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Technology Stocks : AUTOHOME, Inc
ATHM 23.66+0.8%Nov 24 3:59 PM EST
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To: matt gray who wrote (22799)6/1/2000 10:25:00 AM
From: ahhaha  Read Replies (1) of 29970
 
Have you considered the possibility that your assumptions are built on yesterday's costs and technologies? I didn't agree with any of them. They'll all come down by a factor of 10. This has been the history of technology.

There is another factor too. It's called "I'll pay more for something sufficiently better". What @Home advertises is only possible in the realm of FTTH, so they had better hope their partners are moving in that direction in the last mile. They aren't currently because as Frank recently mentioned, they have sunk the ship on an old technology that can't be improved.
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