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Technology Stocks : AUTOHOME, Inc

ATHM 23.96

+0.6%

Nov 18 3:59 PM EST

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To: edamo who wrote (17312)	11/25/1999 11:17:00 AM
From: JayPC	Read Replies (2) of 29970

I guess you didn't read the thread. @HOME does not have enough installers sign up their current waiting list. Cable plants are not upgraded in enough areas to sign up their current waiting list. The problem is the install time, not consumer demand. The US government could sign a bill requiring all people to subscribe to @HOME and in the next 2 years you would see no large difference in the rate of subscriptions. Its the technology, not the demand. The technology is getting better and easier, but for the next 2 years AOL could do nothing for @HOME. That is why @HOME can afford to wait to see if it needs AOL. AOL cannot afford to wait 2 years, because by then @HOME probably won't need them anyway. Jay

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