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Technology Stocks : AUTOHOME, Inc
ATHM 23.09-0.6%Jan 16 3:59 PM EST
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To: Paul Weiss who wrote (1396)2/20/1998 7:26:00 AM
From: Roger Bass  Read Replies (2) of 29970
 
AOL is a reasonable, but not a very good comparison with @Home. Certainly, @Home is providing some content and a gateway out to the internet, like AOL. The analogy is a little closer if you think of AOL before they sold their network (ie the wires and modems) to Worldcom. However, as you see from that transaction, the network was not an essential part of their business as (regular) internet access became increasingly commoditized.

@Home also runs a network, but it is the *core* of their competitive advantage. Not only do they own the access to cable wires into the homes (at least for the next few years), but they are way ahead of everyone else in building a network than can deliver very high bandwidth internet access to large numbers of people in a scalable way. The content businesses may well deliver more revenue over time, but their ownership of the network is the basis of their competitive advantage.
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