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Technology Stocks : AUTOHOME, Inc

ATHM 23.38

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3:59 PM EST

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To: ahhaha who wrote (10661)	6/6/1999 10:53:00 PM
From: Rippletum	Read Replies (3) of 29970

An interesting view is that AOL is nothing more than a fancy web page with a message center. It is not an ISP, WCOM is the ISP and the other bell operating companies, AOL is just a reseller of those ISP's. This may not be completely accurate but I think there is much truth to it. It is also true that AOL wants T and Athm to be merely a utility so that AOL can resell its service with the highest of mark-up. Ahaaaa's comment that the advertising revenue is not important is missing the truth, many of the television companies operate on advertising revenues alone, same for newspapers. The advertising based model of operation is true today and many expect that at some point your cable ISP will be free and fully supported by advertising revenues. It is those revenues that T is after and the main reason why Xcit was acquired. It seems clear from the various interpretations of the meaning of the Portland case that it will need to be overturned either by a more thoughtful appellate court, a responsible FCC or local government by local government as they realize the folly of the Portland experiment. The one concern I have is that in one of the Portland articles a Portland politician was quoted as saying that the open access initiative will be considered by more and more entities either at the time of approval of the change of franchise ownership, or most importantly at the time of "RENEWAL". The ongoing threat is truly an impediment to the flow of capital into this cable investment and so the sooner this issue is resolved the better. Hopefully the FCC will timely address this situation due to the nature and importance of timing of the rollout of this competitive medium as opposed to the rollout of DSL. These Portlanders could be spoilers well beyond their boundaries and they should be chastised for their lack of insight into the interworkings of our capitalist market and how it is impacted by governmental (judicial) intervention.

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