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To: Frank A. Coluccio who wrote (23033)	6/7/2000 12:01:00 AM
From: Solid	Read Replies (1) \| Respond to of 29970

I've maintained that same belief for some time, as you probably know.. but we don't have to belabor that one just now. Anyway, my tendency now is to soften up a bit, but not so much so as to lose my orientation. I say 'soften' because I'm seeing a gradual movement --as though a just-in-time regimen of provisioning were the best alternative to meeting the tsunami we've come to know as the Internet-- to performing upgrades over time, one way or the other. "It'll get done, don't worry," is the sense I get. Wow, there is hope for the investor! I follow your arguments and agree in principle. In practice, in the daily warfare of commerce and deals and strong arm and compromise, it is nice to see a subtle head nod of tolerance to the way it currently is. I continue to learn from your posts Frank and appreciate the time you put into them. S

To: Frank A. Coluccio who wrote (23033)	6/7/2000 12:35:00 AM
From: ld5030	Read Replies (1) \| Respond to of 29970

Hello Frank, In what way do you think that ATHM can help push the final solution along? I was thinking that maybe they could build a small, ideal network of their own in non-MSO partner territory. Some sort of demo space to show how it should be done and how profitable it could be. Or perhaps an incentive program for each house upgraded--less fraction of the sub fee for ATHM for awhile, or a warrant on ATHM stock. Otherwise Home just sits and relies on their "partners" to get off their duff.

To: Frank A. Coluccio who wrote (23033)	6/7/2000 1:14:00 AM
From: gpowell	Read Replies (1) \| Respond to of 29970

Is that what they claimed, demand, instead of bandwidth? Whoops, it looks like you caught me. That quote is from Patrick Harshman of Harmonic. "A network trend we're seeing is the data traffic is turning out to be much more symmetric than operators initially anticipated," says Patrick Harshman, Harmonic's vice president of marketing. cedmagazine.com Regarding your critique (observation) of the way the ILECSs and MSOs are provisioning for the inevitable bandwidth demands, I would refer you to a critique of the capitalist system, authored by two socialists (Baran & Sweezy) titled "Monopoly Capital". Here is a quote: "The profit maximizing big corporation has, as we have already stressed, a strong incentive to discover new, lower cost techniques; and since its ability to make use of the resources of science and technology is much greater than that of the smaller competitive firm, we should actually expect monopoly capitalism to speed up the rate of discovery." ... "What the theory does imply is this: under monopoly capitalism, the rate at which new techniques will supersede old techniques will be slower than traditional economic theory would suppose. Paradoxical though it may seem, we should therefore expect monopoly capitalism to be simultaneously characterized by a rapid rate of technical progress and by the retention in use of a large amount of technological obsolete equipment" BTW, this is the second time in several months that you've honored me by way of correction. I'm still indebted to you for catching me, early on, on the matter of eye safety icw infrared free space devices. Your welcome. I just happen to have some minimal experience using 1.55um lasers. I'm glad I could contribute. Subsequent to those posting, in which I was preoccupied with the effects of rain, I have learned that rain isn't too much of problem for these 1.55um free space guys, as has been reported elsewhere.