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To: Jack Hartmann who wrote (18970)	1/18/2000 2:49:00 AM
From: ahhaha	Read Replies (1) \| Respond to of 29970

If TCI in IL has about 20,000 cable TV subscribers in an geographic area in IL. then ? You are saying that ATHM could deliver @Home into our territory cheaper than it would cost TCI to built their own network to compete against ATHM? This sentence is incoherent. I would have figured that TCI would get a better subscriber percentage than a new entry such as ATHM since the cable TV users are already familar with TCI. But you didn't and thankfully so because this sentence is built on the previous one and the previous one is incoherent although it can be seen that this one has its own ambiguity. If the cost of building the network for cable is expensive, then the DSL network must be at least 75% cheaper to start since we have at least four companies (Ameritech, GTE, Covad, UUNet) pushing DSL in Chicagoland to none for cable. This sentence is non sequitur. This is proper use of the term "non sequitur" in contradistinction to its recent misuse on this thread. It's equivalent to "apples are red and oranges are tart, so red and tart are colors". The costs of DSL build and cable build are independent and disjoint. Further, the fact that companies are deploying DSL has nothing to do with its cost whatever that is and nothing to do with what a cable company is doing in cable. DSL uses the existing copper infrastructure. Cable attempts to use the existing cable TV infrastructure but substantially more has to be done in the latter case such as HFC upgrade. Neither install is economic. I see DSL getting a jump on cable that will be hard to beat. Not true. DSL is failing as we speak. That's no great shakes for cable since cable is in the hands of endless numbers of rich, powerful, and important people, all of whom are incompetent. I don't see any statistics of DSL users switching to cable. Did anyone on SI switch from DSL to cable? Would anyone switch from DSL to 33.6? Oh. Some would if it were AOL at 33.6. Your name is at the top of the page. It isn't necessary to sign your posts. I know you don't believe it, but your audience might actually be able to read.

To: Jack Hartmann who wrote (18970)	1/18/2000 8:08:00 AM
From: E. Davies	Read Replies (1) \| Respond to of 29970

I'll take a stab at it. You are saying that ATHM could deliver @Home into our territory cheaper than it would cost TCI to built their own network to compete against ATHM? TCI (which is AT&T) is the majority owner of @home. In essence the cable MSO's have gotten together to "build their own" and ATHM is the result. Why should they "build their own" again? If the cost of building the network for cable is expensive, then the DSL network must be at least 75% cheaper to start since we have at least four companies (Ameritech, GTE, Covad, UUNet) pushing DSL in Chicagoland to none for cable. The number of DSL companies is irrelevant, since they are all competing over the same wires. As I understand it DSL in general is less expensive to establish in urban areas where the distances to the central office tend to be short and cable finds it difficult to re-pull new wiring. The balance shifts in suburban and rural areas. I don't know how the reason why @home is not in your area, but it is a matter of cost/return economics. Only ~25% of all ATHM territory has been upgraded, they still have a lot of room to grow. My understanding is that DSL has been installed in even fewer areas. Did anyone on SI switch from DSL to cable Nobody yet has a feel how hard it might be to switch an established DSL user to cable or visa vera. One thing I can say is that in general cable can give you more for your money. Eric