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


To: hal jordan who wrote (28760)11/17/1997 4:53:00 PM
From: x70sxn  Respond to of 31386
 
[Schmed, RM, Hal..words] "New technology" indicates newwer versions of DMT... Lets keep em all Shrini



To: hal jordan who wrote (28760)11/17/1997 5:11:00 PM
From: bill c.  Read Replies (1) | Respond to of 31386
 
hal: I didn't think GTE was looking for an ATM solution. Their solution will be based on Ethernet with Cisco routers. How many contract say exclusive today? I count two... Bell Atlantic and GTE Government services. I don't have a problem with GTE not using exclusive and I love the multi-year part.

>> GTE has the right to use any xDSL vendor they want to. <<

This is true with all of the JPC vendors and Bell Canada.

>> We will not see mass rollout of consumer based ADSL Internet service for a long time. <<

Late 1998 for mass rollout. Bell Atlantic is starting with the consumer based ADSL first. I agree that $125 is way too expensive in area's where you have cable modem access.

Bell Atlantic wants to limit CAP on their network. If your a CLEC that wants to deploy in every region, who do you go with? Alcatel only supports an DMT/ATM based solution..... until later.



To: hal jordan who wrote (28760)11/17/1997 5:13:00 PM
From: SteveG  Respond to of 31386
 
<GTE has the right to use any xDSL vendor they want to.>

Good point.

<..it is Ethernet based. Ethernet based ADSL does not scale well, pointing to the perspective that an ATM based ADSL rollout may come later.>

In the Tac Berry's recent InternetTelephony article ( internettelephony.com ), he seemed to be emphasizing IP based data/video access concentrators and distancing Amati from ATM. Others also have questioned whether ATM will ever find it's way to the desktop.

<..Give me my $40 a month cable modem any time. I'll take ADSL when my telco can give it to me for roughly that same price range.>

And given that some providers like COX offer downstream of 3Mbps or above to 95% of their customers, the telcos will also have to significantly increase that bandwidth by a factor of 5 to 8 as well as reduce their prices by a third. Of course, with as slow as the backbone is, it won't really make a difference at this stage. Still, the cables will USE their higher local loop bandwidth to sway customers in markets where they compete.

Still, it's a start.

Steve



To: hal jordan who wrote (28760)11/19/1997 1:32:00 AM
From: pat mudge  Respond to of 31386
 
[GTE. . .]

<<< If you want to see a good PR announcement for an xDSL rollout, well, look at PairGain in Phoenix. Multiple COs, thousands of customers. That is what I was hoping for here. Sadly, Mr Seamens disappoints once again.>>>

Hal --

I agree with your assessment of the contract, however, I'm not quite as worried about the pricing as you are as I think it'll change rapidly as economies of scale kick in and modem prices come down.

I'll report on some of the products I saw at Comdex when I have more time. There are applications coming online that are bandwidth hogs and I have no doubt at all that ADSL will succeed. It's getting from here to there --- from beginning deployment to ubiquity --- that's the challenge.

More later --

Pat