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To: Pancho Villa who wrote (9561)	11/2/1997 7:16:00 PM
From: drmorgan	Read Replies (2) \| Respond to of 45548

Impossible dream don't believe the hype. All this activity can blind an investor. Despite all the activity by networking equipment manufacturers this is an impossible dream: The business case stinks. "There is no business reason for the telcos to install the gear," says Maribel Lopez, an analyst at Forrester Research in Cambridge Mass. "Until there is--and that won't happen for a number of years--this is a great technology in search of a market." This person's comments confuse me. Their is no business reason? Not for a number of years? What is he talking about here? I have never had much faith in the RBOC's but I admit US West took me by surprise with their DSL delivery to 500,000 potential DSL customers in Phoenix. My city gets it next year and cheaper than what I currently pay for ISDN. The business reason is the RBOC's are getting their asses kicked by cable and have to put something on the table to satisfy our insatiable thirst for high bandwith. Also consider that most companies are not wired by cable companies, they have phone lines. DSL is an excellent option for corporations and will be easier to provision than ISDN. True there are still limitations on how far to the CO one must be but most of our metro areas can get ISDN or are very close to being able to get it. Unless the phone companies decide to completey give in to the cable guys in the bandwith game, they are going to deliever DSL. Eventually I see a mixture of DSL, Cable and wireless bandwith to our homes and offices. One advantage DSL and currently ISDN has over cable is simultanous voice/data capability. Derek

To: Pancho Villa who wrote (9561)	11/3/1997 7:56:00 AM
From: Scott Patrick Adams	Read Replies (4) \| Respond to of 45548

Pancho - Mr. Young's article is 75% bunk. "High-speed connections are physically limited to about 2,000 feet from the phone company equipment office. This inherent problem isn't going to go away anytime soon." Wrong, 17,000 feet with ADSL and no additional repeaters. Where? Washington (Microsoft employees homes), UofK, Marina Del Rey, Downtown Chicago, etc. "ADSL is the current panacea for high-speed data connections. Until there is a compelling economic reason for its deployment, this is a business that will refuse to get started, except in very limited tests and peculiar markets like San Jose. It might have a play in bringing down the prices of high capacity T-3 (or D-3) lines, but for individuals and small businesses, this is a chimera. Bill Gates, a principal in Teledesic, a high-speed satellite business, has already figured this out. Microsoft is investing in cable companies." We (GTE) put 1,000 Microsoft employees on ADSL trials in WA. The trial is over and no one will give up their ADSL. Now we are adding another 1,000 Microsoft users. Where are the Cable Modems??? The below paragraph is the only truth to the article which appsolutely contrdicts just about everything he stated. "However, the DSL business--which has been around for a while in the telecommunications carrier business where it was known as DS-1(1.5 megabits of bandwidth) and DS-3 (better than 40 megabits)--solves one key problem for the telcos. By using the same copper wires that are already installed back to the central or remote telco office, then segregating the data traffic from voice with a splitter in front of the public switched-phone network, they solve the biggest problem in the telcom world: Fast-growing and longer data connections to the Internet are tying up the regular phone call equipment. But telcos have to buy more expensive voice grade switches, or shunt off that traffic into Frame Relay or ATM (higher speed data transport protocols) before it hits the voice network so data can be handled much more cheaply." SA