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


To: Pigboy who wrote (28706)11/16/1997 2:09:00 PM
From: pat mudge  Read Replies (3) | Respond to of 31386
 
[Miscellaneous ADSL mentions]

Editorial on ADSL Forum site I hadn't seen before:
adsl.com

In a letter from Intel outlining Comdex displays, their VP and Director of Sales and Marketing also suggested a web site for small businesses: intel.com

There I found some ADSL mentions. I'm leaving for Vegas in a few minutes and will try to report back anything I think will be of interest. I'll hear Gates tonight, check out all the telecommunications displays tomorrow --- especially Alcatel's highspeed demo --- and hear Chambers on Tuesday.

While I'm gone, watch Amati carefully. You know the minute I turn my back something's bound to happen. :))

Cheers!

Pat

intel.com

<<<Closing Panel Discussion at Microprocessor Forum
Fred Pollack, Intel Fellow, participating

October 14, 1997
San Jose, Calif.
[clip]
JOHN PETERSON: John Peterson from IBM. When you guys were talking
about set-top boxes and getting that market open, the reason we don't buy those in my family is it's too darn slow. And so I'm curious as to whether any of you are working with essentially state governments to get competition open so we get fiber into our houses.

MICHAEL SLATER: Tom, you're a big player in the communications infrastructure.

TOM BEAVER: Actually, we are, and also the General Instruments and Scientific Atlantas are using powered PC embedded in set-top boxes to improve the performance of the box itself. Now, you're talking about the connection up to the home. There are a bunch of standards committees going on on that. In fact, I've got --

MICHAEL SLATER: No slight to standards committee, but is there any progress being made?

ANDY RAPPAPORT: There's quite a bit of progress. You talked about
WebTV. You called it a failure before but it's stimulated high-speed connect to the home as well as other things. What's interesting about high speed interconnect to the home is it's not a technological problem. It's easy to deliver T1 kind of speeds on copper pairs that are being run everywhere, and through various DSL's. It's demonstrated one can achieve better capacity than one thought in the noisy cable environment.

The issues are not regulatory, certainly not technological, at least in terms of creating an order of magnitude of a half or two in improvement in interconnect speed. The issues really have to do with the fact that the infrastructures are owned by kind of slow-moving organizations like RBOCs and cable companies and governments and that kind of thing. But I think that as some of these experiments are start to go bear fruit and as it's getting harder to make money in kind of the core communications businesses that we've had for a long time, I think there's been a dramatic acceleration in attempts to deploy some of these things. And I think we're probably two years away from a meaningful inflection in the curve, but we're certainly not five years away from that inflection.

MICHAEL SLATER: An inflection means what? That ten percent of the people have high speed access?

ANDY RAPPAPORT: What it means, basically, is if you want it you can get it.In this area, I think if you want -- if you want HDSL kind of speeds, you'll be able to get it within a year and throughout most of the United States, within about a year you'll be able to get it if you want it and that's when I think penetration will increase meaningful.

ATIQ RAZA: The only comment I want to make about it is the performance
that you get over the net is a function of end-to-end band width, not from the CO or from the closest server. I mean, if I am sitting on a hundred MHz internet connection, the world rate applies to me as well as anybody else.

MICHAEL SLATER: That is when you are going to find out how slow the
servers are.

ATIQ RAZA: Exactly. That's going to take a while.

LES CRUDELE: Back to the questioner's point: One of the problems getting to the point of high-speed interconnect, I just got something here in the mail from Austin --

Or before that, I can have high-speed interconnect. Costs me $150 a month. Here I am paying -- actually, it is an ADSL, but I am paying $19.95 for my independent net service provider. So I am not going to swap that for $150 a month rate. So there needs to be something that treats it more as a home-line cost if it's going to show up in a WebTV home environment.

ATIQ RAZA: What is interesting is now you can have -- if the content is there the content can be local, all the contents that runs through ADSL or other protocol can be local, and that can be delivered at fairly high speeds.

MICHAEL SLATER: What do you mean "local"?

ATIQ RAZA: Local means it resides on one server, so you are not going all over the world trying to get content.

MICHAEL SLATER: This is where people at home are trying to build -- where they have servers all over the place and cache copies of things?

JOHN MASHEY: I don't believe this, because for one thing, the disks are about to take a ferocious hit in intensity. People are going to fill them up by 2002. There is easily going to be 200 gigabyte disks in a desktop. We are talking about a terabyte.

The world is going to be filled with content of dubious quality.

(Laughter.)

ATIQ RAZA: No matter what the quality, it has to be desirable.

JOHN MASHEY: Yes.>>>

intel.com

<<<
Intel Addresses Evolving Delivery Infrastructure for the Internet for Home Users

Intel Distinguished Lecture Series Held for First Time in Asia Pacific

HONG KONG, March 28, 1997 -- Intel today kicks off its first ever Intel Lecture Series outside of the United States with Dr. Kevin Kahn, Intel Fellow and director of Communications Architecture Lab, addressing students at the Indian Institute of Technology in New Delhi, India. The Lecture Series will also come to University of Malaya in Kuala Lumpur, Malaysia on March 26, Jiaotung University in Shanghai on March 28, and Tsinghua University in Beijing, China on March 31.

Kahn's lecture, titled "Bringing the Internet Home to Meet the Family -- Evolving the Delivery Infrastructure," discusses industry initiatives to improve the quality of access to Internet services for home and small business PC users.

"The Internet has become a new and important means to access information for technical as well as nontechnical PC users today," Kahn said, "But the dial-up access to the Internet is slow, and even for those with high-speed modems, bottlenecks in the Internet backbone still seriously impair the quality of the Internet experience.

"The industry is working on a number of key technologies that will improve access to the Internet," Kahn added. "These include both protocol level technologies, such as RTP and RSVP which together address improving the quality of audio and video sent over the network, and delivery technologies such as ADSL, fiber to the curb, and cable and satellite modems, that will break the 28.8 modem bottleneck."

Kahn is the director of Intel's 100-person Communications Architect Lab, responsible for research and development of basic communications
capabilities and Internet developments for the business and home PC market segments. . . .>>>

Charts of download times comparing different modem speeds:

intel.com

intel.com