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To: pat mudge who wrote (30990)	6/30/1998 10:32:00 AM
From: JW@KSC	Read Replies (1) \| Respond to of 31386

Re: Jim, you better be sitting down when you read it. :)) Analysts are expecting similar moves from the newly merged Time-Warner RoadRunner and MediaOne Express conglomerate, which two weeks ago received investments of more than $210 million each from Microsoft Corp. and Compaq Computer Corp. Although RoadRunner/MediaOne is aimed more directly at digital-TV services carried over HFC backbones, one source close to Compaq said, "some of the telephone companies are interested in revisiting the issue of video services over ADSL and VDSL, so it wouldn't be surprising if RoadRunner starts moving to more of a carrier-neutral strategy." ROTFLOL Pat, Looks like theres not enough Cable in the U.S. for the greedy cable companies. OK, I'm back in my chair now! Not really that surprising Pat.... By that I mean - I always knew "Everyone Want's Their DMT" ;^)) BTW: My chart indicators say SSPIF is looking good, hard upswing. Market may take it down a notch today, but it looks like it should continue up. JW@KSC

To: pat mudge who wrote (30990)	6/30/1998 11:00:00 AM
From: JW@KSC	Read Replies (1) \| Respond to of 31386

Could it be? ADSL has more bang for the buck! Of course we knew that in 1996, I guess it just takes a while for it to sink in. :^) 800,000,000 POTS lines, so much copper, so much free Bandwidth. Some can lay new HFC if they want, I think I'll go back to Thailand and work on the Railroad. Laying Thai's all day is not such a bad job! ;^)) JW@KSC (snip) Ameritech Corp.'s proposed merger with SBC Communications Inc. isn't the only surprise to come out of Hoffman Estates, Ill., in recent weeks. Ameritech's April announcement that it will offer digital subscriber line (DSL) services in Royal Oak, Mich., is the latest twist in its sometimes confusing two-year-old foray into cable. The twist? Ameritech New Media Inc. (ANM, Chicago), the Bell company's cable subsidiary, already has a broadband network in Royal Oak that can deliver high-speed data services via cable modems. ANM insists that it will use its state-of-the-art broadband network solely to deliver video programming. For now, ANM is leaving the Internet market to its parent company, which now says its goal is to offer DSL service to 70 percent of its wireline customers by the end of 2000. "At this point, we're not planning to deploy cable modems," says ANM president Deb Lenart. (snip) Some skeptical market watchers say Ameritech may have decided to go the DSL route because its cable penetration rate to date makes a cable modem initiative unfeasible. (Snip) "Is it an HFC [hybrid fiber/coax]strategy, or is it a twisted-pair strategy? If you look at the investment Ameritech is making and its comments regarding DSL, you have to wonder if Ameritech really believes in HFC." teledotcom.com