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Technology Stocks : AUTOHOME, Inc

ATHM 22.92

+0.8%

3:59 PM EST

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To: ahhaha who wrote (11471)	6/19/1999 5:22:00 AM
From: E. Davies	Read Replies (2) of 29970

T wants ATHM carried exclusively on all cable MSOs. That isn't a competitive market Even in a situation that monolithic there still still should be enough competition to prevent stagnation. People seem to forget that the market segment is high speed internet, not cable internet. Being worried about an ATHM monopoly is like being worried about an AAPL monopoly. Apple has a monopoly over Mac-Os computers, do they need to be forced to open their manufacturing facilites to produce Mac clones The two markets compete through technological change, but the companies within these two markets only compete with each other on a basis of quality and cost of service and content What is that if not competition? quality-cost-content. What else is there worth competing about? In reality two cable ISP's such as RR and @home would probably Copper does compete with cable. So will wireless, and maybe satellite or even power line access. Then of course there is fiber. Three different methods of delivery should be Bork test enough. I think competition between different technologies will create more drive to improve than multiple ISP's over the same wire ever could. Where is it supported that if the cable MSO will only carry one preferred cable ISP, then the public must be offered the possibility within any franchise to take another MSO's offering? I'd love to see this. Its essentially the MSO's giving up monopoly rights. ATHM's potential total market would increase too since they could go after TWX customers. Problem is, there are actually times when monopolies make sense. They make sense when the cost to build the infrastructure cannot be repaid with the market split too thin. I don't know if cable is at that point or not. I feel very similarly about "open" access for the cable wires. If it could be done properly without destroying cable access I'd be all for it. So far I agree with the side that says "open" access would be just too complex to implement right now. Eric

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