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Technology Stocks : AUTOHOME, Inc

ATHM 22.23

-4.5%

3:59 PM EST

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To: FR1 who wrote (12225)	7/10/1999 6:07:00 AM
From: E. Davies	Read Replies (2) of 29970

I don't know what is going to happen in Canada either. A great deal now depends on how the regulations are implemented. It will be very interesting to hear the details, possibly many of the ISP's will lease from ATHM. The government rarely regulates an industry to its death. Usually it just chokes it until every breath is a tedious agony. You get life, but nothing thrives. ATHM has gotten a pretty good head start in Canada and I don't think there are a lot of people strongly loyal to any specific ISP such as AOL here in the US. I think @home still will have the large majority of customers. But I'm really only guessing. I'd love to hear from some of you folks from Canada. What will suffer the most I expect in the long run is the performance of the network. Thanks to the Canadian government cable will degrade naturally to the point where you pay a little more than dial-up and get performance a little better than dial-up. That is the natural economic balance point when noone has the power to prevent it and everyone has to share the same finite bandwidth. Eric

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