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Technology Stocks : AUTOHOME, Inc

ATHM 20.67

-0.3%

Feb 5 3:59 PM EST

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To: ld5030 who wrote (17111)	11/18/1999 2:33:00 PM
From: ahhaha	Read Replies (1) of 29970

No. You are creating a bogey which doesn't exist. This is popular on the DSL threads. Over there the amateur investor sees cable and DSL as exclusive. It's A or not A. It's black or white. It's what X gets Y doesn't. They can't imagine that neither X nor Y can supply the demand, so how is X going to take away from Y? This mindless prejudice based on ignorance and fear will do no one any good. The world will go its way regardless of what the fearful choose to believe. The market layout hasn't changed in the 2 years I've been commenting on it on this thread. DSL is an intermediate solution whose advent takes the pressure off cable. It serves many who would be stuck with snail dialup and who aren't wired and won't be wired for some time for cable. DSL is more appropriate for the small to medium size business market, but it will also significantly displace big business communications systems. Cable has its own advantages. If you can get it, you won't opt for DSL. Those who do will revert back and that news will get out so that you won't see much jumping backward. I can't see prices dropping for either service. DSL has inherent costs which are higher. Perhaps this will change, but competition is not likely to bring the home delivered price down. That isn't so much the case in the business market unless it's small business. DSL has all the same load problems and they are worse. This is going to be a surprise to the DSL only advocates. DSL will have to go through all the growing pains cable has. Given the default nature of in-place infrastructure the ensuing rapid demand ramp will send the lines down and is very likely to crash the entire circuit switched phone system just like the RBOCs always feared. Since they delayed deployment the pent up demand will overrun the capacity to manage and will send shock waves over disparate and disjoint systems.

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