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To: D.J.Smyth who wrote (165299)	5/11/2001 10:33:30 AM
From: John Koligman	Read Replies (2) \| Respond to of 176387

D.J. - I thought there is a bunch of 'unlit fiber' out there to provide that bandwidth. The problem as I see it is the last mile, I'm still waiting for broadband and I live four miles from IBM's East Fishkill semiconductor facility, one of the largest and most advanced on earth. Lots of high tech folks around here, no broadband. I'm beginning to think it will remain static forever <gg>. By the way, Lou Gerstner appears to be calling Mikey a 'dummy'. An excerpt from today's WSJ... Regards, John He said that four years ago a team of IBM researchers produced a technology outlook that led to a "completely revamped" research and development plan. That outlook led to IBM's efforts to make chips for telecommunications devices and net-access devices which, he maintained, "will dwarf personal computers by an order of magnitude." Mr. Gerstner said that IBM's own PC business isn't a core part of that networked-computing vision. But he defended the company's PC division, saying its recent losses don't reflect benefits that sales of the desktop devices bring IBM in financing and services. He said that "there's a price war going on in the PC business," started by Dell Computer Corp. "Price wars in commodity business are really dumb," he said. He added that "we'll choose where we participate" in price battles, but "we're not going to chase revenue and destroy earnings." Shares of IBM, which have been rising recently, were off $1.78 at $115.20 in 4 p.m. composite trading Thursday on the New York Stock Exchange. In after-market trading, they changed hands at $116, according to Instinet.

To: D.J.Smyth who wrote (165299)	5/11/2001 11:16:30 AM
From: Bob Frasca	Read Replies (1) \| Respond to of 176387

they need improved switching and increased bandwidth in order for dsl to take. cable modems are having more influence DSL is a technology for increasing bandwidth. It is competitive to cable. I don't understand why you think it would be necessary to increase bandwidth for it to be adopted. every pc in the U.S. (North America inclusive) will need to be replaced once bandwidth changes are fully implemented. Any particular reason why this is so? Most "last mile" technologies don't come anywhere near the speeds that a PC can handle. In these days of gigabit ethernet and fibre channel, 8 mbps download speeds are puny and that's the very fastest DSL speeds. Hard drives with fibre channel interconnects can handle up to 10 gigabits per second. Most retail NIC cards can handle 100 mbps. Most so called "broadband" connections are only at 1.5 mbps. (That's what my cable modem will do.) The PC isn't the bottleneck so I'm wondering why you think there is some dramatic redesign imminent.