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To: bill c. who wrote (7676)	11/17/1997 10:03:00 PM
From: Doug DuBois	Read Replies (1) \| Respond to of 21342

Bill, what do you think of this press release in terms of competition to both ADSL and cable modems? biz.yahoo.com LAS VEGAS--(BUSINESS WIRE)--Nov. 17, 1997--Adaptec Inc. (NASDAQ:ADPT - news) and CyberStar, a Loral Company, announced a strategic relationship today that will bring data services and Internet content to office and home PCs via low-cost satellite adapters.... ... ... CyberStar services will deliver real-time multi-media content and high-speed Internet access to consumers and businesses globally. CyberStar will introduce these satellite-based services in 1998.... ... low-cost, real-time information that greatly outpaces services available today,'... The Satellite Express ABA-1040 is a PCI-to-Satellite adapter for connecting a user's PC to receive data, audio, video and other multi-media content including web sites and Internet content. It delivers up to 30 Mbits/second of data from satellite services directly into PC-based systems....

To: bill c. who wrote (7676)	11/19/1997 1:08:00 AM
From: SteveG	Read Replies (1) \| Respond to of 21342

< Is it a fair evaluation of both technologies?..> Well, I am still looking for the "CEO summary" <g>, but I struggled through a lot of it (still functioning in overload mode these days). It seems that their figure 2 graphic overlays a lot of text, so I saved the text only to my HD to complete. Several things - it DOES look pretty thorough, and is likely largely accurate. It IS old (seems like early 1996) and it DOES have some expected ADSL bias (for one instance, cable modems will likely interoperate). Otherwise it seems like a decent reference. The most pressing point (IMO) is the consideration of copper pair to cable ratio. (They have as 400 to 6. I think it's more like 700 to 12.) But this does NOT take into account lines that are NOT ADSL capable. The question is, how quickly will we deploy/upgrade the cable infrastructure? With billions of dollars being thrown at it (and the Forum piece estimates costs of approx. $200 per cable line), I suspect that in the major markets that HFC cable is going into, there will be a significant (and I believe largely successful) battle with ADSL for bandwidth dollars. Thanks Bill. Steve