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To: Greg Miller who wrote (47132)	10/30/1999 8:00:00 PM
From: Black-Scholes	Read Replies (1) \| Respond to of 50808

Greg, it is my understanding that HLIT's technology (WDM) will REPLACE routers and hubs in the network. "Packeting" will only be necessary in the "periphery" of the network (like Divicom's compression techniques). WDM is a real threat to CSCO's existing business model - at least that is my understanding.

To: Greg Miller who wrote (47132)	10/31/1999 11:07:00 AM
From: Nevin S.	Respond to of 50808

Greg, interesting article, thanks for the post. My understanding of fixed wireless broadband access is that it is currently a great one way system for delivering content to subscribers. That is, system operators can broadcast large amounts of data/video to subscribers but reverse capabilities (subscriber to system operator) are limited. This essentially would require every subscriber to have wireless transmission equipment at their house or residence, which is possible, but I presume costly. Thus, at least in the short run, the two main contenders for interactive broadband access are DSL and cable. This is not to say that media content providers would not try to offer service to those who want programing and have no interest in interactive internet service, or, who can get it via DSL or cable. I could envision subscribers buying a DSL connection for internet access and looking to some other system to provide programing and entertainment.