We have not heard any reports of manufacturers being unable to obtain product, and increased interoperability at full-rate makes switching vendors more practical. DSL Prime understands that rumors of shortages are self-fulfilling, as manufacturers build inventory for protection. All chip vendors told us they could service their customers and commitments, but we confirmed this story before reporting it. They hope to have volume in the summer, and look for quick adaptation. The CTO of a leading provider was offered a package with options likely to be worth a substantial 8 figures in Europe, and at least three substantial Australians are looking for the expertise of an American partner.
Initial strategy is to concentrate on business districts and business customers.
We believe they can effectively compete in the marketplace and should resist entanglements with legislators. G.lite can go faster than 1.5 meg, our first source, Mark Peden, confirmed to us at DSLcon, and he reported several companies were working on it. Covad has tested line sharing in San Francisco, New York, Dallas, Chicago, Atlanta, and Minneapolis - that includes all of the regional Bells. Orckit and Fujitsu announced mass production of KeyWave, a single chip that integrates the analog front end with the traditional digital DSL chip. Orckit led the design, and Fujitsu fabs and markets.