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Technology Stocks : AUTOHOME, Inc
ATHM 23.96+0.6%Nov 18 3:59 PM EST

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To: E. Davies who wrote (14438)8/14/1999 12:20:00 AM
From: gpowell  Read Replies (1) of 29970
 
I agree with the premise, but I wonder about the "solution". To me this assumes that the people who will create the richness of experience are the ISP's.

I was trying to point out that currently there is little or no broadband experience to lose by implementing open access.

After all "open" access is about allowing more ISP's. Right now anyone can set up a broadband content site and make it available to the web. Why aren't they doing this more intensely?

Lack of critical mass. Open access will create more users - albeit at lower bandwidth based on the tiered service. The ISP's will bring the eyeballs. Then entrepreneurs will create the apps to sell to those eyeballs.

All open access does is make it that much harder to guarantee the QOS necessary to make broadband work.

We'll lose faster download speeds because of the tiered service. Content will not be lost compared to now since there isn't much content. Under the open access scenario outlined in my previous posts the last mile bandwidth is conserved. You do not partition it off to each ISP. You lease all of the last mile or none of it. Once it is leased you can partition it as you see fit - but with the tiered bandwidth restrictions outlined above.

It wouldn't be long for most ISP's to disappear or transform into content aggregators and creators once open access is implemented. The ISP business is going to zero dollar value soon - for an ISP to survive they must develop content or aggregate it and then connect to ATHM's network - or create their own network.
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