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To: Nicholas Thompson who wrote (624)	7/28/1998 10:29:00 PM
From: Rex Dwyer	Read Replies (1) \| Respond to of 5853

Nicholas, Pardon me, but could you define "lvlt" and "nxlk" for us lurkers? Thanks, Rex

To: Nicholas Thompson who wrote (624)	7/28/1998 10:37:00 PM
From: Frank A. Coluccio	Respond to of 5853

Nicholas, I've wondered about that precise thing myself, if I'm reading you correctly. If I'm not mistaken, the Teledesic and other LEO projected revenue flows are predicated on some not-so-bashful per minute calling rates. I wonder how their models are holding up under the threat of Cable Modems' new-found competitive pricing, along with that of terrestrial wireless and lower speed DSL, and with convergence possibilities now evident in the IP realm. And as for third world remotes, other detractors to their (the LEOs') original arguments, although not fully effective, are the planned deployments of Project Oxygen and other mammoth submarine fiber optic cable ventures, who will bring tsunami levels of bandwidth to the remote parts of the globe. The model is shifting, I'd say, with "last 1000-mile" high capacity trunks to wireless substations in the outback now appearing to hold more weight than they once did. Any thoughts on these new developments in the race to reach those "8 out of 10 people in the world who've never seen a telephone?" Regards, Frank C.