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Technology Stocks : AUTOHOME, Inc
ATHM 23.10-1.5%Dec 3 3:59 PM EST
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To: Jing Qian who wrote (13485)8/4/1999 1:51:00 PM
From: ahhaha  Read Replies (2) of 29970
 
You have a pretty good assessment. I might suggest though that high speed adds a content potential to common Internet which gives that form of access the added dimension where people are willing to pay. That only works for ATHM where the company direction moves in the Doerr + Jermo conception rather than the Armstrong + Bell one.

For example, I'm willing to pay $5 - $10 per to watch new films on my tube. And please, don't give me this Realplayer method for doing it. That capability should be controlled within ATHM's domain, not by local software.

Ads won't provide much to revenues because the PC or STB can be sufficiently sophisticated to manage any output so that ads can be completely eliminated. Ads now are blatant intrusions of privacy. They are at best a nuisance. Marketing in the future will be elective presentation. I want to buy something. Here is video catalogs of what everyone has and independent evaluations of the products. Once I know what I want, I go to a store or order over the Net. The Net provides information about products, if you want it.

High speed is fertile ground for many interesting developments which haven't been conceived. One could look at it in analogy to radio and television. Once cable is established and ubiquitous one will be able to make more concrete projections about what can be done with the medium. During the early '50s tv channels would put a picture of say, the Golden Gate Bridge, on for many hours during the day attended with some musak, because they didn't have anything to broadcast. Eventually soaps were discovered.
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