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Technology Stocks : AUTOHOME, Inc

ATHM 24.92

+0.3%

Nov 12 3:59 PM EST

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To: ahhaha who wrote (14514)	8/14/1999 8:53:00 PM
From: gpowell	Read Replies (2) of 29970

Frank, I'm getting an error when I click the link you provided. Let me sum up what I proposed late yesterday (I would provide links but they might not work.) The discussion starts with post# 14407. I propose open access. Under this new paradigm open access would mandate that ATHM (or some other Network Service Provider) share their capabilities with all current ISP's by connecting those ISP's through ATHM's backbone to the headend. The following sums up the physical relationship : From the headend back ATHM would own the infrastructure, including the backbone. The MSO's would own the last mile. Current ISP's would link their systems to ATHM's backbone. A customer would then be free to choose their own ISP - the cost to access the network coming bundled with the service. Since content and services would not be dictated to customers by ATHM this form of open access should be acceptable to all parties. I believe it is in the best interest of all parties for ATHM to renounce their exclusive agreements with all MSO's and immediately implement the one network paradigm. (just a tad of hyperbole) The MSO's must give up direct control of ATHM. ATHM would agree to restrict it's services to Internet data services; leaving VoIP and the traditional analog and digital broadcast TV to the MSOs. ATHM would be split into two or more divisions. One concerned primarily with the network infrastructure and the other an ISP providing content and services. ATHM would then be free to offer its services to other distribution channels. Immediate repercussions of this decision will be: 1. The end of the open net coalition. 2. The infusion of cash from other ISP's which can be used to increase the install rate. 3. The quick bandwidth saturation of the last mile. My proposal provides for 3 layers of competition. 1.) At the last mile between: cable, dial up/dsl, wireless. 2.) Network Service Provider (NAP) (ATHM's current role) - the last mile bandwidth would be leased to the highest qualified bidder. The bandwidth is not partitioned between service providers - it's all or none. 3.)Current ISPs compete to be the User World Provider (UWP) for end users. These companies provide the traditional internet experiences e.g. AOL's home page Let's look at last mile bandwidth mangagement: Assuming nominal node size is 500 and penetration rate trends to 25%, by 2001, then local loop will have 125 users. 30mb/s bandwidth can be partitioned into 4 tiers of service with maximum transfer rates set. for example: Bandwidth tiers max. rate (kb/s) (not guaranteed at all times). Tier one 128K Tier two 256 Tier three 512 Tier four 1024 The actual values of the four tiers should be set to prevent bottlenecks if at all possible. This can be accomplished by setting prices which cause customers to shunt to DSL, wireless or dial up. Essentially the MSO's can set the penetration rate which best balances revenue with service. The last mile bandwidth pricing is controlled by the MSO's. The end user bill encapsulates 3 service providers fees [MSO's tiered service + Network Service Provider + User World Provider] sorry for the misdirected link to ahhaha - but I'm having trouble responding directly to your post

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