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Technology Stocks : AUTOHOME, Inc
ATHM 23.76+1.2%Nov 28 9:30 AM EST

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To: GraceZ who wrote (19485)2/8/2000 1:34:00 PM
From: KailuaBoy  Read Replies (2) of 29970
 
Grace,

I don't get it. The MSO's already have fiber to the
neighborhood. They aren't serving 30 to 60 homes but
do people really think that they won't react to this
threat by pulling more fiber?

I don't see the competitive advantage that WIN has if
the incumbent losers pull more fiber. The WIN story
sounds great but the IL's could simply adopt the WIN
plan in the WIN markets. Good for the consumer but I
don't see the grim reaper visiting the IL's as a result
of this.
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