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To: flickerful who wrote (2717)	2/14/1998 10:49:00 PM
From: Jess Beltz	Read Replies (1) \| Respond to of 9236

<<offtopic>> randy, i have read the article in question. the play seems to be in the firms that have the technology to develop the internet's transmission speed (ie the infrastructure's infrastructure) with the problem being standards and implementation so..... who is that company? (the bank containing the monopoly money) Possibly somebody like Cienna? It seems that fiber will in the end carry the main load! A combo of fiber with the right routers (the telophony question) I dream of a conglomerate of, say, Cienna/Cisco/Netspeak (Lucent/Ascend maybe) jess.

To: flickerful who wrote (2717)	2/15/1998 4:38:00 AM
From: Scrapps	Read Replies (1) \| Respond to of 9236

Re: Internet Performance Problems. Flickerful, sorry I'm late in replying. And I may not be on the same page...so I'll wing it. As you know Randy I held USRX shares for a long time, and now am a 3Com shareholder via the merger. I still maintain my long position because I feel the new switches coming from the company are cutting edge and ahead of the competition. And will give COMS a good shot at increasing market share. Their new products are presenting problems for Cisco & Ascend...Cisco just introduced one of their new products ahead of schedule in an attempt to preserve market share. The 56K standards battle is out of the way...and will increase sales in the x2 product area...along with helping by reducing the inventory in the channel. They have x2/DSL & ISDN/DSL products that provide an upgrade path to xDSL. Also there is a remote possibility they will be bought. I see COMS going back to the $70-$80 range this year. AWRE you know about already. :o) I think Netscape has good potential of...not only surviving...but succeeding against MSFT. Bill Gates is acting like Howard Hughes did before he withdrew from the world. Gate's attitude with the naming of MSFT's new PDA ,they call the Palm PC, is purely in your face arrogance. And MSFT has so many governments looking into, or taking legal action against them, that a forced or coerced break-up can't be too far off. One thought I had as I read the article was, what is going to pay off...or should I say...pay off better, a program like US West's in Phoenix, or the one Pac Bell is said to be doing. I'm not up to speed on either of them. However, US west is doing xDSL, and Pac Bell has said it's goal is to wire every home & business with fiber. Fiber will support the highest speeds and sustain the growth of new technologies as they are introduced over time. xDSL will provide an increase in speeds until copper is phased out. Would I buy US West or Pac Bell?....NO. Fiber or xDSL companies...maybe & yes. I heard something the other day and haven't been able to find it. A company...Corning maybe, has developed a fiber that one strand can carry all of the traffic that's on the Internet today. The baby bells have huge customer bases ripe for the picking. As voice over IP comes along the changes are going to blur the differences between Telco & the ISP or what have you. In other words it's not just the building or improving of the 'Net...it's the changes the 'Net brings in how we use it and do business. For example, I ask these two questions of people in order to illustrate how things and thinking have changed. (1) "If you send a child off to college today...will you make sure he or she has access to the 'Net?" (2) "When he or she leaves college and begins their career...do you expect access to the 'Net to continue?" Ah darn, now it's me who has rambled and not targeted the future winners, only some of the areas. In closing I'll relate this. My daughter told my wife the other day she needed to go to the library...to which my wife responded..."you don't have to go to the library...we've got the Internet!" <G>