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Technology Stocks : AUTOHOME, Inc
ATHM 23.48+1.2%Nov 21 3:59 PM EST
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To: David Nelson who wrote (21295)4/21/2000 3:28:00 PM
From: FR1  Read Replies (2) of 29970
 
In your list of things about AOL, I think one item was missed:

As you mentioned, AOL wants to send entertainment over the internet. You can talk about DSL and wireless but everybody knows that in the end you have to be on fiber going to the home because the bandwidth is so much greater than anything else.

Where is AOL going to get this?

AOL is part owner of roadrunner but T, after the merger, will own 30% of roadrunner too. AOL owns zero of ATHM. ATHM and roadrunner together control almost all the cable internet traffic in north america.

This means that somehow AOL has to come to terms with T. It is perfect fit because T does not want in showbusiness and AOL does not want to be a engineer.

I see ATHM moving all its resources toward the hardware end of things. That is what the CC was all about (good news). Somehow, they will figure a way to work with AOL after all the mergers get approved.
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