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Technology Stocks : AUTOHOME, Inc

ATHM 23.76

+1.2%

Nov 28 9:30 AM EST

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To: E. Davies who wrote (24906)	8/24/2000 12:08:58 AM
From: gks_n_ca	Read Replies (1) of 29970

>>the vision is personalization across multiple platforms >So imagine Excite allows you to access a personalized portal from anywhere (they >pretty much do that already). Why does that make me pick @home for my ISP? >By definition they are making it portable to any ISP. The broadband portal is not available to any broadband ISP, at least not today. Don't forget the TV. That medium will require another different interface. It's one database of your information, formatted for each different device for which you subscribe to the service. I don't think you will get AOL TV and be able to see AT&T@Home interactive TV. It'll be one or the other. Of course they'll both let you get to the content on the Internet. It just won't be the same as the subscription service. You do make good points though. My point is that the @Home network is the best in the world today. It will be duplicated by many over the next few years. Then content will be the key. You have to be a few steps ahead in this game. @Home must capitalize on it's lead and then provide the content to grow the business to the mass market that prefers the "walled garden" approach.

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