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To: Skiawal who wrote (10587)	5/6/1998 9:07:00 PM
From: Skiawal	Read Replies (1) \| Respond to of 21342

Option Update...Open Interest: Calls 3156 Puts 827 Almost 4 to 1..Pretty Bullish webservices.pcquote.com

To: Skiawal who wrote (10587)	5/6/1998 9:12:00 PM
From: Zephod	Read Replies (2) \| Respond to of 21342

>>Daniel Briere also was very NEGATIVE as far as real deployment figures for 98 and 99... Hi R; I think he said 100K this year, 800K-1M next year (worldwide) He also made a comment about getting a cable modem because DSL wasn't going to be in his neighborhood any time soon. For those that didn't hear it, other comments by Danny Briere; BellSouth trials extended, not see anything out of them till the end of the year Ameritech -end of the year but in a very aggressive way, 65 central offices. Reasons for delay of xDSL deployment - Phone co's are going through a lot of politics right now. They see this as a long term solution, so it's not something that has to be done in the next month, they're putting together a 10 to 30 year infrastructure. DMT not ready, does not have the density and cost point for mass deployment, people are waiting for a cost effective DMT solution. CAP not dead by any means. There's significant deployment occurring behind the scenes in buildings and on campuses. He knows of one company who's sole business case is to target apartment complexes near major university's sell them a 20 year contract for internet access that's built into the lease of the apartments, and they don't care what line code they use because from the apartment out it's T1. Very aggressive deployment by the CLEC's. One of most significant events thus far this year is the launch of Redbacks Networks device which is very compatible with all the radius authentication and security services that are deployed by the ISP's. We see from Westell a major interoperability announcement to push that (interoperability) forward. Your seeing Redbacks being very quickly and widely being deployed to provide a lot of the service level management and to fill in a lot of the holes that is not being provided by the DSLAM's that are focusing on the layer 1 and some of the layer 2 functionality ....I really think this (class of) product will have a major impact on the deployment of DSL. Head to head race with cable modems, whatever goes in first will be very hard to displace. If I have a cable modem I'm going to have to have a really compelling reason to swap that out for DSL.

To: Skiawal who wrote (10587)	5/6/1998 9:59:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 21342

skiwal-- heres my read--- we reach mass market with g.lite in mid to late 99, heavily in 2000. daniel was very negative and seemed a little burned out. funny how the pundit got more speaking time than the people building the equipment or deploying it. he also went after jeff from GTE about how many lines deployed by year end. daniel thinks less than 10k at GTE. jeff kind of bristled at that, saying they would have A LOT. none of the participants seemed particularly interested in addressing the real problem with deployment going forward, the FCC and the telecom act of 1996. they went on and on about compatablity and silicon (which is important, dont get me wrong, its just that the really big problem ahead is the FCC). nelson did a good job, and for the most part he and manchester from LU were positive, saying that the management issues have been mostly worked out and that that was one of the problems in the past. it would seem that telechoices projections are a little off, we may see more than 500k lines this year. it was very clear to me that GTE intends to be very agressive about it. no mention of other companies, other than a few CLECs, RBOCs and redback, WSTLs management partner. cable modems are seen as a big competitive threat by the guy from telechoice, and i agree with him. the FCC needs to get on the ball or telecom companies are going to be relagated to the heap. of course, there are a number of issues that were addressed with cable, like reliabilty, and shared bandwidth. i dont think telechoice places much importance on that, which IMHO, he should. however he is right about one thing...whoever gets there first, gets the customer. i wouldnt recommend listening to the panel...its was mostly a rehash which i personally thought was kind of stupid for a panel sponsored by a trade publication. the women who ran the panel was EXTREMELY annoying. i hate having to waste my time listening to things for 54 minutes that could have been condensed into 25.one interesting note, nelson said DMT stood for DIGITAL multitone<g>. good luck to all, trey