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To: Valueman who wrote (4934)	12/1/1998 1:16:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 10852

Hi Valueman: The Pioneer study is slightly misleading because it uses the number of subscribers as its metric. Keep in mind that more than half of the telecom dollars spent in the US is spent by businesses (probably more if one lumps datacom and telecom). Cable is unlikely to make much of a dent in the business market. For large office buildings, fiber will ultimately dominate. For mid-size buildings, we are likely to see a mix of terrestrial wireless and FTTC/VDSL usage. Satellites have a long, long way to go in the business market. By the time broadband data by satellites becomes available, the business market may be well covered. So the numbers may be right for the residential market, but this market tells less than half of the story. Best regards, Bernard Levy