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Technology Stocks : How high will Microsoft fly?
MSFT 483.03+0.5%Dec 5 9:30 AM EST

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To: ericneu who wrote (19282)3/30/1999 1:23:00 PM
From: Teflon  Read Replies (1) of 74651
 
Eric,

I just went ahead and decided to ask you a few more questions. I assumed you wouldn't mind.

1) I assume Seattle is in US West Territory (sorry folks, I don't live out there so please excuse the ignorance), thus US West is the RBOC. If that is the case, then is it likely that the main goal of US West (and other RBOCs) is to lease out their network to ISPs so that the ISPs can provide the DSL Service under their private label, with the RBOC merely being the owner of the broadband pipe? Or is it likely that US West themself will want to offer ISP service under their own brand name (much like AT&T World Net) in which case they will be competing with ISPs that they lease space to on their own network???

2) Can multiple ISPs offer different DSL service to the same Home over the single last mile twisted pair wire that feeds that Home???

3) How much infrastructure will MSFT have to put in place, either at the CO or elsewhere, in order to provide DSL service? Or will MSFT essentially rent/outsource time and use on other existing ISP equipment or the equipment of the RBOC?

Any and all answers to these questions are appreciated. Thanks again, Eric.

Teflon
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