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To: Bill Fischofer who wrote (10526)	3/6/2000 4:40:00 PM
From: Geoff Goodfellow	Read Replies (2) \| Respond to of 29987

Those who see no opportunity in voice should look elsewhere because there's really nothing else here. With apologies to Jon Koplik (#reply-13049275), would that be "Here is no 'hear' here." or "There is no 'hear' here." or "There is no 'here' hear." or "There is no 'hear' there." or "There is no 'here' here." ? Geoff

To: Bill Fischofer who wrote (10526)	3/6/2000 6:24:00 PM
From: mts362	Read Replies (2) \| Respond to of 29987

who is going to want to surf for $1+ per minute regardless of speed? Cost/minute will be reduced dramatically if (when) G* approaches capacity. Something like $.05 wholesale. Those who see no opportunity in voice should look elsewhere because there's really nothing else here. You could have said the same thing about cell phones a couple years back. Nobody was talking about data possibilities. Nobody knows exactly what the data capabilities will be on G* 3-4 years from now. MTS

To: Bill Fischofer who wrote (10526)	3/6/2000 9:22:00 PM
From: John Stichnoth	Respond to of 29987

Hi, Bill. Re: In a world of flat-rate unlimited net access who is going to want to surf for $1+ per minute regardless of speed? Let's not mix up two separate issues: 1. Demand in the face of a less expensive alternative: Of course, no one will/should opt for a $1 mou charge in the face of available local cellular charges. 2. Demand if no alternative is available: In this case, $1 per minute can demonstrably be shown to be an acceptable rate, at least in Japan. There, NTT Docomo has a huge hit on their hands, with 3.5 million subscribers already and growing fast. And their base rate is $1 per minute, apparently. btw, their bit rate is (surprise!) 9.6 kbps. This was reported in the March 1 issue of America's Network. The article isn't up on their web site yet. Other statistics: So-called "i-mode" is adding $13 per month to cellular subscribers' $67 per month voice bill. (Obviously, people are getting on, getting what they need, and getting off quickly). And the use of the service is reportedly very broad, including heavy penetration in the 20-somethings. With the success of i-mode in Japan, there is no longer a question of whether "people" will pay $1 per minute. The question is whether there are enough of them outside the cellular coverage areas. (And I think the answer there is pretty easy, too). Of course, then the question becomes whether our management can reach those potential customers. Best, John