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To: pat mudge who wrote (203)	3/1/1999 9:42:00 PM
From: Rex Dwyer	Read Replies (1) of 2347

pat, I would live to hear your input on the following: What competition, if any, is there for cable modems once the cable company and the ISP decide what equipment to support? In other words, the growth here might be just a matter of the customer adoption rate. In my neighborhood, I have only one choice for cable modem access. I couldn't buy a MOT or TERN modem even if I wanted to. Given that, the real potential market size figure is the "homes passed" figure. Given the rush for bandwidth that is happening, the "homes passed" number would tell you how big the company can get. The competitive situation occurs at the ISP. Does this jive with what you know? Rex ($23 5/8)

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