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To: MikeM54321 who wrote (6861)	4/18/2000 6:07:00 PM
From: Frank A. Coluccio	Respond to of 12823

Mike, re: "I'm not sure what to make of this" I think that it's fair to assume that fiber continues its slow creep deeper into the crevices of urban areas, just as it does (more quietly) into suburband and semi/rural residential districts by the incumbents. It's not unreasonable to envisage many of those larger office buildings (which would be used as broadband wireless hubs) which currently do not have fiber getting it over time, thus facilitating their ability to penetrate additional office buildings down the food chain with fixed wireless links. Fiber creep, in this case, also facilitates the ability of the broadband wireless plays to deliver their services by air. FAC

To: MikeM54321 who wrote (6861)	4/18/2000 10:21:00 PM
From: Raymond Duray	Read Replies (2) \| Respond to of 12823

Re: Latest from Insight Research Hi Mike, FYI: 128.121.102.2:80/FMPro?-DB=insight_reports.fp3&-lay=Layout+%231&-Format=insight/summary.html&-RecID=3&-find=Start+Search" Report Title: "DSL vs. Cable Modems: The Future of High-Speed Internet Access 2000-2005" Statistical Highlight: DSL vs. Cable Modems There were about 589,000 DSL lines installed as of the end of 1999. Currently, data CLECs have made over 3,100 central office DSLAM installations throughout the US. (Some of these installations are in the same central office.) ILECs are not far behind, installing DSLAMs in almost 2,130 of their central offices. Despite DSL?s great progression over the last year, INSIGHT predicts that cable?s early lead and continuing network buildouts will give them a slight edge over DSL in terms of connections by 2005. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ My recollection is that there are about 14,000 LEC CO's in the US. Can anyone corroborate this as a fact? Best, Ray

To: MikeM54321 who wrote (6861)	4/19/2000 12:50:00 AM
From: Bernard Levy	Respond to of 12823

Hello Mike: The reason for the almost geometrical rate of increase in Winstar's building deployment is that most of their deployment thus far was of the point to point variety. This requires installing two radios for each link. Winstar is in the process of shifting to point to multipoint, where one hub radio can then cover a number of buildings, so that only one radio per link needs to be installed. The cost per building covered goes down, so that marginal buildings then become profitable. Best regards, Bernard Levy