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To: JMD who wrote (1374)	4/29/1999 3:33:00 PM
From: Don S.Boller	Respond to of 5853

Mike: "GET A COMPLETE AND TOTAL RUNAROUND FROM U.S. WORST".... Living in Oregon - they are our telco. SO, that does not surprise me. Talk about snooze - you lose <ggg>. Best, Don

To: JMD who wrote (1374)	4/29/1999 6:31:00 PM
From: SDR-SI	Read Replies (1) \| Respond to of 5853

Mike: As a complete coincidence, yesterday morning I called our friendly Bell Atlantic corporate accounts office to ask a very similar question - when will ADSL be available in our area? Having just read in that morning's New England section of the WSJ that Bell Atlantic was ready to start implementing several grades of ADSL for accounts in close proximity to their CO's, and our office being less than 50 feet from the CO, I thought it might be worth jumping on and trying it out. In typical Bell Atlantic good-news/bad-news style I was told that our CO would be among the first to actually offer ADSL services and that we were in a very high priority area for implementation, BUT that they really had no idea of exactly when and no idea of expected pricing for the service. The conversation ended with the service rep telling me that I'd probably read about the rates and availability dates before the staff would be told about it by management. It's nice to know they're so on top of things. Although it's nice to see that they are apparently trying to implement a "dumb as a stone" concept, I don't think that's quite what GG had in mind. I guess we shouldn't complain - it wasn't that many years ago that the local Bells wanted to put special surcharges on calls that used their precious voice/dialup systems for "that fax stuff" and "those damned data modems". Talk about being dragged kicking and screaming into reality. Steve

To: JMD who wrote (1374)	4/29/1999 7:39:00 PM
From: the hube	Read Replies (2) \| Respond to of 5853

>>the only undervalued b/w investment I see out there right now is the satellite boys who will get a piece of this pie but certainly not the whole enchilada. OTOH, I'm happy to hear other views. I can certainly make a case for WIND being on the undervalued list, though probably hard to classify as a pure bandwidth play. More like "once we have all that bandwidth, what do we do with it." WIND is the initial reference platform for Cisco's networks platform (cable modems, etc) WIND is closely aligned with NCI (set op boxes, etc) WIND is the underlying platform for Flashpoint's Digita operating system (digital cameras) WIND is the operating system for Tadpole Technology's J-slate handhelds for the utility industry. WIND has a greater than 50% market share for Japanese in-car navigation systems. WIND is the reference system for HP's jetsend technology WIND, via i2o, is critical for NGIO and probably future io WIND is the operating system for Gtech's new lottery terminals WIND is NASA's operating system for various spacecraft WIND is the underlying operating system for much of the switches and routers making up the internet WIND's business model is that they charge a fee for their development platform, plus a royalty for each product sold that contains the operating system. Add up a small royalty on some percentage of the devices connected to the internet, and you can add up to large numbers. Last year (1/99) WIND had $129 million in revenue. (On their product revenue of $96 million, they had a 91% gross margin.) As the runtime royalties kick in, both the gross revenues and the gross margin (% and $) are expected to increase. WIND currently has a market cap of about $650 million and a PE of about 25.

To: JMD who wrote (1374)	5/11/1999 12:38:00 AM
From: Scott C. Lemon	Read Replies (2) \| Respond to of 5853

Hello JMD, I'm curious about something that you said: > On the other topic, I cannot envision ever being comfortable > storing my Quicken personal financial info on a remote server: > thanks very much I'll keep that on my own lil ol' hard disk. So when are you going to be comfortable with an encrypted back-up at another location? What happens when your hard-drive fails? Do you do back ups on a regular basis? Do you store the back ups off-site? What if your home were destroyed by some catastrophy? Fire? Tornado? I can just imagine years ago as people debated the use of banks ... what? Store my money somewhere else? I have a feeling that the solution is coming, and will be something that you might use ... full encryption done at your PC, storing a fully encrypted "blob" of data on a remote server ... maybe even at your bank! The bandwidth is coming that will allow this to be done quite nicely ... What do you think? Comments? Scott C. Lemon