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To: Frank A. Coluccio who wrote (257)	10/22/1997 9:29:00 AM
From: Charlie Smith	Read Replies (1) \| Respond to of 5853

Frank: RBOCs anal retentive approach to service quality is exactly what will kill them in this new market. An aggressive player makes mistakes (by definition) but learns RAPIDLY, fixes things and moves on. The feedback loop generated by endless trials is WAY to long. Their market will be gone before they know it. Tragedy is defined as the protagonist knowing exactly what the problem is, but being powerless to do anything about it. I think it fits here. Regards

To: Frank A. Coluccio who wrote (257)	10/22/1997 12:36:00 PM
From: pat mudge	Respond to of 5853

[BOCs and the speed of glaciers] <<<, putting together an ATM over ADSL environment is not as straightforward or simplified as putting in the basic model. This is apparently the approach that they are taking. This in itself will only add time to the process, since I don't see a tendency to use a simplified, "incrementalist" approach in this regard. Who knows? By the time they're done with their model, a competitor may already have D-WDM enclosures mounted on poles in our residential areas!>>> No one would argue the fact that RBOCs are moving with the speed of glaciers. Nor could anyone argue that every one of these monoliths is planning some sort of high-speed bandwidth within the next year. Fortunately for Westell/Amati, GTE is out ahead of the pack and that's what they're shooting for. They've given every indication they'll start deploying this year and crank it up market by market in 1998. Does it matter that the others are six to nine months behind? I doubt it. What would matter is if they said they weren't interested. If they said there wasn't a need. If every telco and every government agency involved and every networker and software manufacturer and chip maker weren't all talking about the crisis in shifting from voice traffic to data. As for D-WDM, just like cable, I hope they succeed and put even more pressure on the telcos. After a couple decades of putting power and telephone poles underground, I can guarantee you they won't be putting up new ones in my neighborhood. PacTell already has fiber to every curb. When you point to the few installations of ADSL throughout the country, I'm trying to picture how it could be any different. New markets begin pocket by pocket and not until mass deployments by the telcos and large ISPs can it explode. They say 1998 and I'm taking them at their word. Now, as for delivering service, I understand GTE has signed installatiion agreements with VARs in order to guarantee the installers are certified to work on Microsoft --- no doubt to avoid the horror stories we hear regarding cable. They're getting ready for the big launch and, clearly, it hasn't been easy. Thanks for your excellent post. I think the problems are real and I think they're being addressed one by one. Regards, Pat