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To: Boplicity who wrote (3553)	9/10/2001 10:59:22 AM
From: McNabb Brothers	Read Replies (1) \| Respond to of 13815

Greg, Got your dollar, thanks! Should have sent a check and I would not have cashed it, but put it on my wall with all my other $1 stories! Just wish I was sending you about 150 million back! >VBG< By the way that sure is an interesting story. When I received my Forbes a few weeks back I meant to post the story but forgot! Interesting that our roads, airports, and rails are what need to be fixed when most people thought we would all sit in our homes and stay put! Hank

To: Boplicity who wrote (3553)	9/10/2001 12:33:53 PM
From: im a survivor	Read Replies (2) \| Respond to of 13815

<<Internet II>> with all that massive fiber laid.......and with the eventual lighting of that fiber, wouldnt companies like jdsu benefit greatly, as they sell almost all components needed to light that fiber? One thing funny about jdsu......largest loss ever reported, yet most of it is accounting crap...tons of goodwill and etc....buying overpriced companies with their own overpriced stock...but it allows them to write off alot of losses. However, look how much cash jdsu has....I mean for a company that just registered the biggest loss in history, their balance sheet looks very good to me...they dont look like a .bomb in debt with no cash or revenue stream.....and what about when all that fiber is lit....what will happen to jdsu revenues then? And she is now available for $6 a share, and possibly less in the coming months....opinions anyone ?

To: Boplicity who wrote (3553)	9/10/2001 2:42:57 PM
From: MulhollandDrive	Respond to of 13815

That's a great article B, and thanks for posting. I've been thinking about Internet II for some time, but I always come back to who will be making MONEY. The advertising model will not work, imo. I'm still waiting to see how the wealth of "opportunties" translates into profitability. I consider myself to be above average of the Inet in my utilization. By that I mean "I actually buy stuff" <vbg> As an example, yesterday I went to PetsMart.com looking for a particular product. Not to buy online, just to check and see if it was in their inventory to save a wasted trip and a phone call. They had the product so I stopped by the local store and picked it up. So yes, in a very direct way the Internet "got the sale" for Petsmart, but so would have a phone call. Right now I'm seeing the Internet more as a communication "device" than a new form of commerce any more than the mail order catalogue in it's day. There has always been a niche for that. And the Internet has certainly expanded the spectrum of goods and services to buy. But when you say "broadband for the masses", the question that necessarily arises....to what purpose? Music distribution? Yes. I'd pay for that. Movies? That too. But I honestly don't see the type of "improvement" for version II that would cause a significant acceleration of demand in other areas of commerce, at least for the average consumer. And the danger is that as the Internet becomes pervasive, more and more people will "expect" it as just another part of customer service, and "expect" it to be free. Indeed the question is WHAT is the killer app to drive the new found optimism. What will make consumer actually pull out their wallet for whatever the Inet is selling, that they can't already buy through other established sources. And I really do hope I am wrong about this.