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To: Craig Dean who wrote (25377)	2/11/1999 9:26:00 AM
From: Spartex	Respond to of 42771

<<Is it safe to say that dsl will be favored over cable modems>> Look no further than C. Michael Armstrong, CEO of ATT, and you'll realize a man on a mission, much like Eric Schmidt. Its a beautiful think to watch, as the past year analysts kept being naysayers regarding Armstrong's bold moves with TCI and now the Warner alliance. dsl has some purpose, but them cable pipes allow flow of information like big city water pipes. Plus, it will be a bundled local-long distance voice, web communication, and cable TV all in one. I see NDS getting involved in managing this network of customers. Regards, QuadK

To: Craig Dean who wrote (25377)	2/11/1999 9:52:00 AM
From: PJ Strifas	Respond to of 42771

Hello! From my understanding, DSL modems work with the existing infrastructure (save for some switching here and there) but in essence they don't require re-wiring a whole network to deploy. They work over regular copper lines which the public phone networks already run on. So as competition for bandwidth rises, you'll see more and more DSL hitting the streets. As for cable modems, they have a great advantage over DSL -- fiber optics! Most cable companies have been laying fiber cable the last few years in efforts to upgrade their networks. In my area, our cable company (Cablevision Systems - CVC) has laid an all fiber optic network which they are offering cable TV, pay-per-view, local phone service and internet access. It's always on, just click and you're surfing the web! Runs at 10MB ethernet with some degradation as to time of day but I'll tell you this, it's FAST! RBOCs need DSL to compete right now. AT&T has the right approach by going after the localized and national cable systems for 2 reasons. First, it gives them existing networks they could in time incorporate into their own. And 2, it gives them the open door to offer local phone service. Keep an eye on that one! Peter Strifas