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Technology Stocks : Next Level Communications Inc. (NXTV) -- Ignore unavailable to you. Want to Upgrade?

To: Rob Pierce who wrote (87)	9/7/2000 11:16:28 AM
From: Rob Pierce	Read Replies (1) \| Respond to of 131

Specific VDSL comments... Said most questions he's been getting are around this. (Go figure!) Sees 3 phases: 1) can it work, servicable, processes to bill? Can it compete with cable? "A resounding Yes". 2) can they drive cost of deployment down to the point where the cost spent in VDSL can provide a similar return to their investments in Internet, DSL, or wireless? Working with their suppliers - in particular NXTV (specifically addressed) - to achieve that. Not there yet. "Too early" to say. Comitted to Phoenix, Denver remains under evaluation. "Maintaining current contract commitments." 3) Broader deployment. So NXTV is facing pricing pressure (we expected this) from Q for broader deployment. They're happy with NXTV, their simply trying to bring their cost down to match ROI in other areas. In other words, Q >wants< to pursue VDSL, but only if they can justify the costs by comparison to other high margin areas they're targeting. Returning to CC, Q&A currently in progress. RP