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   Non-TechAmati investors


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To: Walt Deemer who wrote (31321)7/15/2002 2:24:59 PM
From: riposte
   of 31386
 
New Efficient ADSL CPE to use TI chips

New Efficient ADSL CPE to use TI chips

Efficient Networks, makers of DSL bridge and router gear, announced a deal to use silicon technology from chipmaker Texas Instruments in a majority of the company's next-generation ADSL gear.

Efficient will be developing ADSL products using TI's AR5 chipsets, which will include a future product family of bridges, routers and residential gateways. Company sources said that the deal will bring TI chipset technology to about 90 percent of Efficient's future ADSL development.

The AR5 chipsets from TI use digital signal processing (DSP) in the physical layer and provide a firmware platform for development as well.

Also, because the AR5 has an open software architecture, Efficient developers can add on higher-layer networking and applications software-like customer self-install capabilities, VPN, or firewall technology-in their future ADSL product development.

Another consideration for Efficient in choosing TI is the potential for advanced interoperability testing, as TI has become a leader in testing physical layer performance and translating that into operator relationships. "That was a very important piece for Efficient when they were looking for a majority supplier," said Nancy Fares, CPE Business Manager for Ti's DSL unit.

-Duffy Hayes


URL: cedmagazine.com

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To: Walt Deemer who wrote (31321)12/26/2002 1:34:16 PM
From: riposte
   of 31386
 
Happy HoliDAZE to all Amatians(Amatites?)!!!!!

It's been an interesting year.

All things considered, I'd rather be bored.

Best Wishes,

-Steve

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To: Walt Deemer who wrote (31321)4/1/2003 8:20:32 PM
From: riposte
   of 31386
 
A new era -

Well...as of tomorrow, I'll have my DSL connection.

It would have been way cool to see "Amati" on the front of this modem instead of "Sprint" (it's actually a ZyXEL zyxel.com )

Hope it's better than sex, but we shall see.

Regards to all,

-Steve

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To: riposte who wrote (31331)4/2/2003 6:40:48 AM
From: Walt Deemer
   of 31386
 
>Well...as of tomorrow, I'll have my DSL connection.

>Hope it's better than sex, but we shall see.

It's not -- but it's faster.

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To: Walt Deemer who wrote (31332)4/2/2003 8:33:54 AM
From: riposte
   of 31386
 
LOL!!!!!

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To: Walt Deemer who wrote (31332)7/16/2003 1:50:22 PM
From: JW@KSC
   of 31386
 
Walt - Is it DSL or DSL Lite?

Wow Time Flys! I hate to say it, but I'm on Cable, at 12MB I'm Happy. I'm using Brighthouse (old TWC)
I must admit 2.5 years now and no problems..

The other day I called Brighthouse and said
"I Want My DVR" I got it, it's the best thing since..........................................DMT!

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To: JW@KSC who wrote (31334)7/16/2003 1:56:26 PM
From: Walt Deemer
   of 31386
 
DSL! My little box thingee on the taskbar with the two TV monitors says "Speed: 1.4 Mbps".

I guess my sources were right after all; Amati had the technology but not the financial strength. Sad...

Hope all is well up on the Cape and that you have all recovered emotionally from the horrible tragedy back in February.

-- Walt

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To: Walt Deemer who wrote (31335)7/16/2003 7:17:58 PM
From: riposte
   of 31386
 
Hello, All!

I've had my Sprint DSL for awhile now, and it's quite nice.

I'm getting about 500K down. I could upgrade to 1.5MB/s for $15/month, but this seems good enough.

I can't look at that Sprint DSL modem without thinking of our day here on the AMTX thread.

Oh well...I'm on to other "Next Big Thing" stocks now.

Regards all,

-Steve

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To: Cham Yean who started this subject8/17/2003 3:21:46 PM
From: riposte
   of 31386
 
World DSL sales up, but revenues drop

By CNET News.com Staff
August 15, 2003, 10:40 AM PT
news.com.com

The worldwide market for digital subscriber line (DSL) equipment witnessed strong growth in the second quarter of 2003, with the Asia Pacific and Latin America regions topping the charts, according to preliminary results from the research firm Gartner.
However, average vendor revenue per port has dropped from $95.9 in the first quarter of 2003 to $84 in the second quarter.

"Cost is clearly the key in the DSL equipment market," Jouni Forsman, principal analyst for Gartner’s telecoms group, said in a statement. "Prices will continue to be challenged. Vendors must continue rolling out increasingly cost-effective equipment, while maintaining future value-added service capability of the platform."

For the third consecutive quarter, DSL gear sales posted record growth. Global sales for DSL access multiplexer (DSLAM) ports reached 9.8 million units, up 81.3 percent from a year ago and 16.5 percent over last quarter. Similarly, shipments for customer premise equipment (CPE) increased 59.5 percent compared with last year and 16.2 percent over the last quarter.

Gartner said Japan and North America registered declines in sales growth. "The regulatory situation in the United States is difficult, and the competitive power of cable is strongly felt. Major incumbents are also looking into fiber as a DSL alternative," the research firm said.

Vendors should expect the European and Chinese markets to be the major growth drivers for the next few quarters, the firm added.

"China will continue to increase in importance as an individual key market," said Gauri Pavate, principal analyst at Gartner’s telecom group. "CPE shipments will have to increase to catch up with the installed base of central office (CO) ports, and the unit growth on this side of the business will be stronger than CO in the future."

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To: Cham Yean who started this subject11/3/2003 9:27:41 AM
From: riposte
   of 31386
 
Conexant to buy GlobespanVirata for 14% premium

The fun continues...

6:43am 11/03/03

Conexant to buy GlobespanVirata for 14% premium (GSPN, CNXT)

By Tomi Kilgore

NEW YORK (CBS.MW) - Conexant Systems (CNXT) announced an agreement to acquire GlobespanVirata (GSPN) , creating a company with a combined market value of $2.8 billion. Under terms of the deal, Conexant will exchange 1.198 shares of its stock for each GlobespanVirata share outstanding. Based on Friday's closing prices, the deal values GlobespanVirata $7 a share, or a 14 percent premium. With 138.5 million diluted GlobespanVirata shares outstanding at the end of September, the deal values the chip company at approximately $969.5 million. Upon completion of the transaction, which is expected to be in the first quarter of 2004, Conexant will own 62.75 percent of the combined company. Conexant shares closed Friday down 25 cents at $5.84 and GlobespanVirata fell 82 cents to $6.15.

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