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To: Scrapps who wrote (1832)1/30/2001 1:48:50 AM
From: Elroy  Read Replies (1) | Respond to of 2404
 
I'm taking a bright future as a given. DSL is growing, that's obvious, even if there have been some inventory hickups in the past three months.

The question is how much of the future DSL growth can AWRE capture. Right now they are only capturing revenue from ADI and LU DSL chip sales.

I also wouldn't mind hearing some new patent info, although a patent pending is just that, pending, so there's probably not much new to say there.

AT&T says that DSL is a 2001 focus area! Wonder which CPE equipment AT&T is going to use?

Elroy