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Technology Stocks : AUTOHOME, Inc
ATHM 22.60+3.5%Jan 8 3:59 PM EST
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To: ahhaha who wrote (688)11/21/1997 1:36:00 PM
From: Altec   of 29970
 
You stated it far more eloquently, but the physics are very simple:

. The phone cos are *struggling* to get 1.5 Mbps service to any reasonable distance with DSL (current commercial state of the art is 12,000 ft; less than 50% of homes & businesses are in this reach'); plenty of copper plant upgrades are required to even make this happen

. Hybrid-fiber-coax delivers up to 30 Mbps over a single 6 Mhz channel; most cable systems are 550-750 Mhz (80-110 channels or so + overhead)

Cable has an absolutely *massive* bandwidth advantage over phone cos. This is already of advantage for @Home today, but as the world moves to even more bandwidth intensive applications, the advantage will become more and more apparent. DSL is a bandaid on inferior infrastructure in comparison.

ATHM wins.
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