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To: Bob Zacks who wrote (5428)	2/15/1999 4:33:00 PM
From: Frank A. Coluccio	Respond to of 29970

>Much of Europe is in much better shape as far as fiber upgrades < Hi Bob, I have no reason for doubting this. I assume you are referring to the local distribution fiber builds to homes and small businesses alike, as well as to ubran industrialized areas. Would you care to cite a reference that spells this out? Thanks, and Regards, Frank Coluccio

To: Bob Zacks who wrote (5428)	2/15/1999 4:46:00 PM
From: RocketMan	Read Replies (1) \| Respond to of 29970

Bob, that estimate was for U.S. households, and it projected 80% of broadband would be cable. As far as the European situation, that is a good point, although I have not seen projections. However, having lived in Europe for many years, I would have to agree that their cable services are in much better shape, or at least they were when I lived there. Not sure if this was because they were better at providing for future growth or because their telcos were so terrible, maybe a combination of both :-) However, as far as ATHM is concerned, they may have a harder time with establishing exclusive arrangements as a broadband portal in Europe.