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Technology Stocks : AUTOHOME, Inc
ATHM 23.89+2.2%Dec 5 9:30 AM EST
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To: Frank A. Coluccio who wrote (13214)8/1/1999 2:02:00 PM
From: KailuaBoy  Read Replies (1) of 29970
 
Frank,

Segmenting nodes into 500 to 2,000 homes passed is a start. Why won't equipment manufacturers naturally increase efficiencies as their product offerings become more mature? Digital compression, DWDM, whatever. Your argument is that managing growth in the network is difficult. So. ATHM will be the only company in the US that knows diddly about it. They will develop efficiencies as they run into the same problems again and again. It will make them the experts. They will be able to anticipate and roll changes, provide the QOS required by customers. Who else will do it? The cables won't be able to do it. DSL will have their own "insurmountable" problems that they will surmount.

Clearly you have the wheel on the technical nuances. Am I wrong in assuming that what you stated is part of rolling any large scale network?

KB
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