Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Brian K Crawford who wrote (75)	9/4/1999 9:21:00 AM
From: Mike Buckley	Read Replies (2) of 1817

Brian, About xDSL: The RBOC's will be moving fast because that last mile is theirs and they want to keep it that way. The reason the RBOCs have restrained the use of xDSL is because it has had problems I'm sure you're familiar with and because it cuts into the dollars generated by their highly profitable T1 lines. Those reasons remain in effect today. Progress is being made with xDSL but I wouldn't characterize the RBOCs as "moving fast." My point is that AOL will need to rely on all the other fine points you made because xDSL probably won't be a significant contributor to their success for a very long time. Just my opinion. --Mike Buckley P. S. Yes, I'm long in ATHM and am just as frustrated with cable's expansion problems too.

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