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Technology Stocks : AUTOHOME, Inc
ATHM 23.48+1.2%Nov 21 9:30 AM EST
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To: ahhaha who wrote (19418)2/5/2000 3:19:00 PM
From: E. Davies  Read Replies (1) of 29970
 
Why do you think this is so significant even if it's true?
I merely said it was interesting.

What good is local caching when 70% of your new packet requests (new or refresh data) go to the cloud?
...
. The result is that @Home drops down to 56kbps speeds as packets are leaked little by little out of a crowded cloud

I guess it depends on whether it is 70% or 30%.

Notice that you show how ATHM having its own $500 million backbone that bypasses as much of the cloud as it can is a significant advantage. How much worse would it be if *everything* went through the "crowded cloud"?

You also prove once again how valuable it would be for ATHM to host sites *on the network* rather than relying on the cloud or caching.

This is an error spawned by perceiving perceptions rather than perceiving reality. It assumes that investors are as dumb as Fool projects them to be.
This is not true? Sadly I think it is *exactly* true that stock price is all perception. Of course AOL/TWX/RR is a threat. But its not nearly the level of threat that the media claims it to be.

A guy posting on another board who works in a institutional framework says that the tech analysts around him #1 reason for not liking ATHM is because they don't like TJ.
Is *that* rational?

Eric
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