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Technology Stocks : AUTOHOME, Inc
ATHM 23.10-1.5%Dec 3 3:59 PM EST
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To: E. Davies who wrote (17532)12/6/1999 12:29:00 PM
From: Jay Lowe  Read Replies (1) of 29970
 
>> What are they gonna do, have frequency auctions?

Quite a furball. eh? Well, I see the wiring-sharing viewpoint ... it just seems so complicated to me ... and doesn't really offer any real-world consumer benefit.

Factors of 2, factors of 2.

The wire-sharing scenario looks like a bunch of wannabes arguing over the wire ... not paying attention to what they do well ... screwing up the long-term evolution of cable by introducing complexities that only marginally benefit the consumer.

The IP-sharing scenario looks like throwing the architecture open to anyone who wants to play ... each player focuses on what they know how to do ... HFC and pure get to evolve independently, unconstrained by ownership games.

Advantages and disadvantages both ways, I guess ... might be an interesting analysis to do.

- revenue
- costs
- service quality
- rate of penetration
- rate of development
- transitional structuring (toward fiber)

Orders of magnitude would be compelling.

Funny, one OOM difference that would be convincing to me is the support issue. ATHM is clueless there. I would go with a non-ATHM provider simply to get someone who answered the phone and knew their gear.

Anyway, to be convinced that one is better than the other, I'd need to model the alternative scenarios in detail.
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