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To: ftth who wrote (4310)	1/15/1999 7:22:00 PM
From: Kayaker	Respond to of 29970

Winning in the Fast-Access Wars, Part 1 By Jim Seymour Dave, great article. Thanks for posting it. Is part 2 out there somewhere?

To: ftth who wrote (4310)	1/15/1999 8:20:00 PM
From: RocketMan	Read Replies (2) \| Respond to of 29970

Great article and interesting rumour about AOL+Hughes. I am a bit confused, though. It seems to me that if AOL and Hughes were to partner, it would be in response to the MSFT+DISH partnership, rather than as competition to ATHM. I see direct broadcast satellites as a gap-filler for areas not serviced by cable or DSL, and can't imagine AOL making a large move in this area in response to cable. Unless they are thinking of using satellite-based caching, something like the SkyCache system.

To: ftth who wrote (4310)	1/15/1999 10:48:00 PM
From: ftth	Respond to of 29970

One problem I have with that article is this paragraph (in particular the bold text): <<Hooking up cable access is easy. You need a standard 10Mbps or 10/100Mbps Ethernet card in your PC, plus a "cable modem." (Actually it's a router, but the cable industry is terrified that terms such as "router" will scare away the technophobes, so they misname the device a modem, which it manifestly is not, because in a digital world there's nothing to MOdulate or DEModulate.... In fairness, cable-system management may simply misunderstand what's in the "modem" box.) The best-known cable modem today is Motorola's (MOT:NYSE) CyberSurfr, but at the Consumer Electronics Show in Las Vegas earlier this month, Cisco (CSCO:Nasdaq) talked about its plans to be big in the cable-modem business, too.)>> That is absolutely positively wrong. It is a modem. He simply misunderstands what's in the box. Maybe he should call Broadcom and tell them their cable demod chips and modualtor chips really aren't that at all <ggg>. He's also clueless about Cisco's long (in internet time) involvement with cable modem systems. They're way beyond "planning" to be involved. Actually, shouldn't blame him...it's his sources! dh