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To: John Stichnoth who wrote (3551)	5/5/1999 10:09:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12823

>Their question is not whether to install, but how do they find a way to install? Someone will find a model that works for the end-user and makes a profit.< The inference would be that that "someone" will likely be a much larger player, portending a consolidation of the smallers. A model such as you speak of would require defining the assumptions going in. What are they? Define service mix first, inclusive of quality of service and response times guaranteed. And then expand on what you perceive to be the subscriber base potential. What competitive threats exist within the same locale? Demographics. Churn rate? It's not as simplistic as running an excel spreadsheet, as one would imagine. There are lots of gotchas along the way that could muddy it up good for a small guy, that would simply roll off the back of the larger players who could adjust rates due to their pricing elasticity. I'm open for suggestions on how to model this thing. The largest threat to all DSLs is that still un-named next wave operator who takes the bold step to deliver fiber to the structure in a more ubiquitous manner. And, as we are not there yet, it is something that is in the backs of most architects' and strategists' minds, to be sure.

To: John Stichnoth who wrote (3551)	5/5/1999 10:28:00 PM
From: ftth	Read Replies (1) \| Respond to of 12823

This may help a bit: Monthly charges for DSL Covad Communications Co. Santa Clara, Calif., 408-490-4500; covad.com $90 to $195 Cox Communications Inc. Atlanta, 404-843-5000; cox.com N/A Electric Lightwave Inc. Vancouver, Wash., 360-892-1000; eli.net N/A E.spire Communications Inc. Annapolis, Md., 301-617-4259 or 888-398-2274; acsi.net N/A Focal Communications Corp. Chicago, 312-895-8274; focal.com N/A Harvardnet Boston, 617-772-6771; harvard.net $300 to $1,200 ICG Communications Inc. Englewood, Colo., 303-414-5000; icgcomm.com 95 Intermedia Communications Inc. Tampa, Fla., 813- 829-0011; intermedia.com $295 to $1,295 Nextlink Communications Inc. Bellevue, Wash., 425-519- 8900; nextlink.net N/A Northpoint Communications Inc. San Francisco, 415-403-4003; northpointcom.com $100 to $200 Rhythms Netconnections Inc. Englewood, Colo., 303-476-4200; rhythms.net $125 to $750 Teligent Inc. Vienna, Va., 703-762-5100; teligentinc.com N/A TCG Cerfnet San Diego, 619-812-5000; cerf.net N/A Vitts Networks Inc. Manchester, N.H., 603-656-8000; vitts.net From $100 Winstar Communications Inc. New York, 212-687-7577; winstar.com N/A or, you can go here: message.data.com and generate your own table based on 20 different parameters dh

To: John Stichnoth who wrote (3551)	5/6/1999 8:06:00 AM
From: Frank A. Coluccio	Respond to of 12823

John, I see that Dave beat me to the punch with the pricing references which could be used for comparative purposes. But I would be cautious about drawing any conclusions from those price tags. If the Covads and the Northpoints of the world are doing their jobs correctly, most of their DSL offerings will resemble those of marie-and-mario.com's in name, only. But they will need to be worlds apart in features and the comprehensiveness of solutions offered. Commercial grade DSLs will, by their very nature, require certain superior levels of service assurance and SLA-like properties in order for them to survive and prosper. They will need to compete with extremely determistic services such as ATM, ISDN and dedicated lines. To be sure, these comparable service levels will be essential in order for them to garner the types of fees that they're requesting for their services. The options I'm referring to are those which would contrast with a simple best effort Internet access-only type. Best effort at higher speeds may be all that's necessary for satisfying residential end users seeking web access for the moment. In contrast, commercial users will be looking for portals into voice, VPNs, assured levels of QoS/ToS, security, customized gateways for extranets, etc. These require far more extensive levels of network architecting, and infrastructrue preparedness and upkeep (both operationally and planning-wise) than simple DSLAMs and edge connectivity schemes that mario might pick up at Radio Shack. Hence, the higher costs. The model that I may have asked for in previous posts may only be an over-reach type of exercise, in the fianl analysis, in order to force the issue of making these comparisons, but there is no single set of attributes that can used for the purposes of comparison to satisfy all of the emerging dsl venues on an equal basis. Looking forward to other comments and corrections. Regards, Frank Coluccio