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Technology Stocks : Orckit (ORCT) -- Ignore unavailable to you. Want to Upgrade?

To: shlomi cohen who wrote (1604)	11/19/1998 6:24:00 PM
From: Daniel Ralls	Read Replies (1) \| Respond to of 1998

MCI/WorldCom using Copper Mountain Equip. zdnet.com xdsl.com Bell Atlantic DMT based ADSL over ATM - read an analyst rept that thinks ALA and ADI have the best shot at this RFP. BellSouth using ALA and LU equipment. Testing COMS and CPQ modems: nwfusion.com BlueStar (small CLEC) using ASND equipment. biz.yahoo.com Is ORCTF content w/ GTE? or are they trying to win other US accounts?

To: shlomi cohen who wrote (1604)	11/19/1998 9:08:00 PM
From: savolainen	Read Replies (1) \| Respond to of 1998

[siemens] hi shlomi, ecilf/siemens cooperative adsl silicon is an interesting development... siemens seems to be lining up various partners/suppliers for the different dsl flavors.. ecilf for adsl, adtran(?) for hdsl2/sdsl(?), and orctf for vdsl.. it is interesting that both ecilf and siemens seem to be/have been using txn/amtx adsl silicon but now seem to be going their own way.. am not sure what, if anything this says about the txn/amtx product per/se, but my first thought is that these players want to control their silicon and while keeping margins manageable (no cuts to anyone else)... would also think this might put a little pressure on orctf/fujitsu in germany (and maybe elsewhere) as these two players are now working together... at least on adsl silicon.. still think performance/cost of silicon is gonna be key for everyone.. and believe orctf/fujitsu has a headstart at this point.. whether this is really true and/or how long they can hold it, time will tell.. don't know if you have followed siemens' "involvement" with dspg... they have licensed dspg core designs in the past.. and it's been rumored they tried (and maybe successfully) to raid dspg talent for the development of their own dsp core... now named carmel... late last year it was reported that they tried to lure away one of dspg's engineers who helped develop the Palm DSPG core. DSPG sued Siemens and the engineer and at the time had a temporary restraining order against siemens... never heard how that one played out.. but carmel is now up and running and is the core around which siemens is reportedly designing their glite adsl silicon with aware's help.. after reading your post decided to revisit siemens' website to see if anything new, dsl related, had shown up... interestingly there are now product briefs up for sdsl, adsl, and vdsl silicon.. am guessing that this vdsl silicon is the new harris/orctf: "POTSWIRETM VDSL Solution VDSL (Very high bitrate Digital Subscriber Line) is the fastest technology for communication on the existing conventional copper infrastructure currently available. The Siemens POTSWIRE technology VDSL chipset is a highly sophisticated 3-chip solution for a very versatile VDSL system. Based on the QAM line code the system complies with the upcoming standards. With symmetric or asymmetric data rates of up to 13 Mbit/s distances of up to 1.3 km are covered. It excellently deals with POTS/ISDN on the same twisted pair and xDSL services on the same bundle, and can also be configured to support spectral compatibility with amateur radio. Product Availability VDSL-D PEB 22812 Q1/99 VDSL-A PEB 22811 Evaluation Samples VDSL-L PEB 22810 Evaluation Samples" siemens.de --- best wishes s