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To: G. H. who wrote (29203)	3/11/1999 12:15:00 PM
From: margin_man	Respond to of 36349

You mean what a difference an analyst can make.

To: G. H. who wrote (29203)	3/11/1999 2:31:00 PM
From: John Stichnoth	Respond to of 36349

Thanks yours. It was a helpful article. Also, comments on TI and Pair helpful. I'll have to keep an eye open in this area. More on my concern about the roll-out. This was from our local paper last week: ----- Three months after Bell Atlantic was to have put a faster, higher-capacity pipeline -- called digital subscriber line service or DSL -- into 12 North Jersey towns, only a few homes have it. Yet consumer demand potentially is strong: Seven of eight people with computer modems said in a recent national survey they want faster Internet access. Bell Atlantic said the 12 towns are equipped for DSL, but would not disclose how many customers it has hooked up so far. The company says it is on schedule with its plan to have 48 of the 200 New Jersey central switching offices equipped for DSL by the end of the year. ----- If only 48 of 200 CO's are going to have dsl capability by year end (24%), some number of homes and businesses below that will have access to DSL, because not all homes will have filters/boosters and other crap (installed in the analog era) between them and the CO. Also, aren't some homes not connected directly to a CO, but instead are routed through intermediate boxes? Just because a CO is DSL-ready doesn't mean all homes in its area can get DSL. I think. The point of this, I guess, is that DSL's penetration lags cable modems', partly by design (RBOC foot-dragging) and partly because of legacy systems. Of course, I don't know if Bell Atlantic is typical of the other RBOC's. And of course, there is the issue of price--but don't get me started. Best, JS

To: G. H. who wrote (29203)	3/11/1999 8:20:00 PM
From: John Stichnoth	Respond to of 36349

GH--To close out our discussion of "build-out"--I thought some more about my statement that "just because the CO has DSL doesn't mean all the homes in the area have it", and realized I had a way to test that statement, very unscientifically. Bell Atlantic has on their web site a page that lets you see if a given telephone number can get a DSL connection. The newspaper article I have been referencing lists the 12 Bergen County towns that BA reports have DSL. I went to the phone book and found 14 numbers in two towns, Hackensack and Oradell. I queried the BA web site. Result: 4 of the 14 numbers can't get DSL. 10 of 14 can--according to the web site. That's not a bad percentage; better than I expected. The upshot is, if the 10/14 holds across the state (a big if), by year end Bell Atlantic will have about a 17% penetration of New Jersey. JS