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To: Frank A. Coluccio who wrote (29853)	12/11/2001 7:17:39 PM
From: Bob Rudd	Respond to of 29970

Frank: Thanks for the info on the Broadband Internet Access Act of 2001...If it goes thru, it might give latecomers an edge...perhaps a leapfrog. This could explain some foot dragging by the ILEC's. They're certainly in a position to be sensitive to legislative initiatives. OTOH, the bill appears to focus on underserved areas where a 10% edge still wouldn't make it profitable and, presumably, super power users willing to pay for 10x current broadband capabilities. Considering the low adaption rate of broadband where it's available [Methinks < 10%]...this would appear to target a tiny niche...at least for now.

To: Frank A. Coluccio who wrote (29853)	12/11/2001 8:04:24 PM
From: FR1	Respond to of 29970

Frank - do you think that perhaps one reason for the delay for spending throughout the broadband industry is that we do not know who will be owning what until ATTBB is decided? If ATT decides to IPO ATTBB then developments will be slow because of the time involved and the fact that only ATT money will be involved. Add to this the fact that many people think ATT has way underestimated the cost of AWE 2.5G upgrade costs (it will suck up a lot of the cash needed for BB upgrades). IF MSFT, Comcast and ATT get together you will have another outcome. AOL and ATT will be another one. Each have their own major effects on the industry. If I were a large player in this business I would wait until ATT decides (in the next few weeks) and then begin to plan capex for 2002.