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To: Jeff Hayden who wrote (8189)	8/24/2000 11:25:45 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 12823

Hi Jeff, Last November, when I moved, I laughed at the USW salesman when he offered me Megabit service at 1/4 of a megabit. Megahype is more like it. To top it off, he was too clueless to know they weren't offering it in Oregon east of the Cascades. Clearly the engineering and sales departments live on different planets. And you are wrong about them killing off the Megabit service. Ain't gonna happen. It will be around and it will be just as useless as their ISDN and it will be just as useless as the broken down DSL service that SBC is being sued about as I write. What QWST killed is directly related to NXTV's bottom line, and other view was wishful thinking yesterday and suicidal today. :) Regards, Ray

To: Jeff Hayden who wrote (8189)	8/26/2000 5:02:06 PM
From: MikeM54321	Respond to of 12823

"Why is everyone so sure that VDSL will be a victim of the USWest-Qwest merger?" Jeff- Personally I'm just reading between the lines. I admit it's speculation only at this point. Nonetheless, I'm still confused as to the viability of VDSL(economically speaking). It seems there is just too much testing going on with, "great results," yet no roll-outs? Of course with the exception of the USWest Phoenix deployment. The UK trials of TV/VDSL out of Alcatel(Newbridge), just didn't have that, "It's for real," flavor to me. If anyone turns up any PR on some 1,000 plus subscriber deployments please post. I'm eager to see if the twisted pair world is indeed going to rollout this TV model to compete with their coaxial cable competitors. Thanks. -MikeM(From Florida) ______________________________ UBS Warburg SUMMARY: There is renewed concern that Qwest may not broaden out its rollout of VDSL beyond the Phoenix market. This has been a constant risk/opportunity for NXTV as Qwest represented about 65% of NXTV revenues in the June quarter. The expectation has been that over time Qwest would broaden its rollout of VDSL beyond Phoenix, but to date there have been no such deployments. We also visited with NXTV management yesterday. The company was very excited about several new customer wins so far this quarter. Regarding Qwest, however, the company could not offer any guidance as to future plans. Our takeaway is that the Qwest situation remains difficult to predict, but the weakening orders so far in 3Q from Qwest is not an encouraging sign. HIGHLIGHTS: Over the past several weeks following the Qwest/US WEST merger, there has been ongoing concern whether Qwest would broaden the rollout of VDSL outside of Phoenix. We believe there was higher confidence that US WEST on a stand alone basis was going to broaden the rollout of VDSL. The Qwest merger put this rollout into question. Over the past several weeks since the merger, Qwest has sounded enthusiastic about VDSL, but was always struggling with the capital requirements to broaden the rollout. Qwest is planning to have a conference call with the financial community on September 7th where the VDSL topic was likely to be discussed.