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Technology Stocks : AUTOHOME, Inc
ATHM 23.50+1.2%12:59 PM EST

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To: denni who wrote (22972)6/5/2000 11:05:00 PM
From: GraceZ   of 29970
 
Oh, where to begin with this idiot.

The cable partners that were to be @Home's key outlet now are walking away, alienated by AT&T, which took control of Excite@Home after gaining a stake when it bought the cable systems of Tele-Communications Inc.

Now which cable partners are walking away? Is it Roberts from Comcast who said he'd turn it around and buy ATHM from T at the $48 a share that T offered them as an out? Did anyone here get a press release saying any of these partners are walking away?

Excite was losing ground to stronger portals like America Online, Yahoo and Lycos.

Since when is AOL a portal?

@Home needed better content in order to lure subscribers

It's the speed of the connection and the speed of the roll out that gets subscribers.....when are these guys gonna get it?

That's when the trouble started.

But wait how could trouble have started after T bought TCI when he already stated that ATHM and Excite decided to merge out of desperation two months before? Doesn't desperation imply trouble?

Biggest problem for AT&T was the deal TCI had signed making @Home its exclusive access provider for Web service

Huh!? ATHM was one of the goodies they got, not the rickety TCI cable infastructure. Yes, On second thought, I guess he has a point there....what a problem it is that they had an exclusive arrangement with a company that they owned a third of!!!! That also just happened to have exclusive arrangements with the other two largest cable companies....duh.

The scent of government regulation put a scare into the cable companies, which also saw extra financial upside in dealing with AOL

Do you walk to school or carry your lunch? Does anyone see a connection between the first part of that sentence and the second? Have they no editors?

"The cable companies not only realized that the closed-access system was no longer feasible, but they also woke up and realized, 'Hey, if we could get AOL and all these other companies running on our systems, we could make a lot more money,' "says Cynthia Brumfield, president of Broadband Intelligence, a market research firm in Bethesda, Md.



OK, just in case this open access makes them a ton of money I'd better throw this in.....so what is it Lyons, a massive case of heartburn or we could make a lot more money?
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