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To: Laker who wrote (3699)	5/29/1998 10:19:00 AM
From: Jay Lowe	Read Replies (1) \| Respond to of 9236

Yep... that's one way to go. I was thinking more about the components lag than the labor issues. Outsourcing also has it's own set of built-in delays and headaches ... it rarely works well as a method to ramp up initial volume unless you plan for it well in advance. Anyway, what I meant was that PacBell is thinking big ... MUCH bigger than any previous specific numbers I've heard ... and they are thinking open system (in contrast with, say, GTE, who is specing the modems on both ends). PacBell's volume goals (if they ever correspond to the real world) and it's open system attitude (if true) creates lots of room for other players.