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To: MikeM54321 who wrote (6581)	3/8/2000 3:15:00 PM
From: Stephen L	Respond to of 12823

Some would argue that what you are buying is the opportunity to increase building "penetration rates" from negligible to some positive number. From what I have read, only one of the players has a team with proven telephony marketing experience: and they are selling the old stuff. Hmm CLEC food or just plain toast? That is the question. Steve

To: MikeM54321 who wrote (6581)	3/8/2000 3:44:00 PM
From: akmike	Respond to of 12823

My perception is that the "1st pipes connected to the desk-top advantage" is what is being capitalized. As Frank alluded in his post, the building owner can make it "convenient" to use this service vs. competition. Does anyone have any comment on the potential conflict for someone like Sam Zell to be a significant investor in ARCC or Broadband Office when his publicly-capitalized REIT owns the buildings? The REIT will realize a revenue stream from the service, hence the recently-lobbied change in the tax code to define that income stream as "real-estate" related.