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Non-Tech : Amati investors -- Ignore unavailable to you. Want to Upgrade?

To: hal jordan who wrote (28307)	11/4/1997 10:36:00 PM
From: Norman Klein	Read Replies (1) \| Respond to of 31386

This is not AWRE vs AMTX, but DMT vs CDSL I don't believe in coincidences. I am sure that Jim Bender has been sitting on Aware Lite waiting for Rockwell to announce their CDSL technology. So that one day later, he can trump their announcement with a superior ADSL DMT product. Read the Aware announcement carefully, they stressed the following points: <<Because it utilizes DMT technology, the ANSI standard for ADSL modulation, Aware's DSL Lite can easily be made interoperable with standard-compliant ADSL central office equipment. This permits a local exchange carrier to cost-effectively install a single access termination system for both full-rate ADSL and the new splitterless version. Aware's DSL Lite also provides an upward migration path to full-rate ADSL, protecting customer investments, and reducing the threat of a fractured xDSL industry.>> Many of you may be pooh-poohing Rockwell's CDSL product, but they have caused everybody absolute fits in the 56k (Kflex vs X2) modem world. They definitely have the potential to do the same in the xDSL world. It certainly would have slowed down and delayed ADSL deployments for everybody. But now CDSL should die a certain death for the following reasons: 1. It is still in the early design stages 2. only 1 Mbit/sec (CDSL) vs 1.5 Mbit/sec (ADSL DMT) 3. loops can only reach 18K (CDSL) vs 22K (ADSL DMT) 4. CDSL splitterless advantage is gone

To: hal jordan who wrote (28307)	11/4/1997 10:57:00 PM
From: bill c.	Read Replies (2) \| Respond to of 31386

hal: I'm just starting to understand the Aware 1.5Mbps solution. Does anyone understand what's involved with installing a splitter? I have an ISDN line today, which takes an installer. You don't need an installer with the Aware solution? You just ship a modem to the customer and that's it?... until later.

To: hal jordan who wrote (28307)	11/5/1997 6:42:00 AM
From: JW@KSC	Read Replies (4) \| Respond to of 31386

hal - [ADSL Lite] You have to understand that a splitter - no matter how easy to install - means a truck roll. That means additional labor expense for a telco as well as another potential problem area. Telcos hate truck rolls. Splitterless technology could be a real boon for those who get into it. As a service provider/telco you have to add to the equation how long will it take for the equipment at the CO to pay for itself. Will your customers need a faster speed before the Installation and cost of ADSL Lite DSLAMS have paid for themselves? As with all the other slightly cheaper and slower options HDSL, IDSL, SDSL buying for today's needs maybe more expensive in the long haul, when you can buy ADSL 8 Mb equip. now and be prepared for the future. As a consumer, if you could buy a PC which will last you until the year 2010 today for $2,000. Vs buying 3 PC's upgradng along the way at $1,500. which option would you choose? A small ISP I might opt for the cheaper soultion, but as we all know small ISP's will be extinct in the near future. I believe the RBOC's, the GTE's & MCI's of the world are smart enough to figure out the benefits of buying for tomorrow, and increase the speed and the cost to the consumer as the need for speed increases. There maybe a niche market CDSL, though it maybe smaller than the niche market for CAP. But then again I'm just a dumb consumer and what do I know..... As for the cost and labor of installing a splitter, as a service provider who wants to provide QOS, I would have a truck roll anyway, as I would want to at least check & clean the current POTS connection at the consumers home. Hanging & connecting a POTS Splitter only adds another 10 - 15 minutes to the job. Though adding a new twisted pair to the consumers PC would take additional time. JW@KSC