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To: Andrew Won who wrote (27814)	10/25/1997 2:07:00 AM
From: srvhap	Read Replies (1) \| Respond to of 31386

[Cable vs DSL] www2.computerworld.com Study sees cable modems beating out DSL Nancy Weil (Online News Story, 10/24/97) Cable modems will dominate the North American residential Internet access market by 2002, outpacing Digital Subscriber Line (xDSL) lines 4-to-1, according to a new market study. More than 7 million cable modems will be installed by then, according to Forward Concepts, Inc., a Tempe, Ariz.-based consulting and market research firm. "Broadband in the Local Loop: Cable Modem Madness vs. xDSL Dementia" also predicts that cable will trounce xDSL globally, but by smaller margins than in North America. .....Snip..... Cable modems will win out because unit prices will dip below $150. The study forecasts the average DSL modem pair dropping from about $2,400 to $200 in the same time frame, but suggests that questions still exist regarding whether DSL really works with existing telephone lines. .....Snip..... Still, cable companies are, by default, winning the Internet access war among consumers "because the phone companies have really not been as aggressive as they could be" in offering high-speed broadband data services. Strauss said that it isn't too late for phone companies if they jump into the broadband market soon. However, he said they will be shut out "if they're not into volume shipments of xDSL by the end of next year."

To: Andrew Won who wrote (27814)	10/25/1997 10:12:00 AM
From: Bernie Diamond	Read Replies (1) \| Respond to of 31386

(Contracts) <<Finalizing contracts and press releases is not as easy or straightforward as you might think.>> Andy, thanks for your comments. I had the feeling that more than just a press release was involved. I've been harboring the feeling that contracts were being reworded rather than dotting the i's and crossing the t's, and that a firm and binding contract was not yet in place, hence the long long delay in getting out the press releases. Listening to the CC, GS's statement , ( in response to Pat's question) "I have no idea what their (GTE's) specific plans are...when they find it in their best interests to announce, they will.", I got the feeling that they were over a barrel on this issue. GS's other statement regarding possible expanded partnership relationships (including new acquisitions) that will be ultimately accretive also gave me pause, considering the present cash flow conditions of both AMTX and WSTL. Interested in us having more discussion on this statement, All-in-all, I thought the CC expressed a young company with great potential but many hurdles yet to be overcome. We need to be patient and not overreact to our "wishful thinking" dissappointments. I'm remaining long. (Anyone out their good with TA? What are the support levels at this point? I averaged up and am now looking to average (sob) down. Regards, Bernie PS. Pat. You sounded great. even though it wasn't your real voice. :-)