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To: Raymond Duray who wrote (3120)	3/17/2002 6:32:34 PM
From: Rich Wolf	Read Replies (1) \| Respond to of 3350

R, you're right about the ILECs having to deploy frame relay as well as ATM. I must've been in a hurry with the post, thanks for the correction. I hadn't heard the speculation about ILEC death. But neither have I looked at their income statements and balance sheets. I would think that with effective death of competition, and not having to spend capex to provide access to CLECs 'at cost plus...', the ILECs would be making lots of money off residential broadband deployments. They haven't let up one bit, have you noticed that DSL installs doubled in CY2001 from 5.6 to almost 11 million, and are projected to grow by the same number this year? The end of CY2001 saw cable with 2/3 of the broadband market. The race is on, and this is where I see the ILECs focusing attention, in order to lock in customers before the cable cos are able to. Sure, SBC stalled 'project pronto,' but I think that was partly politics wrt FCC and CLECs. SBC has continued to push DSL out here in California. The initial push will be just to get the subs. Down the road, other content than voice and simple websurfing will likely pass down the copper twisted pairs. No reason you can't have home networking devices connected to your DVD/storage device as well, for instance. Then there could be partnering as far as providing additional content. I noted that BLS has licensed with Disney, for metered rates, yet. Even voice will have the capability to transition to voice with video, like the Jetson's picturephone. ILECs going out of business? Not if they migrate to these other products, I don't think.