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Technology Stocks : AUTOHOME, Inc
ATHM 23.48+1.2%Nov 21 3:59 PM EST
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To: John May who wrote (1037)1/3/1998 1:00:00 PM
From: Bob Zacks  Read Replies (1) of 29970
 
Thought you might like to hear Nick205 's opinion:
Subj: Great Opportunity
By: nick205
Date: Jan 3 1998 8:14 A.M PST
Reply To: Msg. 330 by tech12_98

I wonder if the cable companies have any idea how good they have it right now. With the recent court ruling overturning key provisions of the Telecom. Act, we're going to see a huge battle between the local and long distance carriers. This will distract the telcos from competing with @Home, and give the cable cos. a great opportunity to
take firm reigns of high speed access.

cnnfn.com

P.S. For those of you thinking Microsoft will compete with @Home after this billion $$$, think again. @Home is mainly there for bandwidth. This is how they will make their money not content. Microsoft will be one of several providing different kinds of
content (i.e. WebTV,...) over the pipeline into people's homes.
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