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Technology Stocks : AUTOHOME, Inc

ATHM 24.08

-3.1%

Nov 14 9:30 AM EST

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To: ahhaha who wrote (17420)	12/1/1999 10:48:00 PM
From: KailuaBoy	Read Replies (1) of 29970

ahhaha, I get the spaghetti machine. The great part of this scenario is that ATHM would control the quality of the customer experience. The "sites" that ATHM customers see when using the service have been through the machine and adhere to rules that allow ATHM to "own" the experience. Basically ATHM can enforce QOS end-to-end. Guarantee that ATHM customers enjoy the freedom from wondering what sucks, the connection, servers, peering, computer, hack code, etc. The framework can evolve in step with technologies that are introduced in the network. Another observation is that when ATHM reaches a significant subscriber base "sites" will not have a choice but to program for ATHM broadband. The people are signing up without the machine. ATHM just isn't leveraging the position. Currently it is clunky narrowband over a fire hydrant to the home. Would it be useful to compare this conceptually to the introduction of Java in so far as Java did not attempt to present to customers what they wanted but rather gave everyone who wanted to present something a platform that became familiar? I'm not sure what value this analogy would add but it crossed my mind. Regards, KB

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