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Technology Stocks : AUTOHOME, Inc

ATHM 22.84

-1.3%

Jan 26 3:59 PM EST

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To: gpowell who wrote (19881)	2/29/2000 11:41:00 PM
From: Solid	Read Replies (1) of 29970

Hi g, This sounds good but I'd appreciate your take. I'd read earlier today that the chips slated for summer release in the set-top boxes will dramatically improve cable BB. Seems some very good technical assistance is supporting our medium of choice. Courtesy of Nicholas on the fool thread 2/29: Considering At Home's current 72 Million Internet Cable Footprint, the largest in the broadband industry, the news that Broadcom has enhanced cable's broadband Internet experience is more significant than it appears for At Home. Here's what the founder and CEO, Henry Nicholas, says about Dual Furnace's software: Propane "eliminates the only disadvantage that cable has had over the other types of broadband," Nicholas said. The shared bandwidth factor looks a lot less like a disadvantage now when the choice of DSL and Cable comes your way. Cable is blowing the roof off DSL. Here's another article about the stroke of genius by Broadcom: news.excite.com It's also important to note they'll use this technology breakthrough and implement it within a month. This isn't some far off hope. Also, they'll implement Propane and Broadcom's chips in the next generation of set-top boxes. With Excite's Broadband portal likely to be on the original start page of At Home's cable modem access and on the set-top box access start-page through the TV we are looking outrageously well positioned. We are in the Bowling Alley and getting close (6-12 monts) to approaching the Tornado. Next, we'll be on Main Street and the immediate stop after that will be at Cash King central. (This analogy was for Gorilla Gamers). Enjoy the ride. Have a great one, Nicholas

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