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To: Johnny Canuck who wrote (17748)	9/5/1998 12:25:00 AM
From: j g cordes	Read Replies (3) \| Respond to of 70273

I'll watch AFCI a little more before deciding which way is up.. here's an article on Aware/Boradcom skirmish: Aware Takes On Broadcom With VDSL Chips (09/02/98; 8:27 p.m. ET) By Mark LaPedus, Electronic Buyers' News Having altered its corporate strategy in recent months -- while also positioning itself for huge growth -- Aware is now taking its digital subscriber line (DSL) chip and IP technology to some new and surprising heights. A pioneer in the DSL field and a major supplier of discrete multitone (DMT) coding and other technologies in the asymmetric DSL (ADSL) community, Aware will soon announce a chip designed for the rival, but high-end segment of the very-high-bit-rate DSL (VDSL). Aware will officially announce its VDSL line by year's end, thus becoming only the second supplier of VDSL chips in the market. Irvine, Calif.-based Broadcom, is the sole maker of these products. "VDSL is the ultimate DSL technology in terms of bandwidth," said Michael Tzannes, the new president and CEO of Aware, based in Bedford, Mass. "I don't think VDSL will move into the consumer market yet, but the technology will have a definite impact." Aware's chip, which will be sold as a stand-alone device or licensed to third parties in the form of an intellectual-property core, promises to deliver downstream data at roughly 32 megabits per second, said Tzannes. Aware's VDSL chip, reportedly, will incorporate the company's patented DMT coding scheme, but other details about the product line were not disclosed. Aimed primarily at businesses, VDSL technology has been touted as capable of delivering downstream and upstream data in the range of 52 and 1.6 Mbps, respectively. In sharp contrast, G.Lite, the emerging ADSL technology for the consumer arena, promises to deliver down- stream and upstream data at just 1.5 Mbps and 384 kilobits per second, respectively. Although VDSL is currently being deployed in just a few U.S. markets, Aware has high hopes for the technology, alongside its core full-rate-ADSL and G.Lite chip and IP offerings. But despite the hype surrounding the DSL markets, Aware has been spilling red ink during the past 12 months. Noting that it is still investing heavily in its technology, the company reported a loss of $2.7 million on sales of $4.4 million in the first half of 1998. In the same period a year ago, Aware posted a loss of $552,000 on sales of $3.7 million. DSL, which promises to deliver Internet and other multimedia services at much faster rates than analog modems are capable of, has been stymied by signaling problems and other difficulties associated with the current telephone infrastructure, according to Will Strauss, president of Forward Concepts in Tempe, Ariz. At the same time, the cable modem, DSL's rival technology, has suddenly generated some steam. Despite slower-than-expected growth in the DSL arena, the market for ADSL/rate-adaptive DSL services is expected to more than double this year, to 322,000 new lines installed worldwide, from 150,000 in 1997, according to Forward Concepts. The market for G. Lite services -- nonexistent in 1997 -- is expected to see 110,000 new lines installed worldwide this year.

To: Johnny Canuck who wrote (17748)	9/22/1998 12:29:00 AM
From: Clint E.	Read Replies (2) \| Respond to of 70273

Hi Harry....FYI; September 21, 1998 Telecom equipment exports strong despite tumult ARLINGTON, Va.-U.S. exports of telecommunications equipment reached nearly $10 billion during the first half of this year, a 4-percent increase from the first half of 1997, according to the Telecommunications Industry Association. Communications satellites and other transmission reception equipment represented the largest single export market segment with $2.3 billion. The greatest increases were in cordless telephones and telegraphic equipment, with jumps of 46 percent and 31 percent, respectively. ``The growth is particularly noteworthy in the face of downturn in overall U.S. exports of goods,'' said Matthew J. Flanigan, president of TIA. Canada was the United States' largest export market, followed by Japan, Mexico, the United Kingdom, Brazil, Hong Kong, China, Taiwan, Israel and Colombia.