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Technology Stocks : AUTOHOME, Inc

ATHM 23.59

+0.1%

Dec 9 3:59 PM EST

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To: E. Davies who wrote (17570)	12/6/1999 5:19:00 PM
From: matt gray	Read Replies (1) of 29970

Interesting point Eric about IP transport. Once the millstone is gone, If I had an ATM backbone with an international footprint, maybe I'd sell IP voice services to leverage T after 2002. ATHM could easily become a facilities based voice services provider given their existing billing, facilities, and retail arrangments thru @home and @work. Stealing 3 KHZ from a cable modem link won't be a problem. The MSOs haven't figured out how they will be providing voice services. Furthermore, I don't think many want to get involved in the process. They'd be happy with a fixed amount of money each month for a service contract to be split with ATHM. All in all in two years, we will be looking at a 500 pound gorilla. The issue of exclusivity from the one way perspective of T is short sighted. ATHM will have alot of compelling reasons why exclusivity won't matter including brand recognition, a global broadband footprint thru other MSOs and over 5 million subs. After 2002, T isn't about to abandon ATHM.

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