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To: DownSouth who wrote (8885)	5/1/1999 4:16:00 PM
From: E. Davies	Read Replies (2) \| Respond to of 29970

ATHM users will experience much faster throughput than dial up and most xDSL services xDSL is of course central to my concern. If xDSL is fast enough to shift the burden to the backbone then cable has no advantage if cable also depends exclusively on the backbone. The marketing claims of xDSL that you "dont have to share bandwidth with your neighbors" is of course in most ways untrue, but it has a very powerful appeal to it. @home will need to create something with similar marketing appeal to compete effectively with dsl. Similarly dial up isp's will continue to compete based on price until @home can get serious about generating revenues through advertising and e-commerce. These can only happen if @home can provide something on its portal that people find worthwhile. Again being able to be better than the backbone will give that portal a advantage. ATHM needs to be able to become much much more than just an ISP in order to justify its price and the price I hope it will achieve. They know it too and have grand plans. I hope they can fullfill some of those plans. Eric

To: DownSouth who wrote (8885)	5/1/1999 4:18:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 29970

It appears to me that new and untapped supplies of bandwidth are forming in the core, in the heart of the backbone. DWDM-ified fiber is becoming plentiful at a pace that the last mile and edge cannot easily keep pace with right now. But the bottlenecks will continue to exist in the last mile and other resources such as routers and servers. Other than that, there's plenty of "head room" on many of the newer (but by no means, all) of the existing gigabit, and soon to be terabit, routes. I don't think that the scenario you've described is likely, at least not during near term. Too many other traffic management hooks are not in place, yet, to allow for the kinds of flows, mostly interactive and real time, that you've implied might choke most current and soon-to-be-in-place backbone(s). Someday, those hooks will exist... and the tide will very likely shift, again. At that point all this talk of bandwidth glut in the core will be revisited and a few folks will have their private laughs.