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 24.95

+0.4%

1:07 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Michael Young who wrote (12371)	7/13/1999 8:16:00 PM
From: E. Davies	Read Replies (3) of 29970

The worst lies are those that are deliberate half-truths. Only you know whether you are deliberate or not. ATHM did not "transform into an E-commerce play". Long before the purchase of Excite @home intended to "drive the price towards zero" by making larger and larger revenues from advertising and e-commerce from the @home web site. If anything the purchase of Excite was an acknowledgement that @home was not pulling together enough compelling content to achieve its goal. The trend has been clear for a long time, @Home is only doing what they must do to survive. AOL brings in a lot of revenue from advertising. Dial-up ISP's are rapidly heading towards various forms of "free" access. $40/month is simply too much for many people to pay. For @home to be a success they needed to find a way to create some impressive broadband content and earn some revenue beyond subscriber fees. I do agree that they bought XCIT at exactly the wrong time and paid far too much. But they needed the skills excite had to offer. @home has not "lost direction" even a tiny bit. They have always sought to be the very best in the broadband world of the future. If anything what we are suffering from the most is the choice from TCI to move slowly on its upgrades. Eric

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next