SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AUTOHOME, Inc
ATHM 23.69+1.1%12:07 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Michaelth1 who wrote (23832)7/25/2000 12:22:49 AM
From: ahhaha  Read Replies (1) of 29970
 
I very much disagree with you on many points and think you've taken certain of my statements out of context to try to prove your point.

It always amazes me that someone would assert someone is guilty of what they are guilty. This always indicates stupidity.

Why is a coax drop needed for a self-install assuming that the house is already wired for cable?

Well now, that's quite an assumption to make and conveniently ignores what has been all the problem. You are a novice and you are making ridiculous comments. Why would you bother? I wouldn't do that. I'd wait and study until I felt confident I knew the issues.

I'm not sure what your point is

Correct. It's too difficult if you don't know a thing.

but it seems like you are agreeing with me that @Home's brand name is NOT what is driving customers to it.

Huh? You're digging yourself in deep.

It's their unique (kind of) service.

Huh and huh? How can you go on with this admittedly humorous pile?

but imo

Oh no, not an "imo". Are you sure it is?

it'll be a long time, if ever, until DSL service "disappears."

You must be an engineer.

Until then, cable is in a race with DSL to sign up subs.

How do you know this?

Imo, first to market has a tremendous advantage, regardless of whether it's the superior (cable) or inferior (DSL) technology.

First to market is a buzzword that isn't applicable in this "space". Why don't you explain what you mean so I get some laughs out of all this typing.

I was simply trying to reinforce my premise that @Home's brand name is meaningless.

You are trying to enforce something which no one believes.

I never understand why comparisons to AOL are so taboo with BB investors. AOL won the narrowband war and it wasn't even close.

It did? Was there a war? AOL grabbed all the field before anyone even believed it was viable.

Why not learn from how they won?

Which was?

Simply ignoring AOL because it is an inferior product is not wise, imo.

Since when was the subject between you and I, AOL?

The fact remains that the inferior product is kicking ATHM's butt with regard to long term stock performance (to date) and market penetration.

They don't compete with each other. Why do you think they do?

Imo,

Are you really really sure, since you repeat this repeatedly?

ATHM (and others) with a superior product could learn many lessons from AOL and how it succeeded with its inferior product.

In fact, To the extent ATHM has copied AOL, they've been hurt.

I can assure you that I'm not Silicon Quiche. I simply feel that getting subs now rather than later is very important for numerous reasons. Self-installs, imo, will accelerate growth, as would subcontracting installs (or maintenance for that matter).

Repeating over and over that the sky is blue doesn't tell you why it is blue.

Ask AOL if advertising and affiliations with content providers are profit centers. (hint: the answer starts with a "y"). Once @Home gets to critical mass (4-5 million?), I think that content providers will start to pay more attention to those eyeballs. More content brings with it more of a reason for potential subs to want BB (VOD or some other killer app would help). The longer it takes ATHM to get to whatever that "magic" number is to attract major BB content hurts ATHM's growth.

You get a gold star for a newsworthy recounting of what happened years ago in someone's mind. But aren't you refuting one of your above claims?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext