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Technology Stocks : AUTOHOME, Inc

ATHM 21.19

-2.0%

9:55 AM EST

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To: E. Davies who wrote (17014)	11/14/1999 4:31:00 PM
From: yellowfintuna	Read Replies (1) of 29970

Not much new info here. True and not true. The fact that only 2% would be willing to "switch" to AOL does not mean much for exactly the reasons you gave. 1/2 the people have AOL already and the other 1/2 have consiously chosen not to use AOL now. More than 1/2 the people have AOL now. The other" 1/2 " haven't chosen "AOL or NON-AOL". They may have chosen based on BB,Sat,Wireless. In 1996 the choice was not AOL vs. Cable It was Dial-up? Which one? and then Which ISP? The numeric results of where we are now are based on product availability and, then, consumer choice. It does show however that when people think of "reliable and quick" they do not think of AOL. AOL+DSL is not likely to win any new customers from other ISP's. More importantly the fundamental premise is valid. 58% said they are willing to switch. Since 1/2 the respondants probably have AOL now, it implies strongly that they don't have a whole lot of brand loyalty. I wish they would have sorted the responses by who the current ISP is. Give 'em speed and reliability and they would switch from AOL in a blink. Availability is coming tediously slow but steady. Speed we got. Reliability needs work. Get to it Milo!

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