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To: SteveG who wrote (7399)	10/29/1997 6:27:00 PM
From: Trey McAtee	Respond to of 21342

steve-- i'll be honest, this ROK announcement seems to have little to do with xDSL except for the speed and the ability to use the same line for voice and data simultaneously. and i think curly is right. if xDSL services go into high deployment, that will kill ROKs core modem chipset business. i think the telcos want to take the punishment now and upgrade the COs. from their point of view, it has been needed for a while, and it gets them where they want to be. CDSL seems like a stop gap. good luck to all, trey

To: SteveG who wrote (7399)	11/1/1997 10:55:00 AM
From: SteveG	Read Replies (2) \| Respond to of 21342

<A> Cable Modems Regaining Speed With Vendors "...Karl May, vice president of Bay's Cable-Over-Data Division, said, "We're expecting the number of units installed over the next three to four years to reach between 5 and 7 million in North America alone, which is why Bay and 3Com are very interested this market".... from techweb.com And excerpted from techweb.com "...The future of cable data services may belong to companies such as RCN Corp., Princeton, N.J. RCN is building a $7 billion nationwide fiber optic network designed to provide local telephone and data services in addition to cable video programming. RCN already serves 65,000 customers in New York City and Boston, where it has launched substantial advertising campaigns. During the next 10 years, RCN said, it plans to extend its network and services into 24 major urban markets, creating a "third network" independent of the local phone and cable infrastructure. "In high-density urban markets, neither the cable company nor the phone company has the network capacity or network architecture to handle the increasing Internet demand, especially as it will be in the future," said Mark Haverkate, RCN's executive vice president of business development. "We're building a network that's fiber optics all the way to the building." RCN is selling its high-speed cable Internet service, offering transmission rates up to 10 Mbps, for $39.95 per month. The fee includes rental of a cable modem supplied by Hybrid Networks Inc. RCN makes a 15 percent to 20 percent profit at that price level, Mr. Haverkate said. RCN offers customers a discount of as much as 35 percent off list price if they also buy phone and cable video services from RCN. "If we built our network and only sold Internet over it for that price, we wouldn't be profitable," Mr. Haverkate said. "But because we're in the cable television business, local phone business and Internet business using the same network, we can offer better service at a lower price..." Lastly, everyone seems focused on cable modems these days: <A> Cisco, Sony to work together on cable modems from biz.yahoo.com Steve