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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 1:10:00 PM
From: GraceZ  Read Replies (2) of 29970
 
MSO aspect of the network ends at the headend. ATHM starts beyond there and is essentially an MSO interconnect network with the ability to go out to the non-partner cloud.

Maybe I'm confused here Frank, but is this a small thing? This interconnect network that starts at the headend. Everyone including you seems to think the big problem starts at the coax leading up to the customer (primarily because of the small upstream path) Milo has stated that their (ATHM's) portion of the network is sychronous (that might not be the right word...it goes both ways equaly) so it seems to me that ATHM's network is more ready for the next solution more than the MSO's, which everyone would like to see trashed in favor of pure fiber.

From a business point of view if the MSO's had started an ISP on their own they would now be looking to spin off that entity. The biggest negative, in my opinion, is that one partner (T) started swallowing up the others and now there is an imbalance of power among the MSOs.
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