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Technology Stocks : AUTOHOME, Inc
ATHM 24.08-3.1%Nov 14 9:30 AM EST

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To: Frank A. Coluccio who wrote (11117)6/12/1999 3:52:00 PM
From: Frank A. Coluccio  Read Replies (3) of 29970
 
Of course, this logic could be extended one final step [on this plateau, at least], and that that ATHM should also be thinking in terms of extending their reach by means of all DSL and wireless services, as well. Why not?

This is what any truly sovereign and enterprising firm in the web business would be looking to do, where they don't have current cable provisions in place. Why should ATHM be any different, except for the not-invented-here qualities that the consortium partners possess, which gives all appearances of being alive and well at this time, just as it was during the Paradigm Wars of the Early Nineties.

If they don't seek access for the delivery of their core services, wherever possible, I would have to seriously wonder what was wrong with the overall picture. It's about content and services delivery, is it not? It's not about the three letter acronyms which define the nature of the last mile tech. What am I missing?

Let's look at it from another perspective. What do you suppose AOL would be inclined to do in a territory that was equally endowed with all three cable modem, wireless and ILEC PON alternatives, in addition to dialup and CLEC/DLEC DSLs?

Keep in mind, while you are at it, that some PONs and wireless data platforms will also avail themselves to program cable TV services (such as the BLS model I linked to, upstream), as well.

This gets better all the time, this last mile stuff, doesn't it? Comments welcome.

Regards, Frank Coluccio
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