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Technology Stocks : InfoSpace (INSP): Where GNET went! -- Ignore unavailable to you. Want to Upgrade?

To: RTev who wrote (12652)	10/6/1999 9:09:00 AM
From: sandintoes	Read Replies (1) \| Respond to of 28311

I looked into DSL here and was thinking seriously of switching, but it was too expensive. BLS was having a free installation if you joined by Sept 30th, but there was a $99 joining fee, and then it was $62 a month. I really wanted to change, but not for that large an increase. Maybe if the price comes down, I will consider it.

To: RTev who wrote (12652)	10/6/1999 9:22:00 AM
From: yzfool	Read Replies (1) \| Respond to of 28311

Rtev, IQC charts with multiple browsers @9am via Road Runner cable: 741.8Kbps or 90.9kbytes/sec. Good article. Confirms our conclusion that both cable and dsl access are viable solutions with no clear winner yet. Regional availability and economies at play. Clearly, each mode is a hedge against the other at this time as T/PA-RCNC/etc. have demonstrated. Another good article about PA's recent acquisitions from :http://www.zdnet.com/anchordesk/story/story_3932.html

To: RTev who wrote (12652)	10/6/1999 1:48:00 PM
From: PatrickMark	Read Replies (1) \| Respond to of 28311

Thanks RTev, Berst's prediction notwithstanding, he does a good job of capsulizing the race. I agree with him that it's a tough call and also with the final point he made: "AND THE WINNER IS... You. The Internet cannot evolve to its next stage without fast-access. The competition will be fierce, and the fight will get ugly. But that will translate into lower costs and greater access for the consumer." Since we're comparing DSL/cable costs (relevant in light of our discussion), my neighborhood is not yet served by TCI. Last time I checked on DSL (about a month ago), I was not within US West service area, but Covad offered me 144k service for a modem/installation fee of $610 and then $85/month. The 256k through US West (if available) would run about $50/mo (including ISP) plus modem/setup charges, I believe. The only conclusion at this point, I guess, is that prices vary widely (even within a given metropolitan area), and are constantly changing. By this time next year, many of us will have much different stories to tell, I'm sure. Changing the subject a bit, I agree with levy's earlier comment that Monday's announcement was really two separate announcements: 1) the RCN investment and 2) formation of Broadband Partners. Too bad they got rolled together, with the RCN investment being the headline, as I think this was another contributing factor to lack of effect on GNET's price. From the GNET perspective the Broadband Partners announcement is much more significant, IMO. It answers a question I have had regarding how will GNET organizationally handle current services and a broadband-specific program at the same time. I had envisioned a separate division, but I like the Broadband Partners solution much better. From the following article, which focuses on Broadband Partners, here's a comment I alluded to previously from VV's Savoy: "The next wave of consumers who will embrace the Internet won't be those with PCs," Savoy said. "It will be those with TVs." seattlep-i.com A couple of other interesting bits from that same article: Savoy said Broadband Partners' offerings will be available in late 2000 to Charter and RCN subscribers. They will be then be offered to other cable companies. And, (CTCH?): Those services could include entertainment, electronic commerce, games and video on demand, Peterson said. Additional services to be offered will include e-mail, instant messaging and chat facilities, Savoy said. PM P.S. yz, I'm posting from my 256k DSL at work and just ran the MSN speed test, 4 browser windows open, but nothing streaming. 1236.4 Kbps, 151.5 K bytes/sec. FWIW.