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To: Paul Weiss who wrote (1267)1/22/1998 8:48:00 PM
From: Frost Byte  Respond to of 29970
 
@HOME news keeps getting worse...the $2.5 billion valuation does not look sustainable:

Ameritech, Compaq
partner on DSL
By Jeff Pelline
January 22, 1998, 4:50 p.m. PT

Just a month after it cut a deal with Microsoft to
provide high-speed Net access over copper wires,
Ameritech said it also will partner with Compaq to
make its service user friendly.

The deal comes in the wake of next week's
expected announcement between Microsoft, Intel,
and Compaq to team up with telephone companies
to provide DSL (digital subscriber lines). Today's
deal with Ameritech foreshadows how the deal
may work.

In this case, Compaq will test the modems and
network cards that the telco is using for
Ameritech's service.

"This means that later this year, customers will be
able to purchase select Compaq Presario
computers and have them configured by some
retailers in parts of Michigan to run Ameritech.net
high-speed Internet service," the company said in a
statement. "The Compaq Presario computers are
expected to be available by spring 1998."

In December, Ameritech and Microsoft said they
would work with hardware makers to make their
PCs and equipment DSL compatible. The telco
also will package its DSL service with the Internet
Explorer browser.

As reported earlier, US West recently launched
DSL in the Phoenix area, and Bell South, SBC
Communications, and Bell Atlantic are expected to
roll out the service later this year. All these telcos
are expected to be part of next week's
announcement.



To: Paul Weiss who wrote (1267)1/22/1998 11:03:00 PM
From: Melissa McAuliffe  Read Replies (1) | Respond to of 29970
 
Paul, << See what ya started? This was such a quiet, lazy thread. And now we have Zealots on both sides, jumping up and down, flapping their arms.>> I have a feeling that what started all this was the DSL issue becoming a reality. I agree with you about this being a wonderful long term investment as I have said previously that I believe both these technologies will co-exist in our homes. I am now trying to sort this whole thing out and determine the timing of my investment. I don't think there is any big rush to run out and buy this stock at the moment at this price.(contrary to what I thought last week). But I would rush out and buy the service if they would just get it available here.
Melissa