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To: tom offenbach who wrote (17159)	11/19/1999 9:11:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 29970

You have put your finger on the Achilles heal of the DSL home market and why I've said there is a rising differential cost to scale with DSL. There is no way that the local carriers will oblige the CLECs on this front without due compensation. The carriers will go to court unless they get their fair share. This is something like OA. DSL providers concentrating on business DSL(BDSL) can get the carrier appeasing higher rates from business and still provide an inexpensive competitive intermediate communications solution. BDSL becomes the first iteration of QoS in the business retail market. The carrier doesn't get involved with the customer fulfillment aspect with all its headaches, but they get to participate in the boom in BDSL. Who is best positioned to benefit from this development? ATHM's partner in crime, NPNT. NPNT's relative position actually improves if the ILECs go to court to block line sharing. These two boys are putting on a heist.

To: tom offenbach who wrote (17159)	11/19/1999 9:47:00 PM
From: drmorgan	Respond to of 29970

chances are that your isp doesn't not maintain an aggregate amount of bandwidth relative to the amount they sell to dsl customers. Actually this local ISP of mine is quite good. They are very aggressive in their concerns not to over sale their bandwidth and they have systems that one can monitor and check this. They are very reliable too, from what I hear from friends who have "national" ISP's I would venture to say that my local ISP is typically better than probably any of them national guys. I get very good throughput when downloading and I will add that for many people a 256k DSL line would be just fine. But as "broadband" applications and services etc., Become more common place on the net then 256k is rather limited. Then add in the major problems of getting a 1mbps + DSL connection in regards to issues like your proximity to the CO. I've been saying for quite some time that the cable guys have an incredible opportunity and if they indeed continue the infrastructure upgrade then I see no reason why cable can't dominate in the broadband market. Let me emphasize what I mean by broadband, and that is Mbps type bandwidth. I'm not sure if that is technically correct and I don't care because all I know is measly 256k DSL connections are no match for cable. Now set me up with a 1mbps DSL line and my head just may turn. Hmmm, one problem that I see is how do the RBOC's like US West explain to their T1 customers that they are offering 1+mbps connections for lets say $50 per month including ISP charge. So far in the broadband game it appears that the DSL guys don't want to or maybe need to compete at this point on how much bandwidth they serve up. I can't wait to get my cable back as it doesn't look like US West is going to offer me Mbps service for a good price anytime soon. Derek

To: tom offenbach who wrote (17159)	11/20/1999 5:33:00 PM
From: Elsewhere	Read Replies (1) \| Respond to of 29970

when someone signs up for dsl, they get a dsl loop provider and an isp which are typically two separate companies with little influence over each other. The following article confirms your view in detail: The DSL Dance By Salvatore Salamone, InternetWeek Nov 19, 1999 (2:48 PM) URL: techweb.com Many compare the disjointed nationwide rollout of DSL service to the early days of ISDN. But it's actually much worse. With ISDN, at least you knew whom to call--the local Bell company--to find out if the service was available. DSL is offered by scores of carriers and service providers, so there's no obvious authority on availability. Clearinghouses of DSL availability information are emerging on the Web, but they aren't living up to their promise. (...)