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To: Jeff Fox who wrote (75510)	3/5/1999 1:32:00 PM
From: Gerald Walls	Read Replies (1) \| Respond to of 186894

Each of these technologies have serious service limitations. Cable base requires access to digital cable service. Also todays cable systems have finite total bandwidth that quickly degrades as new users are added. Meanwhile ADSL only works for customers very close to their telephone central office. And US West wants almost twice as much for one-quarter the speed of a cable modem, once you factor in the ISP cost.

To: Jeff Fox who wrote (75510)	3/5/1999 3:22:00 PM
From: gnuman	Read Replies (4) \| Respond to of 186894

Jeff, re: "Intel's goal of "one billion connected PCs". That seems like a good subject for the thread. Looking at the US home market, I recently read that 50% of homes don't have a PC, and 60% of homes aren't on the net. Based on the last census I estimate about 55 million homes with a PC, and 44 million on the net. (I also read that people using the net will double by 2005). What will drive growth in the 55 million homes without a PC or the 66 million not on the net? Or another way to ask it, "How do you get to 80% of homes with a PC and connected." (Doubling those on the net). At that point in time, what will a "connected PC" look like? Will many of these be "appliances" of some type? If we achieve 88 million connected homes in the US in 2005, where do the other 912 million connected PCs come from? Are business and ROW connections going to be that large?