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To: Victor Lazlo who wrote (109919)	10/8/2000 11:30:12 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

Glenn I understand what you are saying, and the thought that comes to mind is how long it will be before there is a glut of brodband that is underutilized. This may seem premature but i think within a couple of years there will be some concern re this among investors. I agree with you. The market also should be looking out to the future so it would seem the speed at which broadband rolls out is an issue as compared to the available backbone in place. I have no intentions of buying T but in looking at what has occurred, they appear reasonably smart to be positioned for the future. I was wondering if they saw this coming and used stock and higher priced to buy so many cable firms. It is possible they may be in the driver's seat again at somepoint but definitly not now. This may also explain the desire of WCOM and FON to merge which was not permitted. Without a major change on their part, are they not dead in the water now?

To: Victor Lazlo who wrote (109919)	10/8/2000 11:32:13 PM
From: GST	Read Replies (2) \| Respond to of 164684

Victor -- the reason the telcoms bought cable operators is because the cable operators did not have the balance sheet strength to aggressively build out the new infrastructure -- the telecoms did. Now the question is, given the deterioration in their balance sheets, can they keep up their spending on infrastructure. The CISCOs and JDSUs of the world are priced as if the build-out will roll on and, in the case of JDSU, accelerate. Imagine what would happen to JDSU if a major client "postponed" a major purchase -- down 50% in a day is my guess in this market, and then cut in half again after that as the reality sinks in.