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To: Scrapps who wrote (6370)	5/25/1999 9:45:00 AM
From: Elroy	Read Replies (1) \| Respond to of 9236

Broadband push may trample dial-up ISPs news.com Forrester predicts that the number of people switching to broadband service from traditional dial-up will pass the number of new dial-up subscribers in 2002. By 2003, more newcomers to the Internet will be signing up on broadband services than over dial-up lines, the company predicts. This will happen as computer companies start bundling broadband access devices like Ethernet cards along with computers instead of traditional modems.

To: Scrapps who wrote (6370)	5/25/1999 1:00:00 PM
From: SteveG	Read Replies (1) \| Respond to of 9236

details you WON'T find on a website (ie., take it or leave it) 1) AWRE will not have a lock on G.lite (contrary to the implication in H&Q Mike Neiberg's report). There are more than 15 companies with G.Lite algorithms, and since the standard is been being worked up by all these folks, it will NOT be proprietary to anyone's IP. And the more generic idea of splitterless is also not unique, such that if AWRE somehow applied for and gets this, legal guys know it won't stand due to confirmable prior art The only other generic is "fast retrain" (when you pick up a phone on a splitterless ADSL line, the rate drops down toward zero, and can take quite a long time to get back up to speed. Fast retrain helps (but doesn't solve) this problem (and it will be part of the standard), and has also confirmably been around for a number of years with implementations by a number of different companies. 2) For the voluntary licensing of AWRE tech IP, expect 3-5% of chip ASP, which should be in the $10 and lower range by later this year to next year, with a likely lower minimum at ~.25/chip. The lower end of .25 to .50/chip is the likely price that models will (or should) incorporate for next year and beyond. 3) If you trade/invest only on URL confirmable info, (ie., you don't/can't do any due diligence beyond some web clicking) well, good luck! PS - the ADSL interoperability expected at Supercom will be a MAJOR step forward for the ADSL field.