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To: Frank A. Coluccio who wrote (11120)	6/12/1999 4:00:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

Bell Rings In With Excite@Home Plans multichannel.com A clip: Bell has a three-part plan for Excite@Home: Growing the Excite narrowband Internet service; boosting @Home's current subscriber base, and focusing on new programming opportunities for @Home's @Media service. Eric

To: Frank A. Coluccio who wrote (11120)	6/12/1999 4:09:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

Frank, ATHM should also be thinking in terms of extending their reach by means of all DSL and wireless services, as well. Why not? "All Band, All Device, All the Time" That is the motto. You bet they are thinking about it. Where it doesnt overlap cable of course. However peoples energies are finite. You might as well focus first on the areas where you are the strongest, where you are not just another "me too" provider. @home is an expert in connecting to cable modem systems. They are better at that than anyone else. Until they have the new backbone installed and a well developed content infrastructure they dont really have that much to offer competing in the DSL/Wireless/Fiber world of open access. They will someday. It would be quite ironic to find ATHM petitioning for access to a RBOC central office wouldnt it? Eric

To: Frank A. Coluccio who wrote (11120)	6/12/1999 9:06:00 PM
From: Raymond Duray	Read Replies (3) \| Respond to of 29970

Hi Frank, ATHM should also be thinking in terms of extending their reach by means of all DSL and wireless services, as well. Why not? Two reasons why not come immediately to mind. Re: DSL roll out rates are an astonishment to me. The RBOCs can see the LVLTs and GBLXs gathering momentum. They know that Armstrong has billions in new bond money to install HFC plant. And yet, the rate at which DSL proliferates has nothing to do with upcoming market dynamics or with the state of the art in DSL development. It has everything to do with maintaining the status quo as long as possible. Why ATHM should spend more than a nanosecond thinking about getting entangled in all the tariffed traffic, PUC brouhahas, and political machinations that is the world of the "old and soon dead" circuit-based PSTN is completely beyond me. Re: Wireless, to paraphrase: "Show me the product". Though COVD, NXLK, WCII etc have a great product for densely populated business locations, the suburban/exurban wireless solution at a compelling price level is at least 18 months away, and probably longer. Not that it can't be done, but it can't be done cheaply enough yet. Here in Bend,OR one quote on wireless IP access is Fractional T-1 (768Kbps) for $500/mo. plus installation. Not quite ready for the masses yet. Best, Ry