AUTOHOME, Inc Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AUTOHOME, Inc

ATHM 23.81

-1.1%

Nov 17 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Frank A. Coluccio who wrote (18103)	12/21/1999 12:50:00 AM
From: KailuaBoy	Read Replies (1) of 29970

Frank, As usual a thoughtful answer to an ill-formed jumble of ideas. Suppose that FTTH doesn't happen all over the place anytime soon. Suppose also that ATHM gets millions of customers in the next year and that those customers are subject to competitive forces post exclusivity. ATHM would be incented to differentiate the user experience in a way that would not be easily duplicated. Right? I'm thinking that they will want to control the user experience so as to force a quality of "experience" that is different than what one can get on just-another-ISP. If there is no real way to control the product then what is the point of fat pipes to the home? More bandwidth is great but controlling the delivery should be able to happen before FTTH happens. Right? KB ps. Thanks for the QoS, ToS, CoS primer. That clears up some of the apples and oranges stuff.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next