AUTOHOME, Inc Message Board

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Technology Stocks : AUTOHOME, Inc

ATHM 24.00

+1.5%

9:41 AM EST

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To: E. Davies who wrote (27662)	4/20/2001 11:47:34 AM
From: matt gray	Read Replies (3) of 29970

I don't understand the deal. How does an ISP sell their network? Is this the TDM/ATM feeds or the routers and networking stuff. If its just bandwidth, I don't know that I care. It may be a commodities market in 2 years. Check out RTX and you'll see what I mean. Commodiites exchanges are opening up for bandwidth. Personally I'd like to shop around and not depend on AT&T to provide my bandwidth since their delivery costs are probably much higher than say a good CLEC. I think this goes back to you original question of what does this company own? Losing its inhouse technical capability and links to the cable modem/CATV world altogther and their gate keeper function with MSO headends [if that ever really existed] would make this company worthless. Especially for a paltry $85 million. No doubt TJ blew at least this up his nose while he was in the office. I should have considered this when I saw his big, red, oversized nostrils during the CNBC interview.

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