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To: patrick tang who wrote (15085)	9/17/1998 4:34:00 PM
From: shane forbes	of 25814

Patrick: They could be getting into xDSL eventually you're right but my sense is that this is more a handset thing right now. FWIW I am a bigger fan of the handset thing right now than an xDSL fan. Viable monster market right now and for several years. xDSL still has the lethargic telcos to deal with and my sense at least for now is that cable will be hurting xDSL at better than 2-1 or 3-1 deployment for home use. But it is still very early to pick sides I think - both should do quite well. Shane.

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