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To: savolainen who wrote (1696)2/3/1999 9:31:00 PM
From: savolainen  Respond to of 1998
 
[more stuff]

hi all

just realized that the last link for mci/worldcom probably didn't reference copper mountain, so here's one which does... and gives a little more context:

---
...Telechoice Take

Today's announcement launches a noble effort by MCI WorldCom to bring DSL to the masses. This particular announcement tells us the following things:

A relaunch of the existing UUNET business offer with a lower price point than originally available

A launch of a trial of a consumer product offer in conjunction with AOL and EarthLink at a price point very consistent with the competitive cable modem offers in the marketplace.

These offers will be accomplished by transport of Internet traffic via the UUNet backbone with the access technology consisting of a combination of resale of ILEC and CLEC DSL offers along with facilities-based DSL deployment by MCI WorldCom. For MCI specific deployment, Copper Mountain DSL equipment will be utilized, while resale offers will mirror the equipment from each respective ILEC or CLEC.

We applaud MCI WorldCom for trying to pull together a ubiquitous solution on a nationwide basis with consistent price points. This is a huge challenge to tackle given all of the different intricacies of service offers across the resale providers they most likely will be doing business with.

It will also be interesting to see if this trial with AOL will actually facilitate an AOL supported DSL offer that takes us beyond the other trials AOL has completed with other service providers.
xdsl.com
---
and checking out the copper mountain rather unabashedly self promotional video (which is pointed to from the rok website):
coppermountain.com

rough transcription of video:

---
Rockwell: The next revolution in computing will be high speed connections

Copper Mountain: The new game is high performance remote access

Intel: Without higher speed communication eventually this industry will
slow down and with high speed communication it will actually accelerate.

Analyst: Gigabit services almost immediately. We think that's exciting and
a winner.

Copper Mountain: We're bringing together the performance of personal
computers, the DSL technology, and the explosive drive of the internet.

Copper Mountain: It's not really just about delivering a product that's
faster, it's about delivering a product that people will use.

Analyst: The new modems coming out at 56k are much slower than the 10
megabit or 100 megabit networks that you're using in your office
environment. People are becoming very frustrated with the lack of
bandwidth.

Intel: (avram miller) We were looking at the fiber to the curb
technologies, cable technologies, high speed wireless technology, and we
were really delighted when we started to realize that the DSL technology
could be applied to provide high speed connectivity to homes and businesses.

Rockwell: (ron cates) Copper mountain networks is one of the first companies
to recognize that symmetric digital subscriber technology has matured


Analyst: (bobbi murphy) What really caught my attention about the copper
mountain announcement was their pricing, and when i did a volume analysis I
believe that they can offer their customers a price of, in volume, about
300 dollars per line, and there is no other DSL company that can do that
today.

Copper mountain: (mark handzel) Applications include: video conferencing,
high speed data networking, telecommuting, remote office, remote LAN access.

Copper mountain: (steve hunt, vp) We put together a really talented team of
people from a lot of well established companies as well as other startup
companies.

Rockwell: (dwight decker) Copper mountain is a very focused, entreprenurial,
fast moving company that we can partner with to make change happen as
quickly as possible.

Intel: We want to help a company like copper mountain reach their goals as
directly as possible: their success is our success.

Copper mountain: (joe markee) With PC technology from intel, and the
transmission technology from rockwell, we are able to revolutionize the DSL
market.

Rockwell: Copper mountain's product is innovative in the sense that it
takes our zipwire modem technology and creates a rate adaptive system which
optimizes the data rate to the maximum available for the line conditions a
customer is attatched to.

Rockwell: Zipwire is a single chip DSL implementation which provides the
user with the lowest cost and highest integration solution.


Copper Mountain: Plug it in and it goes. It runs at full DSL rates, it's
easy to use, it actually looks pretty nice too.

Analyst: The number one asset of the telephone company in the US is their
copper plant.

Rockwell: We feel the copper mountain product based on zipwire technology
meets both the performance and the price target and that service providers
will embrace them and deploy them quickly.

Rockwell: Lower cost than ISDN, it's faster than ISDN, it gives the
telephone companies a tool which will allow them to offer internet
connectivity solutions at much higher rates and much lower cost.


