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To: Frank A. Coluccio who wrote (14542)	8/15/1999 3:08:00 AM
From: gpowell	Respond to of 29970

Frank, answers to your questions. Where would ATHM get this bandwidth to sell, once they have scorned their present owners? (assuming that is the case. Of course, in the unlikely event that the owners buy into this idea, then that's something else); ATHM (or some other network service provider (NAP))leases the right to use it - the MSOs own it and set the cost. [ii] Who would perform all of those additional installations, if ATHM did have the bandwidth to sell, and if they could attract the additional tiers of ISPs beneath them who would settle on a second (third?) fiddle role?; and, First, no tiers please. ATHM is the NAP and if the end user wishes to have ATHM as the ISP they can. I have coined the term User World Provider UWP instead of ISP. All UWP's exist at the same level - directly connected to ATHM's backbone. Additional installations? There are no additional installations other than what the MSOs deem necessary to maximize revenue generation under open access. [iii] Why would these installations take any less time to complete than ATHM's own offerings? Only the market place could really answer that. I suspect that demand would increase beyond what we see today such that implemnting a revenue aggressive tiered service plan would make sense and thus more money allocated for installations. Very difficult to say though - I could many problems here.

To: Frank A. Coluccio who wrote (14542)	8/15/1999 3:48:00 AM
From: KW Wingman	Read Replies (1) \| Respond to of 29970

<How long will it take T to redo their regional networks with the new 75 home architecture? To a great extent the answer to this lies in how much remaining plant needs to undergo their first upgrades, still, and the remainder has to do with the depreciation formulae they are using.> If the new equipment or installation replaces or makes part of the old installation worthless, that now worthless part of the installation can be immediately written off. You do not continue to depreciate a worthless item, you expense it in the current tax year. In this way T may not have to be stuck with obsolete technology because of the tax code. As you pointed out, there are many other factors to consider before the upgrades are done. Regards, Wingman