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Technology Stocks : AUTOHOME, Inc

ATHM 24.08

-3.1%

Nov 14 9:30 AM EST

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To: gpowell who wrote (14496)	8/14/1999 5:29:00 PM
From: E. Davies	Read Replies (1) of 29970

Please provide examples that cannot be duplicated within the protected system of today. Its quite obvious. AOL signs up for open access. So does GTE. They fire up their marketing machines, push the coolness of broadband. Offer cut rate prices, maybe even free installation. Good right? No. Guess what happens. The cable wire which is shared gets completely clogged. @home users who are still paying $40/month soon find that cable is just as slow as dial-up. They say "heck with this, I'll just get DSL". Who do they get DSL from? GTE or AOL maybe? @home has no recourse. They could push the MSO's to add more capacity but that capacity still is shared among all the ISP's. They are forced to compete merely on price instead of on quality. Thats why they call it forced access. Any system that has multiple ISP's competing over the same bandwidth is inherently non-functional. There must be a way to separate the operating spaces of the ISP's. Eric

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