AUTOHOME, Inc Message Board

STOCKTALK

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 23.46

-1.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: KailuaBoy who wrote (24345)	7/31/2000 10:28:34 PM
From: E. Davies	Read Replies (3) of 29970

Lets do on topic for a sec: The heart of the reason we all own ATHM is the assumption that there is huge built up demand for broadband and that people are going to be crawling all over themselves to get to it. The market however has no such faith. Is this true? Or is it just a "first adopter" syndrome? Is the demand still greater than the supply where @home has already been available for 6 months? We all all basically internet savvy people by definition. Of course we want broadband. What about your neighbor? Your kids best friend? I want people to do a canvas of the status of demand for @home. Find out how long the wait for install is. Find out why people still are not signed up. We did this kind of thing very thoroughly a year ago. Its time to ask again. How is @home penetrating established areas? How is @home doing vs. DSL in areas where they overlap? Will @home need to lower prices to increase penetration? etc.. Eric

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next