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To: Bernard Levy who wrote (2914)	2/20/1999 5:27:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"It looks like industry consolidation in the DSL space will soon become ferocious." Bernard, I have to admit any spare time I have had for investment research has not included any DSL plays. So I'm curious as to what you meant by your statement above. Do you see something happening with any particular DSL players or did you mean you believe there are actually going to be widespread deployments of DSL technology? I have to say, I'm somewhat a sceptic of DSL because I've been hearing how it was going to be mainstream for about as long as I have heard ISDN is going mainstream (well almost as long). I always felt like that telcos (my general term for all the LECs) were always making promises that simply never happened. Thanks, MikeM(From Florida)

To: Bernard Levy who wrote (2914)	2/20/1999 5:50:00 PM
From: lml	Read Replies (2) \| Respond to of 12823

Bernard: I'm curious also as to your perception of industry consolidation in the DSL space, when it is the particular space where competition, as originally envisioned by the Telecom Act of 1996, now exists. Eliminating competition through consolidation IMHO would run counter to stated FCC policy. If anything will become ferocious, it will be pricing competition. With PacBell dropping its residential DSL to $49/mo, including ISP service, the CLECs have had to respond accordingly. In my neighborhood, 38,000 ft out, the CLECs are offering IDSL. Guess who's now considering adding IDSL to their portfolio of data solutions? Questions on IDSL The CLECs are offering IDSL at a guaranteed bandwidth of 144 Kbps. Pacbell claims this IDSL is really only 128 Kbps -- that delivering a bit rate more than this is not possible over an ISDN line. I presently possess an ISDN line. What changes would a CLEC make to my line in order to deliver IDSL? Is there any benefit (cost savings) to the CLEC because my existing line is provisioned for ISDN? TIA lml