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To: MikeM54321 who wrote (3469)	4/27/1999 3:43:00 PM
From: Doughboy	Respond to of 12823

MikeM, one website you might want to take a look at is www.clec.com which has a comprehensive list of DSL providers (data CLECs). Some are public; some are not. As for your further comments, and lml's, I'm afraid that you are exposing me for the fraud that I am. Your understanding of the competitive field and the ILEC strategies is much more sophisticated than mine. Doughboy.

To: MikeM54321 who wrote (3469)	4/27/1999 4:00:00 PM
From: VIXandMore	Read Replies (1) \| Respond to of 12823

Mike, Doughboy et al, Northpoint is going public next week. They are in my opinion, as good as a data CLEC as there is. I'm in the process of reading their prospectus, which I thought you might be interested in, as it is only a couple of days old: sec.gov -Bill

To: MikeM54321 who wrote (3469)	4/27/1999 4:25:00 PM
From: Hiram Walker	Read Replies (1) \| Respond to of 12823

MikeM54321,has anyone seen ahahaha. I want to tell him to eat my shorts,saying HLIT was a crappy company going nowhere. He made me cry and stole my wallet,and I haven't recovered yet. Hiram

To: MikeM54321 who wrote (3469)	4/27/1999 5:15:00 PM
From: lml	Respond to of 12823

I think one of the toughest issues that the ILECs (and DSL Providers) have to deal with is the bandwidth issue. How are they going to compete with AT&T and it's cable pipe? MikeM: As I read it, the telecos response to the bandwidth war that will undoubtedly be played out in the years going forward, will require the telecos to deploy fiber-optic cable beyond the CO along the "last mile." The key to bandwidth is not necessarily the copper pair running from your house, but the distance limitations of copper's ability to carry large bandwidths. Shorter copper loops should enable the telecos to compete with the cables. But the revenues to finance this capital expense won't be there unless they establish a DSL footprint today. Cable Question I understand that the co-axial component of cable systems cannot multiplexed, unlike copper & fiber. Can any of you knowledgeable guyes comment? Thanks.

To: MikeM54321 who wrote (3469)	4/28/1999 7:40:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

>I think one of the toughest issues that the ILECs (and DSL Providers) have to deal with is the bandwidth issue. How are they going to compete with AT&T and it's cable pipe?< Mike, there's an old saying, "Never stand in front of your enemy when he is trying to destroy himself." (This bit of sage precedes political correctness.) Unless the cablecos do some serious realignment of their downstream distribution networks, i.e., from the field nodes to to the residence, they too will face similar, if not even greater, throughput problems.