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To: Charlie Smith who wrote (29603)	12/3/1997 10:09:00 PM
From: pat mudge	Read Replies (2) \| Respond to of 31386

[Modem sales] <<< - "Modem sales may be slowing because of a lack of industry standards and competition from new technologies (possibly much faster cable modems)," Rodman said.>>> I remember sitting in the Robertson Stephens Conference when 3Com announced it was buying USR. Somewhere in the questioning, someone asked if it was a merger. The moderator answered a definitive, "No." She went on to say Casey Cowell had come to Benhamou and offered his company for sale. I thought the Q&A could have ended right there. That said it all. I'm not sure I agree with your comment re: splitterless, as GTE and others I've spoken with don't see the potsplitter as an issue. By keeping the access on the outside of the building, doesn't this give telcos more control of the market? If so, I would imagine they prefer it as is. At any rate, I'll be watching TI for any guidance on numbers and how much COMS analog pullback will hurt them. Thanks for posting. Pat

To: Charlie Smith who wrote (29603)	12/4/1997 2:41:00 AM
From: JW@KSC	Read Replies (3) \| Respond to of 31386

Charlie - Pat [Splitterless Headaches] Charlie - I have to go along with Pat & GTE, Installing POTS splitters is not an issue and worth the effort for Quality of Service(QOS). I hated CAP for it's deficiencies due to low tolerance for being effected by noise or interference. So I'm not jumping for joy over Splitter-less. From the research I've done over the past two years, Splitter-less "High" Bandwidth ADSL will not happen in the near future if at all, IMHO is when you hear "Splitter-less" what you have is G.lite, or low complexity ADSL, or a simplified version of ADSL. Basically your low speed variety. Even for G.lite it will be hard to design a modem without having some type of splitter somewhere, either outside the dwelling, or just prior to the NIC/modem. Granted splitter-less may work in many cases, but I also see it not working in a large but smaller percentage. The reasons for failure at a given location or home are many, those dealing with Electronic fundamentals in numerous ways. Again IMHO, Splitter-less cannot work in higher speed ADSL modems, as the higher the speed the more bandwidth is needed, this leaves you have less margin for error tolerance between services (POTS, Upstream, Downstream. Think of it as a person performing on a floor level mounted trampoline in a room with a 12ft ceiling. In his normal routine he bounces up within 2 ft of the ceiling, a 2ft margin for error. In his case if he jumps harder (ADSL faster) sooner or later he'll hit the ceiling, and in ADSL's case, errors, spikes, etc. can have a lot less bandwidth (space) to play with at low speeds, without effecting (crossing over into another signals space. A Splitter gives your plenty of headroom :^) Not filtered out the Telco supervision signals can effect the modem, simple things like on-hook and off-hook can effect a number of things, causing ADSL errror bursts, bit swapping, or a complete restart/retraining of modem. I guess I rambled long enough, it all boils down to Splitter-less IHMO may work for ADSL G.lite in a good percentage of cases, but for the customer who buys a plug and play and it won't work, the LEC or CLEC will roll a truck to install a POTS Splitter. Whoops there's those two! CLEC & LEC...... There's another Splitter-less issue "Separation of Services" when your Telephone service is from a LEC and your ADSL is from a different CLEC. I won't continue to bore you with the details. Pay no attention to my humble opinions, I'm from a different school of thought, QOS, do it right the first time, and you'll find yourself way ahead in the game. "How slow & cheap and lacking quality can they make it and still shove it down the consumers throat." Perhaps they can sell-em in third world countries, but not in my home. JW@KSC