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Technology Stocks : AUTOHOME, Inc
ATHM 23.21-1.8%Nov 20 3:59 PM EST
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To: FR1 who wrote (12225)7/10/1999 12:24:00 AM
From: roly  Read Replies (2) of 29970
 
ATHM is a victim of bad press and uncertainty.

Please correct if I'm wrong. I thought that HSAC is a mini
version of ATHM except Paul Allen uses his cable system
as the pipe line.

If this "open access BS" should affect ATHM, shouldn't HSAC be also?
Why is HSAC (P/S = 1117.6) up 20% today and ATHM down 1.82%(P/S = 189).

ATHM must focus on increasing their subscribers. This is their best offense against this open access. Investors will realize the potential of the company and will come back. The worst combination is for this open access drags and ATHM not meet their projected subscribers nos.

Don't expect any good publicity from the media (CNBC ,etc). I bet they realize the potential of cable internet and consider them as a threat. I thought I read a comment by Bell that before Excites merger with ATHM, he thought that Excite will be a takeover or acquisition target by one of the media giants. Now with the merger, it could be the other way around.

It's good for these politicians to line up for open access which is AOL. This will backfire. People hates politicians.

I though I also read that the reason open access is not possible is because the cable lines cannot be allocated to ISPs. Even ATHM claimed that the test by GTE and AOL was rigged. Why not come out and say "OK, WE ARE FOR OPEN ACCESS IF YOU CAN FIGURE HOW TO DO THE PROPER ALLOCATIONS TO ISPs"

Finally, does ATHM owns any intellectual property or patent on the use of cable for the internet?

Thanks for any info.

back to lurking...

Roly
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