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Technology Stocks : AUTOHOME, Inc
ATHM 22.04-4.0%Jan 30 9:30 AM EST

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To: gpowell who wrote (11656)6/23/1999 10:54:00 AM
From: David Harker  Read Replies (1) of 29970
 
>Currently the cable guy is spending half his time installing
>software and hardware at the customer site - the subscription
>rate could double if ATHM would just out source this.

Not true. TCI is already outsourcing the installation of SW and
NIC cards - I am a subscriber and talked at length with the
guy who did that for me, during my install. He told me the name
of his company, which I have forgotten, but it WAS an outsourcing
arrangement. There was also a TCI guy there who only tested the
cable line signal, installed a filter between the line to the
computer and the other (TV-hookup) cable lines.

Regarding subscription rate increases, last night on the local
news they had a story about @Home and how it is becoming popular
here (Rochester, MN). In a city of 60-70k, they have 1,000 subs
in 6 months. They started out doing 40 installs per week, then
upped it to 80, and now to 100. Their install people are working
in shifts so they are doing installs 16 hours per day. They
interviewed a local cable guy for all that info - basic conclusion
is they are absolutely swamped. A partner of TCI (Bresnan) is
the local cable Co, was TCI until a few months ago. My connection
has been flawless - always there.
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