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To: Hiram Walker who wrote (2607)	7/30/1998 9:21:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 29970

The RBOCs charge about 50% more for DSL now. They will end up charging 50% less and it will be part of a market retaining loss-leader strategy. You have to consider that they have no other available alternative. This strategy will have the sole intent of buying time. Time to cook up a plan and actualize it in order to retain local telephony. The only possible alternative is to pull pure fiber along their ROW. That's a terrific strategy. Thus, few if any will do it. Guess who would handle the ISP function if one did go that route? Yes, the company you know is overvalued and stinks. It will always drive traders, and Wall Street crazy.

To: Hiram Walker who wrote (2607)	7/30/1998 11:40:00 PM
From: FR1	Read Replies (1) \| Respond to of 29970

Hiram - I agree with you that there are going to be several delivery systems made available, especially for hard-to-reach places. ATHM is trying to be on most of them. I have to agree with ahhaha, though, about prices. RBOC's are going to be desperate for market share. They will not be looking for money but market share at whatever the cost. I think they are right because most people will stick with whatever they put in first. Why? because of the cost and hassle of un-installing it. As long as it looks much faster than a modem, they will stick with it and assume the other services are the same (all the ads will lie and look the same). That's why there will be a life-and-death battle to see who is the first to get in a home this fall.