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Technology Stocks : AUTOHOME, Inc
ATHM 23.76+1.2%Nov 28 9:30 AM EST
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To: David Nelson who wrote (1220)1/21/1998 2:14:00 PM
From: bam  Read Replies (1) of 29970
 
Message from David Nelson on Jan 21 1998 12:39PM EST

To All;

One thing that you must consider is that only about 30% of households
are wired for cable. Even if cable could get all of these households,
what would the other 70% of households do for high-speed internet
service? Remember, 95% of all households are wired for phone service.

I have to disagree this. Cable passes between 95% and 99% of homes
in the United States. ~65% subscribe to cable (!). Other countries
are not as dominated by cable.

Also, comments about DSL pricing have failed to differentiate the
DSL connection from the IP service. The cheapest combo (wire+IP)
offered is apparently going to be by Ameritech @ $60/month. That
price is not yet available.

A friend of mine is paying $325/month for ~T1 speeds thru DSL from
PacBell. The performance he sees is ~0.333 of @Home (benchmarked).
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