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Technology Stocks : AUTOHOME, Inc
ATHM 24.34-3.4%Nov 7 9:30 AM EST
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To: ahhaha who wrote (22659)5/26/2000 1:29:00 PM
From: GBarr   of 29970
 
Its a given that "competitive access" will exist in 2002. I wonder, though, if we might see it sooner with respect to MediaOne. Though once fixated on Portland and the importance of keeping the artificial, unsustainable noncompetitive environment going on as long as possible, I have become convinced by you and others here of the folly of such thinking and realize that it would have been much better to have long ago embraced "open access" and the business opportunities such an environment would bring.

With respect to MediaOne, we are hampered by the private status of RR in that we don't know the underlying commitments amongst the parties. The DOJ consent degree (the details of which I would love to read if somebody has seen it somewhere) only has T and MediaOne as parties and hence cannot bind TWX and RR. However, TWX has its own date with the DOJ real soon. In the end when all the dust settles, we may have a competitive access environment on MediaOne properties before 2002, either imposed by the DOJ or, more likely, as part of the divestiture since it may be the case that both ATT and AOL now want to void the exclusives as quickly as possible. The Prigel's of the world may be shocked to see that ATHM can indeed flourish in such an environment.
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