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Technology Stocks : AUTOHOME, Inc

ATHM 23.54

+0.1%

Dec 26 9:30 AM EST

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To: Frank A. Coluccio who wrote (18986)	1/18/2000 1:08:00 PM
From: JayPC	Read Replies (2) of 29970

In this sense I like to characterize @home as a service bureau with the smarts and the tools of an ISP. Otherwise, they own nothing in the last mile right now Exactly why YAHOO buying ATHM does not make sense. Advantages to not owning it: You pay nothing for last mile upgrades (except in the form of higher fees to the MSO). You pay very little for marketing (the MSO carries the brunt). You are valued as a pure internet company not an MSO (is that really an advantage?) DisAdvantages: The lines can be used by others and for other reasons and you generate no revenue (or perhaps loose revenue). ________ news.excite.com Its ShawAtHome Internet service, which provides access to the World Wide Web via large-diameter cable, attracted 37,000 new subscribers, translating into growth of 28 percent in the first quarter versus a year earlier, the company said. I think that puts Shaw near the 200,000 sub mark. Regards Jay

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