Copper mountain: The longest loop reach, lowest power consumption, lowest
price, highest density, and highest speed of any product in the market.

Copper mountain: We have the right talent, experience, investors, partners,
and the right products to capitalize on the biggest telecommunications
opportunity of this decade."

---

and copper mountain hasn't decided/announced adsl silicon (faq):

"Q: What about full rate ADSL? Any plans?

A: No plans at this time—for pragmatic reasons. The chipsets are available, but Copper Mountain believes symmetric 2B1Q-based offerings make far more sense for a variety of reasons (power, density, number of chips). UADSL will be a more pragmatic version of full rate ADSL.

Q: Is Copper Mountain a member of the UAWG?

A: Yes. Copper Mountain is a founding member and active participant of the Universal Asymmetric Digital Subscriber Line (UADSL) Working Group, or UAWG. The UAWG is a consortium of leading networking, computer and telecommunications vendors. The goal of the group is to define a simplified, open, interoperable version of ADSL that will deliver cost-effective PC-based communications to consumers over standard telephone lines, at speeds up to 25 times faster than today's state-of-the-art analog modem technology. The UADSL implementation will look more like today's SDSL offerings, with mid-band speeds in the 1.5 Mbps range and below.

Q: Copper Mountain currently doesn't have a provision for POTS support. Will that limit deployment?

A: It hasn't limited deployment in the small-to-medium business market much, if at all. There, DSL is being sold as a "second line" service, and POTS voice is not expected or particularly valuable, as most businesses choose to segregate voice and data services to optimize functionality and security.
(well they just sidestepped the splitter issue altogether.. ;) .. )

POTS may be a factor for very small businesses, home offices and teleworkers, and voice and data on the same line will certainly be a factor for consumers. This is why ILECs may have an advantage over CLECs in targeting residential consumers. It is difficult for CLECs to handle POTS voice, since they are precluded from putting a voice switch into the ILEC wiring center.

Copper Mountain listens to its customers. If customers want a UADSL card with POTS support, Copper Mountain will accommodate them. The company's product calendar calls for both UADSL and HDSL-2 line cards in 1999, to operate concurrently with our existing line cards in the CopperEdge platform. This will maximize flexibility and value for the installed base. "
---

enuf for now,
s



To: savolainen who wrote (1696)2/4/1999 4:02:00 PM
From: J. Patrick Coffey  Read Replies (2) | Respond to of 1998
 
Good contributions. I think the information I got off of Aware's site is worth sharing. It actually associates PairGain with Rockwell and not Orckit. Maybe PairGain will be the sleeper stock that catches us all by surprise. They were the first company to dabble with HDSL and have pushed it as their primary product for some time. Yes, Coppermountain seems to be paying homage to the HDSL technology and I believe they have a reference to a Telechoice article supporting the viablity of HDSL2 (I'd reference it, but it has been a while and I don't know where it is on their site.) Anyway, the following is from Aware's home page:

aware.com
Core Technology Providers
Core DSL technology providers supply the intellectual property, including patents, system designs and models, and software that are required to build the integrated circuits that are required to build DSL equipment. Technology providers may be delineated across two key dimensions:

Standards-based (DMT) versus non standards-based (CAP & QAM)
The principal providers of standards-based DMT technology include:

Aware, Inc.
Orckit Communications
Alcatel
Amati/Texas Instruments
PairGain Technologies
Independent versus Captive or Exclusive
Examples of companies that are independent suppliers of technology to semiconductor customers include:

Aware, Inc
Orckit Communications (*)
Examples of companies that are captive to larger vertically integrated organizations or exclusive to a particular semiconductor manufacturer include:

Alcatel (captive to Alcatel)
Amati/Texas Instruments (captive to TI)
PairGain Technologies (exclusive to Rockwell)
Key Point
Aware is one of the only truly independent suppliers of core DMT-based DSL technology. (*) Orckit is largely pursuing an DSL equipment strategy versus a technology licensing strategy.

I hope this will help as we try to determine who the key players are in this burgeoning market. I say we need to keep our eye on PairGain in addition to Orckit. Additionally, PairGain makes money and is well established in the DSL market with a Market Capitalization of around $800 million.

- The Zonian