cisco Systems, Inc. Digital Broadband Communications Inc. Efficient Networks, Inc. GlobeSpan, Inc. Hanaro Telecom, Inc. Intel Corporation KPMG Consulting, LLC Netopia, Inc. Network Plus Pathnet Pomeroy Select Integration Solutions PricewaterhouseCoopers Qwest Communications International Inc. Request DSL SBC Communications, Inc. Texas Instruments, Inc. Vectris Communications Virata Corporation Westell Technologies, Inc. Xircom, Inc.

To: pat mudge who wrote (2244)	8/13/2000 7:16:26 PM
From: shotski1	Respond to of 3891

OT no complaints here Great discussion

To: pat mudge who wrote (2244)	8/14/2000 12:25:34 PM
From: Perry P.	Read Replies (1) \| Respond to of 3891

Great discussion guys. It is a pleasure to read the informative posts from different perspectives. Keep it up. The only thing I can add is that AMD's Communication Products Division (Now Legerity) has been working with Aware on a new Central office chipset for a year now. They are close to bringing it to market. Maybe all the talk about Alcatel getting out of the DSL chipset arena is not all that far fetched. As Pat mentioned, Alcatel may not be producing many chipsets themselves. There have been rumors that Alcatel is having trouble with manufacturing their DSL Chips. AMD could have been told by Alcatel that they need to pick up the slack so they go to Aware and get working on a multiport central office chipset solution. Does this sound reasonable? Any thoughts or comments would be greatly appreciated. Perry P.