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To: Clarksterh who wrote (1389)	4/30/1999 7:56:00 PM
From: JMD	Respond to of 5853

Hi Clark, I suspect you already know my prejudices in this area but my guess is wireless [as the final "hop" into the home]. I have bought into the WCII story as an investment vehicle, i.e., I'm long WCII. There's little doubt that other pipes to the home are being, and will be, built: cable modem, DSL, and satellite. I can't convince myself that there will be ONE winner here as some technologies will prove cost effective in one region but not in another. It is equally likely that some will be simply marketed more effectively [thus winning market share w/o regard to tech superiority] in one region versus another. Long story short, I think you need to spread your chips around the table to play the 'last mile' game. For DSL, I would have/should have bought COVD but procrastinated and refuse to enter at these levels. Looking at ALA as an alternative. For satellites, I'm very long LOR. For cable, I have no suggestions as I don't understand that business and can't figure it out. I think my kids have a few hundred shares of T given them by their grandma many years ago so that will have to suffice. Kind regards, Mike

To: Clarksterh who wrote (1389)	5/11/1999 12:57:00 AM
From: Scott C. Lemon	Read Replies (2) \| Respond to of 5853

Hello Clark, > If that is true of the list of 4 or 5 possible bottlenecks, you've > removed one. The question is which one or two are the biggest > remaining restriction points? I think it is last mile and server > technology. Any comments? There are also ways to improve the infrastructure itself ... don't just think about the end-points ... how do you make the infrastructure a much more intelligent part of the puzzle? I truly believe that we need to evolve forward, and move away from end-to-end packet routing for all content. The future will also include proxy/caching services (for a wide variety of reasons) and this will lead to intelligent "object routing" ... The server can be small if the caching is done right, and distributed properly throughout the fabric of the Internet ... I think this is coming, slowly but surely. Scott C. Lemon