Charlie, CC:
Great question on the CC, what do you think about the points made:
1. BA-DSC on track, 2 mill lines 1998 with commercial deployment in September. 5 mill lines 1999 which could double. Also will be offered 640K speed for either: 1) $99 modem package, $59/mos if using BA as ISP or 2) $325 modem, $39/mos to BA with other company ISP access charge/mos. WSTL's MZ talked like BA's acquisition cost for the WSTL modems was somewhere between $99-$325/modem. If deploying 2 million modems this year at $200/modem (guess) that would amount to $400 million in revenue. Sounded like the gross margin would be very low, don't know how much profit WSTL would make on this. Do these numbers or the reasoning sound faulty????????
2. BT early 1999, already shipping CAP, but sounded like test modems.
3. BC shipping CAP, but BC will be going ALA
4. BA has 41 mill access lines (BIG customer)
5. GTE relationship + CLEC next 2 quarters (did I hear this right)
6. Think by year 2000, 25% of homes will want high speed access
7. Likes the cable hype, may push telcos
8. They are focusing on Price, Performance, Power and Availability.
Mike |
