To: Scrapps who wrote (1671 ) 1/14/1999 12:09:00 PM From: D.J.Smyth Read Replies (3) | Respond to
if you're asking is there a significant technological difference bw AWRE ADSL and ORCTF's, the answer I believe would certainly be no (ask savolainen or others this though). both are splitterless per the G.Lite standard. the issue is getting the telcos to adopt your particular brand of ADSL. AWRE's intial balance sheet doesn't compare well against ORCTF's (20% the revenue, and 200% the market value). they, however, depend heavily (almost entirely) on licensing revenue, and thus, are more dependent on telco agreements. ORCTF has revenue from different sources including manufacturing and licensing. The AWRE agreement with Compaq was, probably a upstaged marketing ploy (against Dell, I presume) by Compaq as you can include an AWRE ADSL modem in the box but if your local telco service provider is GTE who offers ADSL service (and ORCTF modems), it is likely, at this current stage, that the AWRE modem won't speak to the local provider and will act, instead, only as a regular modem works. Dell does it differently. They first ask who your service provider is, i.e., say GTE, then they supply the particular ADSL modem which speaks to your service provider. So, Dell will supply ORCTF modems per their GTE contract if GTE is your service provider, and likewise AWRE modems if Bell is the service provider. ORCTF believes potential for 99 could be as high as 6 million lines. Bell believes potential could be 7 million lines for their customers. ORCTF has multiple contracts with multiple telcos. It would appear on the face that ORCTF is a better buy.
