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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (3066)	3/13/1999 4:20:00 PM
From: Robert T. Miller	Read Replies (1) \| Respond to of 12823

Mike, Or anyone. If AOL maintains the $22 of the $42 that they now get for a dial-up account at 33Kbps then: a. What is the speed of the DSL line that they are offering for $42? b. Does SBC, Bell Atlantic make money at $20 for the DSL loop? c. Have SBC and Bell Atlantic filed a tariff for this DSL offering? d. Does anyone know what the quantity of DSL lines AOL has to commit to to get the $20 DSL line price? e. Can any ISP who commits to that quantity have the same deal? f. If so why is it a secret and where are the other small ISPs whom this AOL deal will put out of business? Right now the cheapest DSL line they can get from Bell Atlantic is $40 leaving them $2 in Internet revenue if they choose to compete with AOL. g. If AOL gets less than $22 for their service and pays more than $20 for the DSL line, what are the numbers and how can they justify charging less for DSL than for dial-up service? h. They way I understand it the bells have to file a tariff for this new low cost DSL quantity discount service and it should be available to any customer that can qualify. It sounds like AOL knows in advance what that proposed tariff is. Why doesn't anyone else? i. Right now most Internet users are paying for an extra telephone line for connecting to their ISP {$12 to $20 per month)and for Internet access (AOL $22 per month). That comes to $34 to $42 per month for dial-up. Who would not switch to AOL DSL at $42?

To: MikeM54321 who wrote (3066)	3/13/1999 7:44:00 PM
From: AJ Berger	Respond to of 12823

ADSL will be pricey in New York for a while. building new infrustructure here is a lot more difficult than in many other cities. Several wire/wireless offerrings are being built now, and even if they compete in a year or so, the market's big enough for them not to have to haveprice wars to gain subscribers for an additional year or so. They are practically giving away Satellite Dishes in New York, and they still can't be the CableTV companies to lower prices. I doubt ADSL will be under $50, which is more competative with DirecPC and Cable Modems for at least another 18 months.