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To: j g cordes who wrote (3410)	2/27/1998 12:55:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 18016

jgcordes, from the two articles posted by Rhys Roberts #3406, you can see the lead that NN and TM have with the European Telecoms and world telcos; they know their specs. Europe especially (but also the rest of the world) is now catching fire with the Internet explosion. They are hot in 1998 - 1999. In the rest of the world you don't have the entrepreneurial spirit that exists in the USA. You are not going to have the USA type of entrepneurial Internet Providers that you have here. Thus all over the world, Internet access will remain IMO in the realm of big Telecoms, (Deutsche, France, BT, World Com, Nippon TT, etc etc ) ALL big NN customers. They will be buying big and big contracts will be announced in the summer. The time to buy NN is now; (like in the semiconductors: you buy them 6- 9 months ahead). I don't think we'll have to wait 6-9 months though for NN. NN with ATM is now near the boiling point that TM had envisioned 4-7 years ago; the rest of the world is just catching up with him. All IMO. TA

To: j g cordes who wrote (3410)	3/2/1998 4:55:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

jg -- Fun to watch NN beat the other networkers for a change. (I tripled my position this a.m.) I posted this on the Ascend thread, and think it's as relevant here as there. ADI, TXN, and ALA are the ADSL silicon leaders. With this announcement they're telling the world ANSI-based DMT based on ATM at the network layer is the future. <<< Industry Leaders to Conduct Standards-Based ADSL Interoperability Testing PR Newswire - March 02, 1998 08:07 DALLAS, March 2 /PRNewswire/ -- Alcatel (NYSE: ALA), Analog Devices (NYSE: ADI), and Texas Instruments (NYSE: TXN) (TI) plan interoperability testing among their asymmetric digital subscriber line (ADSL) silicon solutions. This initiative will accelerate ADSL service deployment worldwide by creating an open market place for equipment manufacturers through multiple sources of standards-based silicon that work together across silicon platforms. As a result of this effort, service providers will be able to deploy with confidence central office equipment that will interoperate with a variety of customer premises equipment. Customers will benefit because they can make purchasing decisions on equipment and services without worrying about the type of equipment used in the telephone network. The interoperability project will allow the three silicon vendors to validate interoperability based on discrete multi-tone (DMT) at the physical layer and will concentrate on link and network layer interoperability based on asynchronous transfer mode (ATM) transport. "Alcatel looks forward to this venture and believes it hastens mass market deployment of ADSL services," said Martin dePrycker, vice president and general manager -- Internet Access and ADSL, Access Systems Division. "This effort will enable us to leverage our worldwide leadership in modem expertise and our several generations of ADSL product, which feature programmability and support for ADSL-lite services. We also offer significant ATM experience in public networks, developing end-to-end solutions for service providers and, through our chip division and technology licensees, many alliances with leading customer premise equipment vendors." "In order to ensure rapid deployment of ADSL, semiconductor manufacturers who provide the core hardware and software technology must take the lead in driving fully interoperable solutions," said Russ Johnsen, vice president and general manager of Analog Devices' Communications Division. "This cooperation between Alcatel, ADI and TI will enable equipment manufacturers to be sure that their fully rate-adaptive central office and customer premises equipment will be able to seamlessly communicate anywhere." "Standards-based interoperability is a tremendous market enabler," said Greg Waters, director of TI's Network Access Products organization. "Starting today, customers, equipment manufacturers and services providers can feel confidence in the ubiquitous deployment of standards-based DSL as the high-speed on-ramp to multimedia services. TI is committed to providing the necessary resources to bring about end-to-end system-level interoperability among the leading silicon vendors of DMT line-code technology. We believe that the flexibility of our programmable DSP solution will allow TI to rapidly achieve interoperability, starting at the physical layer, and up to the application. This initiative among the leading silicon providers lays the foundation to achieve interoperability among current and future DSL standards that are based on DMT." This initiative is based on the American National Standards Institute (ANSI) standard T1.413 Issue 2 status as of the March meeting of ANSI. The joint testing will create more momentum to ensure that a wide range of equipment -- both central office and customer premise equipment -- will interoperate. The three companies will conduct interoperability testing independently and will migrate when interoperability is proven, to a neutral testing facility where DMT vendors can do interoperability testing with their equipment. . . .>>>>