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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)12/2/1999 12:49:00 PM
From: Jay Lowe  Read Replies (2) of 29970
 
@Home + Web Desktops, Web Applications, Thin Client

I have created a new thread "Web Desktops, Web Applications, Thin Client" which is oriented to discussion of thin-client computing and web-served applications such as web-based desktops.
Subject 32027

Consider the following:

mywebos.com
desktop.com
nuomedia.com

Consider what happens if @Home buys one of these.

@Home could then offer a complete desktop solution, basically a replacement for Microsoft Office, as part of their service package.

I think the portal issue is secondary to this development.

There are already lots of portals and search boxes ... that whole area of competition has become marginalized.

The REAL DEAL is that @Home, with it's broadband, is in a unique position to offer web-based productivity apps.

It's positioning relative to AOL in this area is hugely compelling.

We all know that @Home needs a "killer app" ... well, here it is ... staring us in the face.

Free word processing, spreadsheet, calendar, etc, etc ... + location independence + groupware

With MS Office priced at $500 ... there is a sense in which @Home + web-desktop adds $500 per subscriber to @Home's valuation.

This is a whole new ball game, folks.
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