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To: SteveG who wrote (2963)	3/17/1998 10:27:00 PM
From: Ken Woolverton	Respond to of 9236

Don't participate often, but here goes-I believe US West and some other RBOC (Bell Atlantic, maybe) have already announced an ADSL offering available, in US West's case, this summer. So much for the telcos holding back. Additionally, I would assume that a smart reseller /ISP would fairly quickly figure out how to work around/through existing tariffs and provide ADSL solutions without legal restrictions. In today's environment, it is much harder for RBOCs to slow, if not flat out stop, a new technology deployment- far from the world when ISDN was first touted. On another issue,IMHO the RBOCs got involved with cable companies early on to determine the feasibility of their competitiveness with the RBOCs core business. After a couple of years of work, investment and study--the RBOCs dropped the cable companies. Why? Not a realistic threat--see the ATT CEOs comments referenced in SteveG's post. Also, IMHO cheap long distance will only be of interest to the people without Internet at home. With the bandwidth that ADSL (or whateverDSL) provides and the future refinement and provisioning of toll quality voice over Frame Relay/voice over Internet, your existing long distance bill will dwindle due to it being cannibalized by your Internet bill. What is your long distance charge for your Internet e-mail around the world? What, therefore, would be your long distance charge for an Internet voice message around the world? Bandwidth within the last mile is the key. Fiber to the curb?Nope. Cable TV? Nope. ADSL? Yes, at least the start of new things. These are exciting times in telephony----oh yeah, in the White House, too. Thanks to all.

To: SteveG who wrote (2963)	3/18/1998 1:28:00 AM
From: Scrapps	Respond to of 9236

Dvorak makes the point that the TELCOs have no incentive to make xDSL work...since it requires them to upgrade the local loop, and they can turn a profit without it. Cable is the route past the the telco's local loop...however, cable may be just the competition needed to give the telcos an incentive to get off their duffs...once they realize their gateway or on-ramp to the backbone is about to be by-passed. For the above reasons we see the likes of MSFT and other large companies buying up the cable companies...it's a way around the snails pace of change, and the way to open and exploit new markets created by the 'Net.