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To: E. Davies who wrote (16115)	10/11/1999 6:51:00 PM
From: matt gray	Respond to of 29970

I agree that they will need to build fiber deeper into their systems to feed their digital loop carrier systems. This is a forklift upgrade and at least in my area they seem to be along way from this type of conversion. They still feed SLCs with copper T-1s in this Bell Atlantic Service area. The addition of fiber would seem to be a forklift upgrade. Not only is this very expensive [DSC now Alcatel DLCs] not only in fiber placement [which is required by in house resource limited union labor] but the electronics are very expensive. The cost for HFC nodes is 5k or less while the cost for DLC upgrades is probably 10x this price. Then one has to ask the question of what the regulators will say about these expenditures? Are the shareholders of a Bell Atlantic willing to make this investment and what effect will this have on earnings? Are they more compelled to worry about entering the long distance market than the ISP business? IMO given the above mentioned issues for rural service areas it would seem that cable modems have major competitive advantages for at least 2 years.