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To: Steve Fancy who wrote (6912)	5/4/2000 5:59:00 PM
From: Kenneth E. Phillipps	Respond to of 12823

May 4, 2000- First Quarter DSL Subscriber Figures Explode Digital subscriber line (DSL) installations have quickly accelerated during the first quarter of 2000, spurred by aggressive incumbent local exchange carrier (ILEC) deployments and new competitive local exchange carrier (CLEC) entrants into the residential broadband market. SBC Communications said it has now installed 201,000 lines, US WEST announced 136,000 provisioned lines, and GTE installed 88,000. Covad, one of the CLECs entering the residential market, announced 100,000 lines installed through the end of the first quarter. Bell Atlantic, a late-comer to the broadband race, announced 60,000 installed lines, doubling its year-end 1999 figures. The Yankee Group believes the newly announced results bode well for the DSL industry specifically, and the broadband market in general. Cable modem providers captured the lion's share of subscribers in 1999 (we estimate their year-end 1999 U.S. residential subscribers at 1.1 million versus 320,000 DSL subscribers). This strong showing in the first quarter of 2000 by DSL providers indicates that progress is being made dealing with nagging rollout issues such as line qualification, testing, and provisioning. DSL providers that are successfully dealing with these issues will be rewarded with healthy consumer demand and the potential for additional revenues, using the broadband pipe as a platform for advanced services. Overall, the broadband market will benefit from this surge in DSL subscribers, as more aggressive rollouts pique consumer interest and alternative broadband providers come in to grab subscribers that DSL can't reach. Visit the Yankee Group Consumer Market Convergence Planning Service Home Page. yankeegroup.com