AUTOHOME, Inc Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AUTOHOME, Inc

ATHM 23.48

+1.2%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: yihsuen who wrote (11918)	6/30/1999 9:12:00 AM
From: Lane Hall-Witt	Read Replies (3) of 29970

"By 2002, we expect to have a 25 percent market share of the ISP market, without regard for speed," said ExciteAtHome President George Bell. biz.yahoo.com This is a pretty bold projection! Look for ATHM to lower prices below $30/month as part of their ramp strategy; they must have figured out how to deliver their service at a significantly better price than AOL (access plus additional phone line). Here's current pricing, as per the ATHM site: home.com FWIW, I don't expect free ISP services to be a problem in the U.S. Free ISPs in Europe support themselves in large part by skimming a percentage of the toll telephone companies charge for local calls. Users only have to be online 30-50 hours/month to generate $20 for these ISPs, I think. (In fact, ATHM will be far cheaper for Net power-users than "free" European ISPs accessed by phone.) Without similar tolls, free ISP service on a mass scale is hard to imagine. Some people believe that access is such a commodity that it can be supported entirely by advertising and commerce. That day may come, though I doubt it'll be implemented as a working model on a mass scale. If it does come, the winners will be the players who can achieve economies of scale: ATHM, AOL.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next