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Technology Stocks : AUTOHOME, Inc

ATHM 23.13

+0.3%

Jan 23 3:59 PM EST

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To: Ted Schnur who wrote (10955)	6/10/1999 4:35:00 PM
From: ahhaha	Read Replies (2) of 29970

Operationally you've forgotten or don't know the problems of accommodating such a feed in the last mile. The last mile is under the purview of the MSOs. They are with whom the copper ISPs must negotiate and it is in their backyard where the big modifications must be made. What happens when 500 users are pointing in directions that supersede the caching server function and make them superfluous? The data moves farther away from the user and the load rises proportionately on every access segment up to the NAP or data center. The redundancy model is compromised unless every ISP has substantially the same constant sites engaged. Don;'t you get it? That's part of the ATHM strategy. You get many of your users hanging on to the same site so that economies of usage scale through your redundancy model. That is also part of porthole strategy. You don't retain that if you have many ISPs with diverse pulls. No ATHM doesn't loose in subscriber market unless you buy the argument that T-ATHM is going to have a monopoly in broadband cable. This is a very poor assumption to make. I wouldn't make that assumption. I would make the contrary assumption and find a way to accommodate open access. This is the way to big profitability. What you and T want is confrontation. Don't confront when you have the advantage. Serve. What about advertising revenue? Why do you believe it is so significant? The advertisers on the 'Net have yet to figure out how to be successful with it. There are some successes. You won't hear a word from the 99% failure rate except through the stock market. There is a major mistake taking place here where it is assumed that e-commerce growth is associated with advertising profits. Why is it that everyone believes that ads will work on someone else but they won't work on them? Somehow it is assumed that 'Net ads are like tv ads. Well, maybe when we have ubiquitous full-motion 10mbps optic delivered BB that that will be more the case. Right now it isn't even close. No ISP will enable someone to hog the cable. ATHM has set a precedent on that front in Fremont. Considering that the computer industry service set-ups is an operational nightmare, I guess they all should be shut down and computers should be sold caveat emptor. That would be incredibly bullish for the companies and extremely constructive for computer buyers. The last thing that intellect will admit is that free market capitalism will achieve the greatest good for the greatest number, so I guess it's back to the guaranteed existence. In light of the fact that the computer world thinks fulfillment is so important, it shouldn't be that difficult to implement it within something far more important. That's merely agreement. The legal and physical problems haven't even been solved yet. All parties would have to agree to centralize part or all of operations? This is business school talking. "If you continue down this path to reduce the operational cost, you end up going full circle, and it starts looking like a single ISP again." This sounds like the Wharton School of Economic Unrealism. But this one takes the prize: "I doubt that ATHM could come up with a standard package that everyone could agree to." You're right, but that isn't what a free market solution is. The point is that ATHM doesn't need to engineer some song and dance for others to learn. They are sitting in the catbird's seat. The others can design whatever they want and cut deals with ATHM in order to utilize the knowledge and experience ATHM has gained by having created a real BB network.

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