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Technology Stocks : AUTOHOME, Inc
ATHM 22.22-4.5%3:59 PM EST

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To: Richard who wrote (19046)1/19/2000 10:37:00 AM
From: gpowell  Read Replies (1) of 29970
 
The only issue of vendor differentiation will be speed.

I agree that a day of reckoning is coming. The difference will come down to customizability (see the link below). The situation is analogous to the operating system shake out before microsoft established absolute control.

KB and Ahahaha have explored a compelling model a few weeks back. Ideally, one should be able to reach any content or service with a minimum of searching and click through. Yahoo comes the closest to this now.

Message 12593695

If you compare the ATHM site with Yahoo's, or AOL's there is little to distinguish them. They all offer the same basic content. Therefore, the choice of frequented site comes down to which interface one is most comfortable with or which interface has been customized to one's taste to a sufficient extent that they wouldn't want to switch to another.
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