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To: MangoBoy who wrote (30382)	1/27/1998 1:09:00 PM
From: NYBellBoy	Respond to of 31386

Mark - Your knowledge is astounding. I have a different perspective, but sometimes it hard to see the forrest through the trees. I don't think anything is totally one way, but usually a combination. That's why I love Silicon Investor. Best Wishes, :) BellBoy

To: MangoBoy who wrote (30382)	1/27/1998 1:20:00 PM
From: Charlie Smith	Read Replies (1) \| Respond to of 31386

Mark: <<BA will milk the cash cow (copper plant) in the near term with ADSL but its plans are to close out local competition within five-ten years by going fiber. i don't expect BA to invest a lot in beefing up their copper infrastructure.>> Are you saying they will continue their half-hearted effort in DSL for five more years while spending their cash flow fighting with regulators and overlaying a high speed network? Given what I've seen of this strategy over the past two years, I think there's more risk here than they realize. Five to ten years in a world populated with companies like Taligent, Teleport, Compaq and Intel is way too long. The RBOCs aren't operating on geologic time any more. Charlie