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To: joe who wrote (21538)	9/16/1998 11:34:00 AM
From: Moonray	Respond to of 45548

Data Nets Will Outperform Voice Nets By 2002 - Report NewsBytes - September 15, 1998: 5:43 p.m. ET CAMBRIDGE, MASSACHUSETTS, U.S.A. (NB) -- By Sylvia Dennis, Newsbytes. According to the TIME (telecommunications, information, media and electronics) division of Arthur D. Little, by the beginning of the next decade, data communication networks will be outperforming their voice cousins. This interesting prediction is made, officials say, on the basic premise that much of the growth in communications traffic will be in data-based services, rather than voice services, as has been the case since networks first arrived. "Analysis shows that there will be a paradigm shift from voice- dominated communications to data/audio/video communications in or about 2002," explained Patrick White, principal of Little's TIME practice. White argues that the stage is rapidly being set for a turbulent confrontation -- and in some cases cooperation -- between the incumbent providers of traditional telecommunications services and their challengers. "This crossover will fundamentally change the economic, business and technological foundations of the telecommunications industry. It will be vital for the incumbent providers to adapt and develop capabilities to meet the needs of the emerging market," he explained. After the "crossover" of voice and data, he noted, there will be a new era characterized by a dominance of data, video, and audio traffic, whose behavior and technological underpinnings differ fundamentally from the person-to-person voice communications that has defined the economic, business, and technological foundations of telecommunications over the past century. According to White, the traditional, circuit switched, voice-oriented telecommunications industry -- both network operators and equipment suppliers -- is on the verge of being swamped by new business models, network architectures, standards, and customer equipment that are fundamentally very different from the plain old telephone service (POTS) technologies that have long been their bread and butter. In addition to these changes, White notes that the industry is also being plagued by new upstart competitors emerging from the computer, data communications, semiconductor, and consumer electronics sectors. Arthur D Little's Web site is at arthurdlittle.com . o~~~ O

To: joe who wrote (21538)	9/16/1998 2:14:00 PM
From: David Lawrence	Read Replies (1) \| Respond to of 45548

>>David, can you refresh my memory? Rockwell is the only maker of the kflex chip, correct? And my read is that they are getting rid of their modem division, so 56kflex modems will no longer exist, correct? No, there are other makers, including Lucent. And, they are spinning off Rockwell Semiconductor to their shareholders, not "getting rid" of it. They are the largest manufacturer of modem chipsets. By the way, did you see that V.90 has been ratified by the ITU? Edit: Oh, I see that you did. <g>