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Technology Stocks : AUTOHOME, Inc

ATHM 23.40

0.0%

1:30 PM EST

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To: Marco Polo who wrote ()	9/30/1999 10:15:00 AM
From: Jack Hartmann	Read Replies (2) of 29970

Huge volume again. I think that ATHM may face a difficult time increasing subscribers beyond 5 million. DSL ISPs are hitting hard in the Chicago suburbs. I see the suburbs out here getting DSL first. I'm not sure if any DSL users would switch to ATHM even though it may be 1M+ faster time. I'd appreciate hearing from any DSL users who have ATHM in their area. Also, Dish network and Direct TV are duking it out in our area. Web TV is available on one (I can't remember which), but wireless access is coming on faster than I figured it would. I've used WebTV via cable, but not seen the wireless version. If it is the same quality, will this further erode ATHM potential share of new subscribers? I'm not sure what it would take to have a wireless ISP, but it may come faster than ATHM getting in the Chicagoland area. Also, the users of Dish and Direct that I know would never go back to cable TV. I own ATHM, but have questioned whether it will be the future of broadband. Jack

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