To: bill c. who wrote (11107 ) 5/31/1998 4:05:00 PM From: Zephod Read Replies (1) | Respond to
Bill: I was talking to one of the guys in the high speed access area over at Gartner Group and they expect the two most aggressive DSL deployers in the US to be US West and Bell Atlantic , and we all know who US West is working with......They've been exclusive with you, it's been RADSL ..."First you mentioned Bell Atlantic and US West I hope that it's absolutely true that they both turn out to be very aggressive, one thing you should keep in mind you say we all know who US West is working with, you also recall from the articles ...they need solutions for the DLC, so what kind of DLC do they have, and what DSL solutions are available, it doesn't take a rocket scientist to figure out they have some DSC, some SLC products, so certainly that would be a target market for those type of solutions ....On Bell Atlantic we're seeing that they have a firm forecast, they've been pretty confidant in it however there is a high probability of a large deviation because when you open this up and make it available, just to see how customers accept it is an unknown for them, so I think there's some increasing confidence that it could be different that they're forecast shows and that could be a positive type of situation " There's significant deployment occurring behind the scenes in buildings and on campuses. We are also looking at expanding opportunities in the rate adaptive DSL CLEC business marketplace as well. This is a very interesting market, 77,000 buildings in the US hold 70% of the data market in this country . We are currently engaged in a number of campus type DSL deployments and are working with several ISP's for building type deployments in several large cities
