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Technology Stocks : AUTOHOME, Inc
ATHM 24.84-0.8%3:59 PM EST
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To: Frank A. Coluccio who wrote (18986)1/18/2000 2:13:00 PM
From: ahhaha  Read Replies (2) of 29970
 
I don't think it is possible for ATHM to get last mile physical presence. As you would put it, MSO owns that space and Att owns so much of ATHM that they would pull Jermo's strings so that any such independent move would be quashed.
ATHM is in a horrible position because of this and because any other action they take is blocked by some power.

The only apparent escape is to build functionality into their site and forget about "portalism" and "content". The functionality I'm suggesting isn't portal. I and KB have suggested how this might be done. The idea is to provide a specialty access framework site which provides functionality and facility. Their site doesn't actually exist yet and though Excide is working on it, they have the wrong concept. They have in mind what everyone else is doing.

I am suggesting that ATHM competes with YHOO, AOL, and everyone else. They're the ones that are the enemies. The trick is not to try to subtract from the enemy's hits, but adds to them. The trick is to provide a site which has unique features, so the enemies provide links to the @Home site. We aren't talking about "content" features. Let someone else build that. ATHM just provides a link if a user wants to go there.
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