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To: MikeM54321 who wrote (5564)	10/17/1999 9:01:00 AM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 12823

Bloomberg News reports that SBC will spend $6Billion over next 3 years for fast internet access equipment. Fiber optic lines will connect 25,000 remote terminals to 1,400 COs quote.bloomberg.com It will be interesting to see what equipment vendors get this business.

To: MikeM54321 who wrote (5564)	10/17/1999 5:58:00 PM
From: Gregory Rasp	Read Replies (1) \| Respond to of 12823

Mike, great post. I agree with the majority of your comments though I am much more bullish on NT and a little less on LU. I am wondering about your thought on some of the other DSL players (CMTN, RDBK, COVD, etc.). Anyone else's thoughts are welcome too! GR