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Technology Stocks : AUTOHOME, Inc
ATHM 23.74+1.3%10:26 AM EST

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To: tom offenbach who wrote (17159)11/19/1999 9:11:00 PM
From: ahhaha  Read Replies (1) of 29970
 
You have put your finger on the Achilles heal of the DSL home market and why I've said there is a rising differential cost to scale with DSL. There is no way that the local carriers will oblige the CLECs on this front without due compensation. The carriers will go to court unless they get their fair share. This is something like OA.

DSL providers concentrating on business DSL(BDSL) can get the carrier appeasing higher rates from business and still provide an inexpensive competitive intermediate communications solution. BDSL becomes the first iteration of QoS in the business retail market. The carrier doesn't get involved with the customer fulfillment aspect with all its headaches, but they get to participate in the boom in BDSL.

Who is best positioned to benefit from this development? ATHM's partner in crime, NPNT. NPNT's relative position actually improves if the ILECs go to court to block line sharing. These two boys are putting on a heist.
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