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To: E. Davies who wrote (10404)	6/5/1999 2:01:00 AM
From: ftth	Respond to of 29970

from the company's SEC filings: In the event that the FCC or another governmental agency were to classify the cable system operators as "common carriers" of Internet services, or cable system operators were to seek such classification as a means of protecting themselves against liabilities, the Company's rights as the exclusive ISP over the systems of certain of its Cable Partners could be lost. In addition, if the Company or its Cable Partners in the United States were classified as common carriers, they could be subject to government-regulated tariff schedules for the amounts they could charge for their services. Rogers and Shaw have informed the Company that, due to certain Canadian regulations, they are required to provide access to their respective networks to third-party ISPs. Although no third party currently uses Rogers' or Shaw's networks for purposes of offering Internet services, these Canadian regulations preclude the Company from having an exclusive contractual right to access to these networks.

To: E. Davies who wrote (10404)	6/5/1999 2:01:00 AM
From: ahhaha	Respond to of 29970

It is easy to say that x and y can do this and that, but it is quite another thing to do it. No, it isn't TCI's last mile that is the cutting edge. The big added value is the network from the headend upward. That's where complexity and expense is concentrated. The last mile is quite simple and it is in that simplicity that other technologies can get a foot hold into the network. What is interesting is that even if they do, they will still need the big bus management and the backbone feed which will be of the order of terabits. Let's see land based wireless handle thousand mile terabit transfers. It is EXDS and ATHM that are learning the ropes of mass transport management.